Specialist III - Universal Banker (Creedmoor Branch)

Sandy Spring Bancorp
Raleigh
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer service","Oral communication","Written communication","Business judgment","Multitasking","Attention to detail","Adaptability"]

Deliver best-in-class customer experience while handling teller transactions for the Creedmoor Branch. Use needs-based conversations to build customer loyalty, deepen relationships, and drive referrals and proactive sales through inbound/outbound interactions and appointment setting. Educate customers on digital banking tools and bank products, uncover lending needs, and partner with other lines of business to route opportunities. Ensure compliance, manage risk, and meet sales and performance goals.

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Sandy Spring Bancorp
Sandy Spring Bancorp
22 hours ago

Specialist III - Universal Banker (Creedmoor Branch)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Deliver best-in-class customer experience while handling teller transactions for the Creedmoor Branch. Use needs-based conversations to build customer loyalty, deepen relationships, and drive referrals and proactive sales through inbound/outbound interactions and appointment setting. Educate customers on digital banking tools and bank products, uncover lending needs, and partner with other lines of business to route opportunities. Ensure compliance, manage risk, and meet sales and performance goals.
Location: Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Create customer loyalty through needs-based conversations to deliver a differentiated customer experience.
  • •Develop and maintain knowledge of bank products and services, including other lines of business.
  • •Drive proactive sales conversations via outbound calling, service to sales, teller interactions, and appointment setting.
  • •Acquire new customers through prospecting while deepening existing relationships and referral sources.
  • •Perform teller functions and cash transactions, balance cash daily, and complete required training while adhering to compliance and risk policies.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityPaid Leave401kWellness Stipend

Key Requirements

  • •Possess or be able to obtain an NMLS registration.
  • •High school diploma (associate’s degree preferred).
  • •Customer service experience required; banking/financial services experience preferred (minimum 1 year preferred).
  • •Experience developing customer relationships, achieving sales/production goals, and building referral sources preferred.
  • •Previous cash handling and teller experience strongly preferred.
Experience:BankingFinancial services
Education:High School
Skills:Customer serviceOral communicationWritten communicationBusiness judgmentMultitaskingAttention 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