Senior Associate - Wholesale Relationship Management - Business Banking

Atlantic Union Bank; Charlotte (NC); On-site; USD 100,000 - 150,000; 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

Incentive compensation

Bonuses

Other variable compensation

Job summary

Atlantic Union Bank is seeking a seasoned Wholesale Relationship Manager to lead and grow key commercial and institutional client relationships in the Charlotte, NC market, delivering tailored financial solutions and exceptional service.

You will coordinate lending, treasury, capital, and advisory services, monitor portfolio performance, ensure strong credit and risk practices, and collaborate with internal partners to onboard, service, and resolve issues across the client lifecycle.

Qualifications

• Bachelor's degree in relevant field is required.
• Typically 5–6+ years of wholesale banking experience.
• Strong knowledge of lending, treasury, and advisory services.

Responsibilities

• Develop and expand relationships with commercial and institutional clients.
• Deliver tailored financing and treasury solutions.
• Coordinate with product specialists and manage onboarding and ongoing service.

Skills

Relationship management

Credit risk awareness

Financial analysis

Education

Bachelor's Degree

Job description

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

Benefits

• medical


• dental


• vision


• life insurance


• disability coverage


• paid time off


• retirement savings through a 401(k) plan


• wellness resources


• other programs designed to support teammates' health and financial well-being


• incentive compensation


• bonuses


• other variable compensation


• 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.