Universal Banker (Deep Creek Branch)

Sandy Spring Bancorp
United States
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 handling teller transactions and driving customer-facing sales. Conduct needs-based conversations to build loyalty, educate customers on digital banking tools and services, and generate/protect branch revenue through prospecting, referrals, outbound calling, and appointment setting. Partner with lending and other business lines to identify needs, uncover lending solutions, resolve customer issues for deposits and credit, and support branch growth goals while managing daily cash and branch operational duties.

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Sandy Spring Bancorp
Sandy Spring Bancorp
20 hours ago

Universal Banker (Deep Creek Branch)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Deliver best-in-class customer experience while handling teller transactions and driving customer-facing sales. Conduct needs-based conversations to build loyalty, educate customers on digital banking tools and services, and generate/protect branch revenue through prospecting, referrals, outbound calling, and appointment setting. Partner with lending and other business lines to identify needs, uncover lending solutions, resolve customer issues for deposits and credit, and support branch growth goals while managing daily cash and branch operational duties.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Create customer loyalty through needs-based conversations to deliver a differentiated customer experience.
  • •Drive proactive sales conversations through outbound calling, service-to-sales, teller interactions, and appointment setting to generate new customers and deepen existing relationships.
  • •Develop and maintain knowledge of bank products and educate customers using digital channel technology (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online/Mobile/ATM Banking).
  • •Uncover and provide solutions for lending needs and partner with mortgage, investments, business/merchant services, and treasury management to refer customer needs.
  • •Handle teller functions including cash transactions and daily cash balancing; support compliance and branch operational duties as assigned.

Key Requirements

  • •High school diploma or equivalent required; associate’s degree preferred.
  • •Customer service experience required; minimum 1 year in banking/financial services and building customer relationships and sales/referral goals preferred.
  • •Ability to possess or obtain an NMLS registration.
  • •Previous cash handling experience preferred; teller experience strongly preferred.
  • •Proficiency with computers and ability to handle multiple tasks with attention to detail.
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:Customer serviceCommunicationBusiness judgmentMulti-taskingAdaptability
Certifications:NMLS
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