Relationship Banker

2 weeks ago


Millersville, United States Sandy Spring Bank 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:
**About The Job**:
**MAJOR JOB ACCOUNTABILITIES**:

- Acquires and expands personal and business banking relationships. Achieves business results through leadership of and productive collaboration with business partners. Responsible for proactive lead generation and appointments conducted inside and outside of branch. Delivers a remarkable client experience from acquisition through onboarding and servicing Proactive lead management and referral generation
-Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow client relationships and attract new households. Takes action, using customer information from various sources and translates to actionable sales strategy and tactics. Generates quality referrals to business partners
- Develop a network inside and outside of the branch as a COI. Works across a broad range of business partners, including SSIC, Private Client Group, Business Banking, trust, and Mortgage. Identifies the resource or team of resources best equipped to meet customer needs and introduces the client accordingly. Holds partners accountable for routine updates and referral follow up Customer experience management
-differentiates the customer experience through advanced conversation skills. Delivers a remarkable experience through tailored solutions aligned with customer needs. Solves customer problems courteously and with urgency, escalating where necessary. Acts as an advocate for clients and prospects
- Works with branch staff to help them identify opportunities to create referrals. Works closely with the Branch Manager and business partners to follow up on independent opportunities
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support Sandy Spring Bank's Enterprise Risk Management Framework

**Required Skills**:
**KNOWLEDGE, SKILLS, AND ABILITIES**:

- Position requires a minimum of 24 month's work experience in a sales position, preferably in the financial services industry. BA Degree in Finance, Business or related field is preferred
- Ability to identify and engage potential customers in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact. Utilizes sales techniques such as profiling, active listening, and tele consulting to generate business. Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals
- Ability to conduct a thorough financial needs assessment with clients and prospects and recommend the most appropriate products and services. Knowledge of and the ability to recognize and be sensitive to the different perspectives and priorities of different customers
- Strong understanding of and ability to provide banking products and services, including more sophisticated banking needs such as insurance, investments, mortgage, and small business
- Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
- Ability to build and use effective working relationships within own department and across the Bank

**SPECIFIC PHYSICAL REQUIREMENTS**:
Work requires reasonable mobility in and around the work area. Ability to use standard computer and phone s