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Principal - Wholesale Relationship Management - Commercial

Hiring from
United States
Work type
Hybrid
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Are you skilled at building strong client relationships and understanding the financial needs of businesses? Do you enjoy collaborating with others to solve problems and deliver solutions that make a meaningful impact for businesses and organizations in your community?

We are Atlantic Union Bank, the largest regional bank in the mid-Atlantic, and we are looking for a Wholesale Relationship Associate to join our Caring, Courageous, and Committed team. In this role, you’ll support relationship managers and commercial and institutional clients by helping deliver tailored financial solutions, coordinating resources across the organization, and creating a seamless client experience. If you’re ready to put your relationship-building skills to work in a customer-focused environment where your contributions can make an impact, we would welcome meeting you.

Your Impact

As a Wholesale Relationship Manager, you’ll play an important role in strengthening client relationships and contributing to the success of our wholesale banking team. You’ll work across lending, treasury, capital, and advisory services, partnering with relationship managers and internal specialists to understand client needs, support your clients’ business growth, and deliver exceptional service.

You’ll have the opportunity to bring your experience and perspective to a customer-focused team, build meaningful relationships across the bank, and make a visible impact as you continue growing your career with Atlantic Union Bank.

What You’ll Do

Support meaningful client relationships

  • Assist with managing relationships with commercial and institutional clients by supporting client needs and delivering a high level of service.
  • Help identify opportunities to deepen relationships by understanding client goals, business needs, and financial priorities.
  • Support the coordination and delivery of tailored financial solutions across lending, treasury, capital, and advisory services.
  • Partner with relationship managers and internal teams to support a seamless client experience from onboarding through ongoing servicing.
  • Respond to client requests and help resolve issues by coordinating with the appropriate internal partners.

Enable business growth

  • Support relationship management activities that contribute to revenue growth and client retention.
  • Assist with preparing client information, relationship reviews, and materials that support business development efforts.
  • Identify opportunities for collaboration with product specialists and lines of business to connect clients with the right solutions.
  • Apply and expand your knowledge of wholesale banking products, services, and market trends to better support client conversations and business objectives.

Execute with operational excellence

  • Support accurate and timely completion of client onboarding, account maintenance, and relationship management activities.
  • Apply your expertise of credit and risk requirements when supporting client activities.
  • Follow established policies, procedures, and applicable regulations.
  • Collaborate with internal teams to support efficient processes, servicing, and issue resolution.

Be a great Teammate

  • Take ownership of your work, contribute to team goals, and build strong relationships with clients and Teammates.
  • Share your knowledge and perspective while staying current as our business, technology, and client needs evolve.
  • Work collaboratively, communicate openly, take ownership of your actions, and support the success of our clients and Teammates.

What You’ll Need

  • Bachelor’s degree required; equivalent combination of education and experience may be considered.
  • Typically requires 6 - 8+ years prior experience, with deep knowledge of job area
  • Strong interest in developing a career in commercial or wholesale banking.
  • Ability to build relationships, collaborate with internal partners, and communicate effectively with clients and Teammates.
  • Strong organizational skills with the ability to manage multiple priorities and deliver accurate work.
  • Ability to learn and apply knowledge of financial products, services, and banking practices.

Why Atlantic Union Bank?

For more than a century, Atlantic Union Bank has helped people, families, and businesses reach their financial goals by building trusted relationships in the communities we serve. No matter how much we've grown, we've stayed true to who we are: a local bank that cares. Our Teammates are the heart of that promise. That's why we invest in them with competitive pay and benefits, ongoing learning and development, and opportunities to build meaningful, long-term careers while making a difference in the communities they serve.

Salary offered will be based on several factors, including but not limited to, education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit-sharing bonus program. General information on our comprehensive benefits package can be found by visiting: https://www.atlanticunionbank.com/about/careers/benefits

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

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