Specialist II - Client Service Representative (Capital Boulevard Branch)

Sandy Spring Bancorp
Raleigh
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Communication","Business judgment","Multi-tasking","Adaptability"]

Deliver best-in-class client service while representing the bank in person and via phone/email. Create positive client relationships by explaining products and cross-selling services, opening new business and consumer accounts, and referring clients to other business lines. Handle teller transactions, including cash handling, daily balancing, and processing account updates. Follow BSA/AML and other compliance policies, identify risks, and keep knowledge current as digital channels evolve.

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Sandy Spring Bancorp
Sandy Spring Bancorp
23 hours ago

Specialist II - Client Service Representative (Capital Boulevard Branch)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Deliver best-in-class client service while representing the bank in person and via phone/email. Create positive client relationships by explaining products and cross-selling services, opening new business and consumer accounts, and referring clients to other business lines. Handle teller transactions, including cash handling, daily balancing, and processing account updates. Follow BSA/AML and other compliance policies, identify risks, and keep knowledge current as digital channels evolve.
Location: Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Represent the bank to clients, prospects, and guests in person, by telephone, or by email.
  • •Greet clients and provide accurate information about bank products, services, policies, and procedures.
  • •Open new business and consumer accounts and cross-sell bank products and services.
  • •Process transactions, including loan payments, account transfers, and address changes.
  • •Perform teller duties, balance cash daily, identify referral opportunities, and follow BSA/AML and other compliance requirements.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability CoveragePaid Leave401kRetirement SavingsWellness Stipend

Key Requirements

  • •High school diploma or equivalent (GED).
  • •1+ years of experience in a client service and/or cross-trained teller position.
  • •Previous cash handling experience preferred.
  • •Excellent customer service and oral/written communication skills.
  • •Ability to handle multiple tasks with attention to detail and exercise sound business judgment.
Experience:1+ years
Education:High School
Skills:Customer serviceCommunicationBusiness judgmentMulti-taskingAdaptability
Tech Stack:Computer skills

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