Specialist III - Universal Banker (UB) (Capital Blvd Branch)

Sandy Spring Bancorp
Raleigh
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Communication","Business judgment","Multi-tasking","Adaptability"]

Deliver best-in-class customer experience while serving as a Universal Banker for the Capital Blvd branch. Conduct needs-based conversations to build loyalty, educate customers on digital channels, and drive proactive sales and referrals through outbound calling and teller interactions. Maintain expertise across bank products, support lending needs and customer problem resolution, and complete complex branch operational tasks with strong compliance and risk management. Handle teller transactions, including cash balancing and required training.

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Sandy Spring Bancorp
Sandy Spring Bancorp
1 day ago

Specialist III - Universal Banker (UB) (Capital Blvd Branch)

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Last checked: 15 hours agoStatus: Live

Job Summary

Deliver best-in-class customer experience while serving as a Universal Banker for the Capital Blvd branch. Conduct needs-based conversations to build loyalty, educate customers on digital channels, and drive proactive sales and referrals through outbound calling and teller interactions. Maintain expertise across bank products, support lending needs and customer problem resolution, and complete complex branch operational tasks with strong compliance and risk management. Handle teller transactions, including cash balancing and required training.
Location: Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Create customer loyalty through needs-based conversations to deliver a differentiated customer experience.
  • •Develop and maintain knowledge of bank products and services, including other lines of business, and educate customers using digital channels.
  • •Drive proactive sales conversations via outbound calling, service-to-sales, teller interactions, and appointment setting; acquire new customers and deepen existing relationships.
  • •Serve as a contact for customer problem resolution for deposit, credit, and other product/service needs; uncover and provide solutions for lending needs.
  • •Perform teller functions and cash transactions, balance cash daily, ensure compliance (including BSA/AML), manage risk, and complete required training.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityPaid Leave401k

Key Requirements

  • •Possess or be able to obtain an NMLS registration.
  • •High school diploma or equivalent required (associate’s degree preferred).
  • •Customer service experience required.
  • •Minimum of 1 year experience in banking or financial services preferred, including developing customer relationships, achieving sales/production goals, and building referral sources.
  • •Previous cash handling and/or teller experience strongly preferred.
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:Customer serviceCommunicationBusiness judgmentMulti-taskingAdaptability
Licenses:NMLS registration
Tech Stack:ZoomAppointment Scheduler ToolDocu SignGROOnline BankingMobile BankingATM Banking

Company Brief

Sandy Spring Bancorp
Bank holding company for Sandy Spring Bank, providing commercial and personal banking, lending, treasury management, and wealth services across the Mid-Atlantic region. Serves businesses, individuals, and nonprofit organizations through a branch and digital banking network.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Olney, United States
Founded: 1868
WebsiteLinkedIn