Universal Banker-Bethesda

Sandy Spring Bank
Bethesda, MD, United States
Full-time

About Us :

Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of its clients and communities in the Greater Washington region for more than 150 years?

If so, Sandy Spring Bank may be the perfect fit for you! ?

Sandy Spring Bank is a growing financial services company focused on creating real experiences for our employees, clients, shareholders and communities.

We are proud to have been certified as A Great Place To Work , recognized by The Washington Post and the Baltimore Sun as a Top Workplace, by Forbes magazine as the #1 Bank in Maryland.

It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us : people and relationships. ?

To help us attract the highest quality individuals, we offer a comprehensive benefits package to those who qualify. We offer competitive market salaries, paid time off, multiple retirement savings options, full health care options, life insurance, health care and dependent care flexible spending accounts, career development opportunities, tuition assistance and volunteer opportunities.

We are proud to offer those, and so much more, making Sandy Spring Bank a remarkable place to work and build a career.

About the Job :

Sandy Spring Bank is currently recruiting for an Universal Banker. The successful candidate provides a consultative style of banking that builds client relationships based on trust and the demonstrated ability to identify financial needs and recommend appropriate solutions.

Position is specifically responsible for assisting with branch operations, delivering a remarkable client experience, achieving sales and production goals, and handling transaction and service requests.

Performs additional duties as assigned. Must be able to work in a team environment that requires attention to detail, the ability to multi-task, and a passion for customer service.

MAJOR JOB ACCOUNTABILITIES :

Branch Operations

Assists with the daily oversight and coordination of branch operations. Adheres to organizational policy and procedures, especially as they pertain to audit, security, and compliance.

Takes ownership of delegated tasks and responsibilities with a focus on maintaining acceptable audit scores and optimal branch performance metrics.

Client Experience

Provides a consistently remarkable client experience, representing the company in a courteous and professional manner at all times.

Acts as a banking concierge by orchestrating solutions for all of a clients needs and handling the clients interaction from start to finish.

Adheres to all required service standards and acts as role model for delivering the highest quality service. Promptly handles client requests and resolves client concerns, seeking assistance as needed.

Business Development

Opens deposit products, processes loan applications, cross-sells additional services, and generates referrals to other business lines.

Conducts a thorough financial needs assessment with clients and recommends the most appropriate products and services to fulfill the clients immediate and future financial needs.

Takes a leading role in achieving production goals, utilizing sales techniques such as profiling, active listening, and tele-consulting to generate business.

Transactions and Servicing

Processes transactions (check cashing, withdrawals, deposits, etc.), account maintenance, and other service requests in an accurate and efficient manner, while also taking advantage of these client interactions to identify new business opportunities.

Maintains teller differences and cash levels within established guidelines.

Required Skills :

KNOWLEDGE, SKILLS, AND ABILITIES :

  • If selected and hired for the position, continued employment will be contingent upon the successful completion of the required Training and Assessment.
  • Position requires a minimum of 6 to 12 months work experience in a sales / service position, preferably in the financial services industry.

A BA Degree in Finance, Business or related field is preferred. Applicable experience will be considered. Work requires broad professional level of knowledge and expertise in retail banking and relationship sales.

Position requires extensive knowledge of bank products and applicable federal and state laws and regulations.

A high level of client service is integral to this role. The ideal candidate must be a self-starter who is comfortable interacting with external clients and centers of influence, as well as internal partners, and who excels at developing strong, trusting relationships.

Must work well under tight deadlines and with multiple priorities.

Must have excellent written and verbal communications skills in English and have strong attention to detail and follow-through.

Must be organized and be able to multi-task. Ability to think quickly and respond appropriately.

Ability to utilize standard PC based software to prepare correspondence, reports, and other documents as needed.

SPECIFIC PHYSICAL REQUIREMENTS :

Work requires reasonable mobility in and around the work area. Ability to use standard computer and phone systems is required.

Must be able to lift up to 30 pounds.

WORKING CONDITIONS :

Normal office environment where there is almost no discomfort due to temperature, dust, noise, or other disagreeable elements.

Exposed to a potentially hazardous condition of robbery. All Branch employees receive detailed instructions to be followed to minimize the risk.

Must be able to travel to remote company and / or client locations.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification.

They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Additional Information :

Sandy Spring Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

If you require a reasonable accommodation to apply for a position, please call our job line at 1-800-399-5919 and select option 5.

Requests are considered on a case-by-case basis.

Sandy Spring Bank partners with various job boards to advertise our openings. Please visit our website, www.sandyspringbank.

com to confirm the validity of the job posting to avoid any potential fraudulent activity. We encourage and recommend all candidates to apply via our website.

18 days ago
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