Client Service Representative (Downtown Frederick Branch)

Sandy Spring Bancorp
United States
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: high_schoolSkills: ["Customer service","Communication","Business judgment","Adaptability","Attention to detail"]

Deliver best-in-class client service while representing the bank in person, by phone, and via email. Help clients with accurate information on products and policies, open business and consumer accounts, and cross-sell offerings. Partner with other business lines to identify and refer needs. Also perform teller duties including cash transactions, balancing cash, compliance (BSA/AML), risk escalation, and supporting digital-channel learning.

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Sandy Spring Bancorp
Sandy Spring Bancorp
1 week ago

Client Service Representative (Downtown Frederick Branch)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Deliver best-in-class client service while representing the bank in person, by phone, and via email. Help clients with accurate information on products and policies, open business and consumer accounts, and cross-sell offerings. Partner with other business lines to identify and refer needs. Also perform teller duties including cash transactions, balancing cash, compliance (BSA/AML), risk escalation, and supporting digital-channel learning.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Represent the bank to clients, prospects, and guests in person, by telephone, or by email in a courteous, professional manner.
  • •Provide accurate information about bank services, products, policies, and procedures.
  • •Open new business and consumer accounts and cross-sell bank products and services to new and prospective clients.
  • •Partner with other lines of business to identify and refer client needs (e.g., Mortgage, Investments, Business/Commercial Banking, Merchant Services, Treasury Management).
  • •Perform teller duties including cash transactions, balancing cash each day, compliance with BSA/AML policies, risk escalation, and staying current on products and digital channels.
Travel: Low travel

Key Requirements

  • •High school diploma or equivalent (GED).
  • •1+ years of experience in client service and/or a cross-trained teller role.
  • •Previous cash handling experience preferred.
  • •Excellent customer service skills with strong oral and written communication.
  • •Proficient computer skills and ability to handle multiple tasks with attention to detail.
Education:High School
Skills:Customer serviceCommunicationBusiness judgmentAdaptabilityAttention to detail

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