Senior Specialist - Wholesale Client Services Delivery

Job Family: Wholesale Banking

Job Sub-Family: Wholesale Relationship Management

Career Specialization: Wholesale Client Services Delivery

Career Stream: Support

Career Level: S4

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 Client Services Delivery is responsible for supporting 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 as assigned.

Career Level Definition

Requires advanced knowledge of operational procedures and tools obtained through extensive work experience and may require vocational or technical education. Responsibilities typically include:

• Working under limited supervision for non-routine situations and may be responsible for leading daily operations.
• Training, delegating and reviewing the work of lower level employees.
• Problems are typically difficult and non-routine but not complex.

Knowledge & Experience

• Typically requires 7+ years relevant experience
• May require vocational or technical training

Job Code: WBWHCSS4

FLSA Status: Non-Exempt

Salary Grade: 115

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