Client Service Representative (University Blvd.)

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

Deliver best-in-class client experience while supporting sales/service solutions and teller transactions. Represent the bank in person, by phone, or email; greet clients; provide accurate information on products, policies, and procedures; and open new business and consumer accounts. Cross-sell and refer client needs across mortgage, investments, business/commercial banking, merchant services, and treasury management. Follow BSA/AML compliance, process transactions, and identify and escalate risk concerns.

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Sandy Spring Bancorp
Sandy Spring Bancorp
3 days ago

Client Service Representative (University Blvd.)

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Last checked: 22 hours agoStatus: Live

Job Summary

Deliver best-in-class client experience while supporting sales/service solutions and teller transactions. Represent the bank in person, by phone, or email; greet clients; provide accurate information on products, policies, and procedures; and open new business and consumer accounts. Cross-sell and refer client needs across mortgage, investments, business/commercial banking, merchant services, and treasury management. Follow BSA/AML compliance, process transactions, and identify and escalate risk concerns.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
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.
  • •Greet clients and provide exceptional service; 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.
  • •Partner with other lines of business to identify and refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management).
  • •Perform teller and related transaction duties, including processing transactions, balancing cash, completing required forms/documents, and adhering to BSA/AML compliance and risk-escalation procedures.
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 oral and written communication skills and strong customer service skills.
  • •Ability to exercise sound business judgment, handle multiple tasks with attention to detail, and adapt to changing digital channels.
Experience:1+ years
Education:High School
Skills:Customer serviceCommunicationBusiness judgmentMulti-taskingAdaptability

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