Senior Associate - Wholesale Relationship Management - Business Banking

Atlantic Union Bank; Charlotte (NC); Hybrid; CAD 138,000 - 249,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

Paid time off

401(k) plan

Wellness resources

Job summary

Atlantic Union Bank seeks a Senior Associate in Wholesale Relationship Management - Business Banking to nurture and expand commercial client relationships in a hybrid role based in Charlotte, NC. You will deliver tailored financial solutions across lending, treasury, capital, and advisory services and coordinate product specialists to meet client needs.

The ideal candidate has a Bachelor's degree and 5–6+ years in wholesale banking, with a proven ability to identify opportunities, manage the

Qualifications

• Bachelor's degree required; equivalent combination of education and experience may be considered.
• Typically 5–6+ years of wholesale banking experience with in-depth knowledge of the field.
• Knowledge of lending, treasury, capital, and advisory services.

Responsibilities

• Identify client opportunities and deliver tailored financial solutions.
• Coordinate product specialists to support client needs.
• Provide guidance across lending, treasury, capital, and advisory services.
• Manage end-to-end client experience with strong credit and risk practices.

Skills

Relationship management

Financial analysis

Client engagement

Project management

Education

Bachelor's degree

Job description

Senior Associate - Wholesale Relationship Management - Business Banking

Job Category: Wholesale Banking

Requisition Number: SENIO010545

• Full-Time


• Hybrid


• Salary Range : $99,100 USD to $178,400 USD

Locations

Showing 1 location

Charlotte, NC 28211, USA

Description

Job Family: Wholesale Banking

Job Sub-Family: Wholesale Relationship Management

Career Specialization: Wholesale Relationship Management - Business Banking

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.

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.

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

• 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

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.