Client Service Representative (Edenton)

Sandy Spring Bancorp
United States
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Communication","Business judgment","Adaptability","Attention to detail"]

Deliver best-in-class client experience while serving clients in person, by phone, and via email. Support sales/service solutions by explaining and cross-selling bank products, opening business and consumer accounts, and referring client needs across mortgage, investments, and banking lines. Handle teller transactions, process account services (payments, transfers, address changes), maintain compliance with BSA/AML and other regulations, and escalate risks appropriately.

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Sandy Spring Bancorp
Sandy Spring Bancorp
15 hours ago

Client Service Representative (Edenton)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Deliver best-in-class client experience while serving clients in person, by phone, and via email. Support sales/service solutions by explaining and cross-selling bank products, opening business and consumer accounts, and referring client needs across mortgage, investments, and banking lines. Handle teller transactions, process account services (payments, transfers, address changes), maintain compliance with BSA/AML and other regulations, and escalate risks appropriately.
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 on bank services, products, policies, and procedures.
  • •Open new business and consumer accounts and cross-sell bank products and services to new and prospective clients.
  • •Process transactions in person and via telephone/email, including loan payments, account transfers, and address changes.
  • •Perform teller duties including cash transactions, daily cash balancing, referral identification, and compliance with BSA/AML and other regulations.
Travel: Low travel

Key Requirements

  • •High school diploma or equivalent (GED).
  • •1+ years of experience in client service and/or a cross-trained teller position.
  • •Previous cash handling experience preferred.
  • •Excellent customer service skills and excellent oral and written communication skills.
  • •Proficient computer skills with the ability to handle multiple tasks and attention to detail.
Experience:1+ years
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