Business Banking Team Lead II (Charlotte, Winston Salem, Burlington, Raleigh, or Wilmington, NC)

Atlantic Union Bank Careers•Charlotte, NC

15d

About The Position

Responsible for developing a regional Business Banking team to complement the bank’s market presence by developing and maintaining a profitable portfolio of clients relative to loans, deposits and treasury service products. The Business Banking Team Leader II is a relationship manager who calls on businesses with revenue up to $5 million. This position oversees and supervises other Business Banking Relationship Managers in the region and will direct, administer and coordinate the team’s Business Banking line of business activities in accordance with company policy as monitored by the Head of Business Banking. Position Accountabilities Formulate and implement a program for business development and sales promotion by client base within the region, organizing resources, focusing officer calling program and making joint calls on important prospects and existing customers. Monitor and manage ongoing regional performance to established goals and objectives. Manage a group of Business Banking Relationship Managers to effectively meet prospect and client banking needs by coaching, profiling, reviewing and augmenting the activities of Business Banking Relationship Managers through direct client contact. Call on high potential prospects and Business Banking customers to sell and service all banking need (loans, deposits, treasury service), including an active focus on partner referrals and Business Banking opportunities. Promote and cross-sell other bank products and services to meet customer & prospect opportunities as profiles and needs assessments are reviewed. Partner with Centralized Business Underwriting to enforce the bank’s Business Banking lending policies to include loan’s approved in accordance with defined loan authorities. Actively manage, monitor and report status of all exceptions and past dues on business banking loans in accordance with loan policy. Coordinate Business Banking activities with Business Banking Teammates and the Head of Business Banking and other lines of business to set business banking product sales and service objectives. Work with the Business Banking Sales Manager to monitor results versus objectives and recommends necessary strategic adjustments to ensure objectives are reached. Provide ongoing group and individual training for Business Banking Relationship Managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community. Work with Branch and Treasury staff to solicit treasury services and deposit accounts. Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines.

Requirements

Bachelor's Degree or equivalent work experience
Team sales management or equivalent work experience
Five to Ten+ years of comprehensive sales experience
Five+ years of business lending, treasury service, and deposit product sales experience
Demonstrated leadership skills and the ability to inspire team members to excel
Highly motivated and committed individual
Ability to originate owner occupied real estate and C&I loans.
Ability to work well in a sales driven environment.
Excellent interpersonal, public relations and client service skills
Proven ability to solve problems and make sound business decisions
Excellent organizational and verbal/written communication and sales presentation skills
Excellent computer skills with strong working knowledge of Microsoft Office Programs including Excel, Word and Outlook.
Proven training and development

Responsibilities

Formulate and implement a program for business development and sales promotion by client base within the region, organizing resources, focusing officer calling program and making joint calls on important prospects and existing customers.
Monitor and manage ongoing regional performance to established goals and objectives.
Manage a group of Business Banking Relationship Managers to effectively meet prospect and client banking needs by coaching, profiling, reviewing and augmenting the activities of Business Banking Relationship Managers through direct client contact.
Call on high potential prospects and Business Banking customers to sell and service all banking need (loans, deposits, treasury service), including an active focus on partner referrals and Business Banking opportunities.
Promote and cross-sell other bank products and services to meet customer & prospect opportunities as profiles and needs assessments are reviewed.
Partner with Centralized Business Underwriting to enforce the bank’s Business Banking lending policies to include loan’s approved in accordance with defined loan authorities.
Actively manage, monitor and report status of all exceptions and past dues on business banking loans in accordance with loan policy.
Coordinate Business Banking activities with Business Banking Teammates and the Head of Business Banking and other lines of business to set business banking product sales and service objectives.
Work with the Business Banking Sales Manager to monitor results versus objectives and recommends necessary strategic adjustments to ensure objectives are reached.
Provide ongoing group and individual training for Business Banking Relationship Managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures.
Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients.
Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community.
Work with Branch and Treasury staff to solicit treasury services and deposit accounts.
Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines.

Benefits

This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program.
General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits

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