1 week ago

Wholesale Relationship Specialist III

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Support the Wholesale Banking line of business by managing day-to-day client requests and inquiries, helping originate and service wholesale loans and deposit accounts, and facilitating strong client relationship experiences. Partner with relationship managers, credit portfolio managers, treasury management, and loan services to process account maintenance, due diligence, closings, funding, exception handling, and accurate documentation while ensuring strict compliance with BSA/AML and other regulations.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Respond to daily client requests and inquiries professionally, performing research, resolving complaints, and facilitating solutions per bank policies.
•Ensure compliance with federal and state banking regulations, including BSA/AML, while maintaining discretion and confidentiality of proprietary materials.
•Open, service, and maintain wholesale deposit accounts; monitor and process NFS and unposted transaction reports with timely client and internal communication.
•Coordinate loan origination and administration activities including due diligence, document preparation with centralized doc prep, loan closings, funding/boarding, payoffs, and collateral releases.
•Process payments/advances and manage specialized loan activities, including construction/development loan draw requests and support with reporting and exception clearing; assist with training/mentoring as needed.

Key Requirements

•High school diploma or equivalent; college degree preferred.
•5+ years of commercial or consumer banking or industry-related experience.
•1–3 years of commercial loan and deposit experience.
•Exceptional customer service and problem-solving skills with strong communication and attention to detail.
•Proficiency working with Title Policies/UCC lien and judgment search results; strong computer skills (Microsoft 365 Suite) and knowledge of commercial loan documentation.

Experience:5+ yearsCommercial bankingConsumer bankingBanking

Education:High School

Skills:Customer serviceProblem-solvingTime managementCommunicationAnalytical skills

Tech Stack:Microsoft 365 SuiteCRMCore bank applicationsBusiness online banking platformsLoan origination softwareBank loan documentation softwareConstruction management softwareWire transfersOTEsOnline transaction entries

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

Website LinkedIn

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Sandy Spring Bancorp

1 week ago

Wholesale Relationship Specialist III

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Respond to daily client requests and inquiries professionally, performing research, resolving complaints, and facilitating solutions per bank policies.
•Ensure compliance with federal and state banking regulations, including BSA/AML, while maintaining discretion and confidentiality of proprietary materials.
•Open, service, and maintain wholesale deposit accounts; monitor and process NFS and unposted transaction reports with timely client and internal communication.
•Coordinate loan origination and administration activities including due diligence, document preparation with centralized doc prep, loan closings, funding/boarding, payoffs, and collateral releases.
•Process payments/advances and manage specialized loan activities, including construction/development loan draw requests and support with reporting and exception clearing; assist with training/mentoring as needed.

Key Requirements

•High school diploma or equivalent; college degree preferred.
•5+ years of commercial or consumer banking or industry-related experience.
•1–3 years of commercial loan and deposit experience.
•Exceptional customer service and problem-solving skills with strong communication and attention to detail.
•Proficiency working with Title Policies/UCC lien and judgment search results; strong computer skills (Microsoft 365 Suite) and knowledge of commercial loan documentation.

Experience:5+ yearsCommercial bankingConsumer bankingBanking

Education:High School

Skills:Customer serviceProblem-solvingTime managementCommunicationAnalytical skills

Company Brief

Sandy Spring Bancorp

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

Website LinkedIn