Sandy Spring Bancorp

1 month ago

Wholesale Client Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Manage smaller commercial and wholesale client relationships, including inbound referral handling and construction consulting for non-CRE construction loans. Maintain and improve client portfolios through new originations, renewals, modifications, risk rating reviews, and problem-loan management. Coordinate sales/service execution, handle escalated client inquiries professionally, support loan advance and account maintenance, and collaborate with internal credit, document preparation, and approvals teams to support loan closings and ongoing service needs.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Maintain and manage a portfolio of smaller commercial/wholesale client relationships, including new originations, renewals, modifications, risk rating review, and problem-loan management.
•Coordinate client sales and service execution and handle inbound referrals from Wholesale, Commercial, and other bank areas.
•Provide construction consulting support for non-CRE construction loans and support related construction consulting efforts across the bank.
•Ensure incoming customer requests, inquiries, and escalated issues are resolved consistently and professionally.
•Facilitate deposit openings and cross-sell implementation, manage overdrafts and loan payment issues, process loan advances and account maintenance, and support loan closings through coordination with centralized document preparation and commercial credit approvals.

Key Requirements

•College degree or relevant industry training (e.g., credit program, CCIM certification, RMA/ABA training).
•Five+ years in wholesale/commercial banking.
•Familiarity with AUB platforms, including Horizon XE, nCino, and Precision Lender.
•Superior customer service skills with strong communication and attention to detail.
•Ability to prioritize and manage multiple priorities and large customer loads.

Experience:5+ yearsWholesale bankingCommercial bankingConstruction lending

Skills:Customer serviceCommunicationOrganizationProblem solvingTime management

Certifications:CCIM

Tech Stack:Horizon XENCinoPrecision LenderMicrosoft Office

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 month ago

Wholesale Client Relationship Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 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

•Maintain and manage a portfolio of smaller commercial/wholesale client relationships, including new originations, renewals, modifications, risk rating review, and problem-loan management.
•Coordinate client sales and service execution and handle inbound referrals from Wholesale, Commercial, and other bank areas.
•Provide construction consulting support for non-CRE construction loans and support related construction consulting efforts across the bank.
•Ensure incoming customer requests, inquiries, and escalated issues are resolved consistently and professionally.
•Facilitate deposit openings and cross-sell implementation, manage overdrafts and loan payment issues, process loan advances and account maintenance, and support loan closings through coordination with centralized document preparation and commercial credit approvals.

Key Requirements

•College degree or relevant industry training (e.g., credit program, CCIM certification, RMA/ABA training).
•Five+ years in wholesale/commercial banking.
•Familiarity with AUB platforms, including Horizon XE, nCino, and Precision Lender.
•Superior customer service skills with strong communication and attention to detail.
•Ability to prioritize and manage multiple priorities and large customer loads.

Experience:5+ yearsWholesale bankingCommercial bankingConstruction lending

Skills:Customer serviceCommunicationOrganizationProblem solvingTime management

Certifications:CCIM

Tech Stack:Horizon XENCinoPrecision LenderMicrosoft Office

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