Specialist II - Wholesale Client Services Delivery

Atlantic Union Bank; Fort Ritchie (MD); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) retirement plan

Paid time off

Wellness resources

Job summary

Atlantic Union Bank is seeking a Specialist II in Wholesale Client Services Delivery to support client requests, coordinate loan and deposit activities, and ensure regulatory compliance. This role collaborates with Relationship Managers, Credit Portfolio Managers, and Treasury teams to deliver high-quality service and accurate documentation.

The position emphasizes strong customer service, meticulous record-keeping, and the ability to manage multiple priorities in a hybrid work environment.

Qualifications

• 2+ years relevant banking or client services experience.
• Vocational or technical training may be required.
• Strong problem-solving and customer service skills.

Responsibilities

• Respond to daily client requests and inquiries promptly and professionally.
• Identify potential problems and compliance concerns to protect relationships.
• Assist with loan documentation, closings, and funding processes as needed.
• Maintain client records and gather required documents for due diligence.
• Support relationship managers with reporting and presentation materials.

Skills

Customer service

Time management

Communication

Attention to detail

Reading UCC/search results

Tools

CRM platforms

Core banking applications

Banking software

Job description

Specialist II - Wholesale Client Services Delivery

Job Category: Wholesale Banking

Requisition Number: SPECI010436

• Posted : August 26, 2026
• Full-Time
• Hybrid

Locations

Showing 1 location

Leesburg, VA 20175, USA

Description

Job Profile

The Specialist II responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience.

Position Accountabilities

• Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
• Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
• Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank’s loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
• Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
• Acquires working knowledge of the Bank’s Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity.
• Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
• Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
• Gathers, images, and files financial statements and documents as needed.
• Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
• Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
• Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
• Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
• Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
• Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
• Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
• Manage and/or assist in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers.
• Will acquire a working knowledge of specialized loans, including but not limited to asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities.
• Assists with reporting and clearing exceptions associated with loan and deposit accounts.
• Prepares loan account pay off quotes and coordinates collateral releases as applicable.
• Assists with the preparation of client presentation materials.

Knowledge

• Exceptional customer service and problem-solving proficiency
• Superior time management
• Excellent oral, written, and interpersonal communication
• Well organized with attention to detail
• Working knowledge of Real Estate Collateral and Title Policies
• Working knowledge in reading and interpreting UCC lien and judgment search results
• Ability to prioritize and manage multiple priorities
• Flexible, able to adapt to change
• Ability to work independently as well as within a team environment
• Analytical skills
• Outstanding computer skills relevant to Microsoft 365 Suite
• Working knowledge of commercial loan documentation
• Working knowledge of banking software programs preferred
• Experience with bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are beneficial.

Experience

Typically requires 2+ years relevant experience

May require vocational or technical training

Job Code: WBWHCSS2

FLSA Status: Non-Exempt

Salary Grade: 113

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

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

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.