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:
Sandy Spring Bank is currently recruiting for a CIS Team Leader. With minimal supervision, the successful candidate will
oversee the day-to-day operations and workload of the CIS team and provides guidance to address questions or issues. Is responsible for ensuring daily that tasks are completed accurately and timely and within pre-established Service Level Agreements. Confirms CIS team members are fully cross-trained and are following established policies, procedures, and regulatory requirements to ensure consistency. Responsible for the ongoing training and development of the CIS team and ensures delivery on the intent of the work, not just the letter of the task. Provides management support to the Compliance and Government Reporting team, as necessary. Provides coaching, mentoring and guidance to instill the bank's principles of providing remarkable client experience to internal and external clients. Must be a self-starter who takes initiative and is able to lead and guide others.
ESSENTIAL JOB FUNCTIONS:
- Provides leadership and guidance to the CIS team members by answering questions, clarifying policies or procedures, and completing research to resolve issues. Research may include reviewing policies and procedures of other areas, and identifying applicable laws or regulations related to the situation. May be required to approve an exception within established authority limits or make a recommendation to management if outside of authority limit.
- Ensures CIS policies and procedures are up to date and are consistently being followed by the CIS team members. Reviews, writes, or edits all CIS policies and procedures to include updates to technology, process, or regulatory changes. Ensures CIS team is trained on new policies and procedures. Responsible for monitoring and addressing issues or errors as they are discovered. Identifies additional training opportunities or needs and creates a plan to address those needs.
- Conducts monthly team meetings and one on one coaching sessions with team member. Provides ongoing training and career development opportunities to team. Regularly reviews CIS and Retail Administration policies, procedures, and communications to keep team informed. Performs one on one training as needed to assist in the growth and development of the employees. Keeps Deposit Operations management apprised of ongoing issues and resolutions, process improvement opportunities and suggestions to streamline business processes.
- Is a Subject Matter Expert on all CIS group processes and acts as a backup when needed to ensure the department is running efficiently. Assists the Compliance and Government Reporting manager with government reporting processes when needed. Manages the Compliance & Government Reporting team in the absence of their manager and assists the Account Services Manager, as necessary. Builds and develops rapport and relationships within the CIS group, Account Services department, and other departments in and outside of Deposit Operations to encourage teamwork and ensure open lines of communication.
- Promote the organization's culture, values, vision, and promise. Attract, recruit, and develop staff to maximize performance and potential, and build a high performing team. Provides coaching, mentoring and assistance to develop and expanded team's knowledge base, skillsets, and decision-making abilities. Motivates, influences, empowers, and provides opportunities for growth and advancement to direct reports. Works with department manager to identify skill gaps and provides appropriate training to develop employees in effectively meeting performance objectives. Instills a success oriented, inclusive, and accountable environment to attract and retain the best team members. Is a change agent and creative thinker. Fosters a positive and proactive partnership with department and division leaders to breakdown silos and promote teamwork to increase revenue, gain efficiencies, and be responsive to the needs of their business line. Maintains open dialogue with internal clients to ensure issues are addressed and Service Level Agreements are continuously being met. Reacts to regulatory, process improvement or technology changes to maintain competitiveness without compromising quality or service levels.
Required Skills
KNOWLEDGE, SKILLS, AND ABILITIES:
- Position requires three to five year's work experience in a branch platform or management position or in a CIS working environment with emphasis on account titling, account relationships, business entities, and account documentation. Accuracy and attention to detail required and the ability to organize and prioritize work to meet scheduled deadlines.
- Must have a working knowledge of laws and regulations pertaining to account ownership, account authority, and consumer and business account documentation requirements, the Customer Information Policy (CIP) under the US Patriot Act, and government and IRS tax reporting requirements.
- Appropriate interpersonal and communication skills are required to manage internal contact, usually by phone or e-mail. Excellent communication skills are required. Must be able to explain problems clearly and interact in a professional/positive manner to achieve consensus. Must have the ability to question processes and make recommendations for changes or improvements.
- Work requires a high level of analytical ability resulting in independent judgment and interaction with the staff on daily decisions. Real time decisions regarding varying situations require a veteran level of understanding of operational workflow. A clear understanding of the potential impact to other internal areas, the client, and the Bank is required when considering alternatives.
- Ability to use a PC and Microsoft Office products such as Excel, Word and Access is required with an intermediate skill level to perform inquiries, verify information and to accurately input data.
SPECIFIC PHYSICAL REQUIREMENTS:
Work requires reasonable mobility in and around the work area. Ability to use standard computer and phone systems is required
WORKING CONDITIONS:
Normal office environment where there is almost no discomfort due to temperature, dust, noise, or other disagreeable elements.
Work includes little or no potential exposure to hazardous conditions.
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, 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.