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Atlantic Union Bank · 9 hours ago

Business Banking Relationship Manager II

Glen Allen, VA

Full-time

Onsite

Senior Level

5+ years exp

Atlantic Union Bank is focused on providing comprehensive banking services to businesses. The Business Banking Relationship Manager II is responsible for generating new business, assessing client needs, managing loan portfolios, and ensuring high customer satisfaction through effective relationship management.

BankingFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Generate new business to assist in meeting Business Banking line of business goals established by the Head of Business Banking and in line with the company’s organizational growth and profit goals

Actively assess needs of potential prospects and clients and provide appropriate financial solutions

Ensure proper loan underwriting and structuring is achieved through enforcement of the bank’s Business Banking and Corporate loan policies and ensure that loans are properly approved in accordance with defined loan authorities and in conjunction with the centralized underwriting units

Make calls on high potential prospects and business banking customers to sell and service all banking needs (loans, deposits, investments & wealth management services, etc.). In addition, promotes and cross-sells other bank products and services to meet customer requirements as customer profiles are reviewed

Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy. Proactively manage the loan portfolio regarding renewals to avoid matured loan facilities

Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Work closely with Relationship specialists, Business Banking Leaders to achieve sales and service targets

Assist in directing public relations activities and the coordination of contacts within the community including activity in local Community Reinvestment Act organizations

Coordinate business activities with our branch network to help set business product sales and service objectives

Develop and maintain constructive relations with all company departments, including, but not limited to retail banking, commercial banking, centralized underwriting units, treasury management, investments/wealth management, mortgage, loan operations, deposit operations, client call center, etc

Adhere to the necessary individual and group training for business banking relationship managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures

Perform assigned responsibilities in compliance with all job-relevant legal and regulatory requirements

Maintain current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities

Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities

Qualification

Business banking experienceSales experienceCredit analysis trainingClient service skillsLeadership skillsTraining experienceProblem-solving abilityOrganizational skillsCommunication skills