Specialist II - Client Service Representative (Capital Boulevard Branch)

Sandy Spring Bancorp
Raleigh
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Communication","Attention to detail","Sound judgment","Adaptability"]

Serve as a client-facing banking specialist who delivers best-in-class customer experience while opening business and consumer accounts and cross-selling bank products. Handle teller transactions, including basic cash and client requests, loan payments, transfers, and address changes. Provide accurate information on products, policies, and procedures, partner with other lines of business to refer client needs, and follow BSA/AML compliance while balancing cash and escalating risks.

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Sandy Spring Bancorp
Sandy Spring Bancorp
2 days ago

Specialist II - Client Service Representative (Capital Boulevard Branch)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 46 minutes agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a client-facing banking specialist who delivers best-in-class customer experience while opening business and consumer accounts and cross-selling bank products. Handle teller transactions, including basic cash and client requests, loan payments, transfers, and address changes. Provide accurate information on products, policies, and procedures, partner with other lines of business to refer client needs, and follow BSA/AML compliance while balancing cash and escalating risks.
Location: Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Represent the bank to clients, prospects, and guests in person, by telephone, or by email in a courteous, professional manner.
  • •Provide exceptional client service, accurate information on products/services/policies, and cross-sell bank offerings.
  • •Open new business and consumer accounts and complete required forms/documents per bank policies.
  • •Process teller and account transactions including loan payments, account transfers, and address changes; balance cash each day.
  • •Ensure compliance with BSA/AML and other laws/regulations, identify risks, and escalate concerns through proper channels; refer client needs to other lines of business.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsurancePaid Leave401kWellness Stipend

Key Requirements

  • •High school diploma or equivalent (GED).
  • •1+ years of experience in a client service and/or cross-trained teller position.
  • •Previous cash handling experience preferred.
  • •Excellent customer service and oral/written communication skills.
  • •Ability to handle multiple tasks with attention to detail and exercise sound business judgment.
Experience:1+ years
Education:High School
Skills:Customer serviceCommunicationAttention to detailSound judgmentAdaptability
Tech Stack:Computer skills

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