Senior Specialist - Capital Markets Sales & Support

Atlantic Union Bank; Richmond (VA); On-site; USD 100,000 - 130,000; Full time

Job summary

Atlantic Union Bank in Richmond, VA seeks a Senior Specialist in Capital Markets Sales & Support to provide comprehensive client and operational support for specialty groups. Expect independent work, proactive issue resolution, and mentoring junior teammates while aligning with division initiatives.

The role emphasizes driving solutions, partnering with stakeholders, and maintaining high standards for client satisfaction and process improvement.

Qualifications

• High school diploma or equivalent; bachelor's degree in business administration, or related degree, preferred
• 7+ years' experience in consumer, commercial, or middle market/corporate banking
• 3+ years' experience in specialty lending, capital markets, or related space

Responsibilities

• Lead by example and support a collaborative Group culture
• Manage client requests and inquiries with professionalism and timely resolution
• Research, troubleshoot, and resolve customer issues; communicate best practices
• Identify and elevate potential compliance or risk concerns
• Develop and maintain reporting processes for the Group
• Participate in Division-wide projects and initiatives; help create common standards
• Update and maintain product white papers, FAQs, and client materials
• Oversee communication, development, and documentation of policies and procedures
• Partner with Finance and Operations to support products or initiatives
• Mentor and coach junior associates to support growth
• Contribute to merger and acquisition activities including due diligence and integration

Skills

Excel (Advanced)

Accounting

Finance principles

Organizational skills

Communication

Time management

Analytical thinking

Education

Bachelor's degree preferred

High school diploma or equivalent

Tools

Microsoft Office

Job description

Description

The Capital Markets Sales & Support Senior Specialist (the \"Specialist\") provides comprehensive operational and client support for specialty groups or products within the Group. The Specialist manages more complex client service needs, contributes to product and process enhancements, and serves as a trusted partner to internal stakeholders.

This role is expected to act independently in most functions, proactively identifying issues, driving solutions, and mentoring more junior teammates. The Specialist supports Division initiatives and plays a critical role in ensuring the effective delivery of capital markets services while strengthening client satisfaction. Work is varied, with shifting priorities and limited supervision, requiring initiative, judgment, and accountability.

Position Accountabilities

• Lead by example, supporting and enhancing a strong, collaborative Group culture.
• Manage client requests and inquiries with professionalism, ensuring timely and effective resolution.
• Research, troubleshoot, and resolve customer issues, while communicating best practices to ensure consistency and efficiency.
• Proactively identify and elevate potential compliance or risk concerns.
• Develop and maintain reporting processes for the Group.
• Participate in Division-wide projects and initiatives, contributing to the creation of common standards and practices.
• Update and maintain product white papers, FAQs, and client-facing materials.
• Oversee the communication, development, and documentation of policies and procedures.
• Partner with Finance and Operations to support specific products, initiatives, or process improvements.
• Mentor and coach junior associates to support their professional growth and development.
• Contribute to merger and acquisition activities, including due diligence and integration for relevant products or specialties.

Organizational Relationship

This position reports to a Sales and Support leader within the Capital Markets Group.

Position Qualifications

Education & Experience

• High school diploma or equivalent; bachelor's degree in business administration, or related degree, preferred
• 7+ years' experience in consumer, commercial, or middle market/corporate banking
• 3+ years' experience in specialty lending, capital markets, or related space

Knowledge & Skills

• Advanced proficiency in Microsoft Office tools, with emphasis on Microsoft Excel.
• Strong understanding of accounting, economics, and finance principles.
• Excellent organizational, interpersonal, and communication skills, with proven client engagement success.
• Ability to prioritize multiple, complex tasks under limited supervision and changing deadlines.
• Excellent analytical and problem-solving skills, with strong attention to detail and accuracy.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

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.