Associate II - Wholesale Relationship Management - Business Banking

Atlantic Union Bank Careers•Chesapeake, VA

12d•Onsite

About The Position

Wholesale Relationship Management is responsible for developing, expanding, and maintaining relationships with commercial and institutional clients to support their financial needs and drive growth across the organizations wholesale banking portfolio. Activities include: Identifying client opportunities Delivering tailored financial solutions Coordinating product specialists Providing guidance across lending, treasury, capital, and advisory services Responsibilities also include managing the end-to-end client experience, monitoring portfolio performance, ensuring strong credit and risk practices, and collaborating with internal partners to support efficient onboarding, servicing, and issue resolution. Career Specialization Definition Wholesale Relationship Management - Business Banking is responsible for managing relationships with business banking clients through the delivery of financing, treasury, and financial solutions tailored to business needs and growth objectives. Other duties as assigned. Career Level Definition Applies practical knowledge of a job area typically obtain through advanced education and work experience. Responsibilities typically include: Working independently with general supervision. Problems faced are difficult but typically not complex. May influence others within the job area through explanation of facts, policies and practices.

Requirements

Bachelor's Degree required; equivalent combination of education and experience may be considered
Typically requires 3 - 5+ years prior experience, with practical knowledge of job area
Experience prospecting, calling on, and servicing businesses of varying size and complexity
Possess a strong degree of self-motivation, self-discipline, and time management skills
Calling segment are business clients in the $1MM - $10MM annual revenues range.
Market Geography: The greater Hampton Roads region, Northern Neck, Eastern Shore, and Northeastern NC.
May require obtaining and/or maintaining NMLS registration

Responsibilities

Identifying client opportunities
Delivering tailored financial solutions
Coordinating product specialists
Providing guidance across lending, treasury, capital, and advisory services
Managing the end-to-end client experience
Monitoring portfolio performance
Ensuring strong credit and risk practices
Collaborating with internal partners to support efficient onboarding, servicing, and issue resolution
Managing relationships with business banking clients through the delivery of financing, treasury, and financial solutions tailored to business needs and growth objectives
Working independently with general supervision
Influencing others within the job area through explanation of facts, policies and practices