Job Family: Wholesale Banking

Job Sub-Family: Wholesale Relationship Management

Career Specialization: Wholesale Relationship Management - Business Banking

Career Stream: Professional

Career Level: P3

Job Profile
Sub-Family Definition

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 organization's 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 advanced knowledge of a job area typically obtained through advanced education and work experience. Responsibilities typically include:

• Managing projects / processes, working independently with limited supervision.
• Coaching and reviewing the work of lower level professionals.
• Problems faced are difficult and sometimes complex.

Knowledge & Experience

• Bachelor's Degree required; equivalent combination of education and experience may be considered
• Typically requires 5 - 6+ years prior experience, with in-depth knowledge of job area

Required Certifications/Licenses

• May require obtaining and/or maintaining NMLS registration

Job Code: WBWRMBP3

FLSA Status: Exempt

Salary Grade: 118

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.

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