Universal Banker (Colesville Branch)

Sandy Spring Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Oral communication","Written communication","Business judgment","Multitasking"]

Provide an all-around banking experience by delivering needs-based customer conversations, educating customers on digital channels, and handling teller transactions. Drive proactive sales and referrals through outbound interactions, prospecting, and appointment setting while supporting branch growth. Maintain strong knowledge of bank products, manage customer problem resolution across deposit and credit needs, partner with other lines of business for referrals, and ensure compliance with BSA/AML and other operational policies.

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Sandy Spring Bancorp
Sandy Spring Bancorp
1 week ago

Universal Banker (Colesville Branch)

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

Job Summary

Provide an all-around banking experience by delivering needs-based customer conversations, educating customers on digital channels, and handling teller transactions. Drive proactive sales and referrals through outbound interactions, prospecting, and appointment setting while supporting branch growth. Maintain strong knowledge of bank products, manage customer problem resolution across deposit and credit needs, partner with other lines of business for referrals, and ensure compliance with BSA/AML and other operational policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Conduct needs-based customer conversations to create loyalty and deliver a differentiated customer experience.
  • •Educate customers on bank products and digital channels and support appointment scheduling.
  • •Drive proactive sales and referrals through outbound calling, teller interactions, and prospecting while contributing to branch sales goals.
  • •Resolve customer problems related to deposits, credit, and other products, and uncover lending needs.
  • •Perform teller and branch operational duties, including cash transactions, daily balancing, training completion, and compliance with BSA/AML and other policies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability CoveragePaid Leave401kWellness Stipend

Key Requirements

  • •High school diploma (or equivalent) required; associate’s degree preferred.
  • •Possess or be able to obtain an NMLS registration.
  • •Customer service experience required; sales/production goals and referral sources experience preferred (1+ year).
  • •Ability to develop and maintain knowledge of bank products and services, including lending needs.
  • •Proficient with digital channel technology and able to handle teller cash transactions; previous cash handling/teller experience preferred.
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:Customer serviceOral communicationWritten communicationBusiness judgmentMultitasking
Certifications:NMLS registration
Tech Stack:ZoomDocu SignOnline BankingMobile BankingATM BankingAppointment Scheduler ToolGRO

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