Trust Advisor II (Virginia Beach) (HYBRID)
Sandy Spring Bancorp
United States
Workplace: HybridFull timeFunction: Finance & AccountingExperience: 10+ yearsEducation: bachelorsSkills: ["Customer service","Sales","Analytical skills","Communication","Time management"]Develop and deepen relationships with investment management and trust clients for an assigned book of business, including estate planning coordination and trust administration. Perform needs assessments, provide ongoing advice and counsel, and handle client inquiries and calls. Build referral sources and identify new sales opportunities through long-term client engagement while partnering with investment, tax, and legal professionals. Ensure compliance with bank policies and applicable regulations, including BSA/AML requirements.

