Senior Associate - Wholesale Relationship Management - Business Banking

Sandy Spring Bancorp
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Client relationship management","Independent work","Coaching","Problem-solving","Risk awareness"]

Own and grow relationships with commercial and institutional clients across the wholesale banking portfolio. Identify opportunities, coordinate product specialists, and deliver tailored financing and treasury solutions. Manage end-to-end client experience, monitor portfolio performance, and help ensure strong credit and risk practices while partnering internally to support efficient onboarding, servicing, and issue resolution. Perform independently with advanced knowledge and coach/review work of lower-level professionals.

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Sandy Spring Bancorp
Sandy Spring Bancorp
1 day ago

Senior Associate - Wholesale Relationship Management - Business Banking

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Own and grow relationships with commercial and institutional clients across the wholesale banking portfolio. Identify opportunities, coordinate product specialists, and deliver tailored financing and treasury solutions. Manage end-to-end client experience, monitor portfolio performance, and help ensure strong credit and risk practices while partnering internally to support efficient onboarding, servicing, and issue resolution. Perform independently with advanced knowledge and coach/review work of lower-level professionals.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop, expand, and maintain relationships with commercial and institutional clients to support financial needs and drive wholesale portfolio growth.
  • •Identify client opportunities and deliver tailored financial solutions across lending, treasury, capital, and advisory services.
  • •Coordinate product specialists and provide guidance to support client needs.
  • •Manage the end-to-end client experience, monitor portfolio performance, and help ensure strong credit and risk practices.
  • •Collaborate with internal partners to support efficient onboarding, servicing, and issue resolution.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability CoveragePaid Leave401kRetirement SavingsWellness Stipend

Key Requirements

  • •Bachelor's degree required, or equivalent combination of education and experience.
  • •5–6+ years of prior experience with in-depth knowledge of wholesale relationship management/wholesale banking.
  • •May require obtaining and/or maintaining NMLS registration.
  • •Independently manage projects/processes and handle difficult, complex problems.
  • •Coaching and reviewing the work of lower-level professionals (where applicable).
Experience:5+ years
Education:Bachelor's
Skills:Client relationship managementIndependent workCoachingProblem-solvingRisk awareness
Certifications:NMLS registration

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