Wholesale Relationship Specialist

Atlantic Union Bank • Ashland, VA

5d • $62,100 - $105,600

About The Position

Wholesale Relationship Management develops, expands, and maintains relationships with commercial and institutional clients to support their financial needs and drive growth across the organization’s wholesale banking portfolio. The work includes identifying client opportunities, delivering tailored financial solutions, coordinating product specialists, and providing guidance across lending, treasury, capital, and advisory services. It also involves managing the end-to-end client experience, monitoring portfolio performance, ensuring strong credit and risk practices, and collaborating with internal partners to support onboarding, servicing, and issue resolution.

Wholesale Client Services Delivery supports the onboarding, servicing, administration, and operational delivery of products and services to wholesale banking clients. Activities may include client support, service coordination, implementation activities, and operational issue resolution. Other duties may be assigned.

This career level requires advanced knowledge of operational procedures and tools, typically gained through extensive work experience, and may require vocational or technical education. The role works under limited supervision in non-routine situations and may lead daily operations. Responsibilities may include training, delegating, and reviewing the work of lower-level employees. Problems are typically difficult and non-routine, but not complex. The position typically requires seven or more years of relevant experience and may require vocational or technical training.

Requirements

• Typically requires 7 or more years of relevant experience.
• May require vocational or technical training.
• Advanced knowledge of operational procedures and tools, generally obtained through extensive work experience.
• Ability to work under limited supervision in non-routine situations.

Responsibilities

• Develop, expand, and maintain relationships with commercial and institutional clients.
• Identify client opportunities and deliver tailored financial solutions.
• Coordinate product specialists and provide guidance across lending, treasury, capital, and advisory services.
• Manage the end-to-end client experience.
• Monitor portfolio performance and ensure strong credit and risk practices.
• Collaborate with internal partners to support efficient onboarding, servicing, and issue resolution.
• Support the onboarding, servicing, administration, and operational delivery of products and services to wholesale banking clients.
• Provide client support, service coordination, implementation activities, and operational issue resolution as needed.
• May lead daily operations and train, delegate, and review the work of lower-level employees.
• Perform other duties as assigned.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability coverage
• Paid time off
• 401(k) retirement savings plan
• Wellness resources
• Certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed