Senior Wholesale Client Services Delivery Specialist

Atlantic Union Bank; Rockville (MD); On-site; USD 62,000 - 106,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

Life insurance

Disability coverage

401(k) plan

Paid time off

Wellness resources

Job summary

Atlantic Union Bank in Rockville, MD is seeking an experienced Wholesale Relationship Management professional (S3) to support wholesale client services delivery. You will identify client opportunities, deliver tailored financial solutions, coordinate product specialists, and guide across lending, treasury, capital, and advisory services.

You will manage end-to-end client experience, monitor portfolio performance, ensure strong credit and risk practices, and collaborate with internal partners to

Qualifications

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

Responsibilities

• Identify client opportunities.
• Deliver tailored financial solutions.
• Coordinate product specialists.
• Provide guidance across lending, treasury, capital, and advisory services.
• Manage end-to-end client experience; monitor portfolio performance; ensure strong credit and risk practices; collaborate with internal partners to support onboarding, servicing and issue resolution.

Job description

Atlantic Union Bank in Rockville, MD is seeking an experienced Wholesale Relationship Management professional (S3) to support wholesale client services delivery. You will identify client opportunities, deliver tailored financial solutions, coordinate product specialists, and guide across lending, treasury, capital, and advisory services.

You will manage end-to-end client experience, monitor portfolio performance, ensure strong credit and risk practices, and collaborate with internal partners to