Wholesale Relationship Specialist IV (Reston, Leesburg, or Rockville)
Sandy Spring Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Customer service","Problem-solving","Time management","Communication","Detail oriented","Analytical skills","Organizational skills","Adaptability"]Support the Wholesale Banking line by managing daily client requests, servicing wholesale deposit accounts, and assisting with loan origination and closings. You’ll handle compliance-driven workflows (BSA/AML, OFAC, beneficial ownership), monitor transaction exceptions, and help prepare due diligence and documentation for accurate funding and boarding. Serve as a subject matter expert on treasury management and specialized loans, while mentoring junior relationship specialists and supporting supervisor training needs.
