Associate II - Wholesale Relationship Management - Business Banking

Atlantic Union Bank

$82K — $148K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required (or equivalent experience)
  • 3-5+ years of relevant experience in business banking
  • Proficient in prospecting and servicing diverse business clients
  • Strong self-motivation and time management skills
  • Ability to work independently with minimal supervision

Responsibilities

  • Identify opportunities within the client base
  • Deliver tailored financial solutions to clients
  • Coordinate with product specialists for comprehensive service
  • Provide guidance on lending, treasury, and advisory services
  • Manage the client experience from onboarding to issue resolution
  • Monitor portfolio performance to ensure strong credit and risk practices
  • Collaborate with internal teams to optimize service delivery

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability coverage
  • Paid time off for work-life balance
  • 401(k) retirement savings plan
  • Access to wellness resources and financial well-being programs
Full Job Description
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.
Knowledge & Experience
  • 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.

Additional Information
    • 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.
Required Certifications/Licenses
  • May require obtaining and/or maintaining NMLS registration

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc. The salary range for this role is $82,600--$148,700.

Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank

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