Universal Banker (Carytown Branch)

Sandy Spring Bancorp
Richmond
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: bachelorsSkills: ["Customer service","Communication","Written communication","Business judgment","Multi-tasking"]

Deliver best-in-class customer experience while handling teller transactions and driving branch growth. Build loyalty through needs-based conversations, educate customers on digital banking tools, and conduct proactive sales and referral conversations via internal/external interactions and outbound calling. Partner with mortgage, investments, and business/commercial banking teams to identify and refer needs, support lending solutions, and resolve customer issues. Ensure compliance with BSA/AML and complete required training.

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Sandy Spring Bancorp
Sandy Spring Bancorp
3 days ago

Universal Banker (Carytown Branch)

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Last checked: 14 minutes agoStatus: Live

Job Summary

Deliver best-in-class customer experience while handling teller transactions and driving branch growth. Build loyalty through needs-based conversations, educate customers on digital banking tools, and conduct proactive sales and referral conversations via internal/external interactions and outbound calling. Partner with mortgage, investments, and business/commercial banking teams to identify and refer needs, support lending solutions, and resolve customer issues. Ensure compliance with BSA/AML and complete required training.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Create customer loyalty through needs-based conversations and deliver a differentiated customer experience.
  • •Develop and maintain knowledge of bank products and services, including other lines of business.
  • •Drive proactive sales and referral conversations, including outbound calling, teller interactions, and appointment setting.
  • •Acquire new customers and deepen existing relationships while contributing to personal and branch sales goals.
  • •Handle teller functions and cash transactions, balance cash daily, and resolve customer problems while adhering to BSA/AML and other laws and policies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityPaid Leave401kRetirement Savings

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.
  • •1+ year experience in banking/financial services and developing customer relationships, achieving sales/production goals, and building referral sources preferred.
  • •Ability to handle teller transactions and cash handling; teller experience strongly preferred.
Experience:1+ years
Education:Bachelor's
Skills:Customer serviceCommunicationWritten communicationBusiness judgmentMulti-tasking
Certifications: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