Specialist III - Universal Banker (Frederick Branch)

Sandy Spring Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Communication","Business judgment","Attention to detail","Adaptability"]

Deliver best-in-class customer experience while performing teller transactions and driving sales of bank products. Conduct needs-based conversations to build loyalty, prospect for new customers, and set appointments through outbound and teller interactions. Educate customers on digital channels, uncover lending needs, and refer across mortgage, investments, business/commercial banking, merchant services, and treasury management. Maintain compliance with BSA/AML and balance cash daily.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Sandy Spring Bancorp
Sandy Spring Bancorp
1 day ago

Specialist III - Universal Banker (Frederick Branch)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Deliver best-in-class customer experience while performing teller transactions and driving sales of bank products. Conduct needs-based conversations to build loyalty, prospect for new customers, and set appointments through outbound and teller interactions. Educate customers on digital channels, uncover lending needs, and refer across mortgage, investments, business/commercial banking, merchant services, and treasury management. Maintain compliance with BSA/AML and balance cash daily.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Create customer loyalty through needs-based conversations and deliver a differentiated customer experience.
  • •Drive proactive sales conversations, prospect for new customers, and set appointments to meet personal and branch sales goals.
  • •Develop and maintain knowledge of bank products and partner with other lines of business to identify and refer customer needs.
  • •Uncover and provide solutions for lending needs and serve as a contact for customer problem resolution for deposit/credit and other products.
  • •Perform teller functions and cash transactions, balance cash daily, and ensure compliance with BSA/AML policies and other branch operational duties.

Pay and Benefits

Perks:MedicalDentalVisionLife InsuranceDisability CoveragePaid Leave401k

Key Requirements

  • •High school diploma or equivalent required (associate's degree preferred).
  • •Customer service experience required.
  • •Ability to possess or obtain an NMLS registration.
  • •1+ year experience in banking/financial services and 1+ year developing customer relationships, achieving sales/production goals, and building referral sources preferred.
  • •Previous cash handling experience preferred; teller experience strongly preferred.
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:Customer serviceCommunicationBusiness judgmentAttention to detailAdaptability
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