Specialist III - Wholesale Client Services Delivery

Atlantic Union Bank

$62K — $105K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant experience in wholesale banking or client services
  • Understanding of operational procedures in banking environments
  • Vocational or technical training may be required
  • Strong analytical skills for problem solving
  • Ability to work under limited supervision

Responsibilities

  • Develop and maintain relationships with commercial and institutional clients
  • Identify opportunities to drive client engagement
  • Deliver tailored financial solutions to meet client needs
  • Coordinate with product specialists for optimal service delivery
  • Manage end-to-end client experience including onboarding and servicing
  • Monitor portfolio performance and uphold credit and risk practices
  • Collaborate with internal partners to resolve client issues effectively

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Life insurance and disability coverage
  • Paid time off for balance between work and personal life
  • 401(k) retirement savings plan
  • Wellness resources and programs
  • Potential for performance-based bonuses and incentive compensation
Full Job Description
Job Family: Wholesale Banking

Job Sub-Family: Wholesale Relationship Management

Career Specialization: Wholesale Client Services Delivery

Career Stream: Support

Career Level: S3

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 broad 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 routine situations.
  • Providing assistance and training to lower level employees.
  • Problems typically are not routine and require analysis to understand.

Knowledge & Experience

  • Typically requires 5+ years relevant experience
  • May require vocational or technical training


Job Code: WBWHCSS3

FLSA Status: Non-Exempt

Salary Grade: 114

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 compensation range for this role is $62,100-$105,570

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

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