Wholesale Banking Client Services Specialist II

Atlantic Union Bank; Leesburg (VA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Wellness resources

Job summary

Atlantic Union Bank in Leesburg, VA seeks a Specialist II to support Wholesale Banking clients, working closely with Relationship Managers, Credit Portfolio Managers, and Treasury Management teams to originate and service loans and deposits in assigned portfolios.

The role emphasizes regulatory compliance (BSA/AML), accurate documentation, and proactive client service to foster strong relationships and growth.

Qualifications

• 2+ years of relevant banking or financial services experience.
• Experience with loan and deposit origination processes preferred.
• Familiarity with BSA/AML regulations is a plus.

Responsibilities

• Respond to daily client requests and inquiries in a timely, professional manner.
• Coordinate with Relationship Managers and Credit Portfolio Managers to service loans and deposits.
• Ensure compliance with BSA/AML and other banking regulations.
• Open, service, and maintain wholesale deposit accounts.
• Prepare and review loan documents, closings, and related documentation.
• Support client relationship management and continuous service quality.

Job description

Atlantic Union Bank in Leesburg, VA seeks a Specialist II to support Wholesale Banking clients, working closely with Relationship Managers, Credit Portfolio Managers, and Treasury Management teams to originate and service loans and deposits in assigned portfolios.

The role emphasizes regulatory compliance (BSA/AML), accurate documentation, and proactive client service to foster strong relationships and growth.