Wholesale Relationship Specialist

Atlantic Union Bank; Ashland (VA); On-site; USD 120,000 - 180,000; Full time

Job summary

Atlantic Union Bank seeks a seasoned Wholesale Relationship Manager to develop and expand relationships with commercial and institutional clients. The role involves identifying opportunities, delivering tailored financial solutions, and coordinating product specialists to support client needs.

You will guide across lending, treasury, and advisory services while ensuring the end-to-end client experience, monitoring portfolio performance, and maintaining strong credit/risk practices in

Qualifications

• Typically requires 7+ years relevant experience.
• May require vocational or technical training.

Responsibilities

• Identify client opportunities across wholesale banking.
• Deliver tailored financial solutions to commercial and institutional clients.
• Coordinate product specialists to support client needs.
• Provide guidance across lending, treasury, capital, and advisory services.
• Manage end-to-end client experience and onboarding.
• Monitor portfolio performance and credit/risk practices.
• Collaborate with internal partners to ensure efficient servicing and issue resolution.

Skills

Client relationship management

Financial solutions knowledge

Job description

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 advanced 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 non-routine situations and may be responsible for leading daily operations.
• Training, delegating and reviewing the work of lower level employees.
• Problems are typically difficult and non-routine but not complex.

Knowledge & Experience

• Typically requires 7+ years relevant experience
• May require vocational or technical training

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

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.