Specialist III - Wholesale Client Services Delivery

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

Job Family: Wholesale Banking

Job Sub-Family: Wholesale Relationship Management

Career Specialization: Wholesale Client Services Delivery

Career Stream: Support

Career Level: S3

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 organizationas 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 Client Services Delivery is responsible for supporting the onboarding, servicing, administration, and operational delivery of products and services to wholesale banking clients. Activities may include client support, service coordination, implementation activities, and operational issue resolution. Other duties as assigned.

Career Level Definition

Requires broad knowledge of operational procedures and tools obtained through extensive work experience and may require vocational or technical education. Responsibilities typically include:

• Working under limited supervision for routine situations.
• Providing assistance and training to lower level employees.
• Problems typically are not routine and require analysis to understand.

Knowledge & Experience

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

Job Code: WBWHCSS3

FLSA Status: Non-Exempt

Salary Grade: 114

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc. The compensation range for this role is $62,100-$105,570

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

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.