Relationship Manager

16 hours ago

Richmond, Virginia, United States Atlantic Union Bank Full time
Job Title: Relationship Specialist

At Atlantic Union Bank, we are seeking a highly skilled and experienced Relationship Specialist to join our team. As a key member of our Wholesale Support group, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.

Key Responsibilities:
  • Manage and respond to daily client requests and inquiries in a timely and professional manner.
  • Work proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
  • Execute and adhere to all federal and state regulations governing bank operations, including BSA/AML requirements.
  • Maintain a strong working knowledge of the Bank's Treasury Management products and services.
  • Monitor daily non-sufficient funds and unposted transaction reports, obtain necessary approvals, and process decisions.
  • Process payments and advances on loan accounts and transfers and stop payments on deposit accounts.
  • Gather, image, and file financial statements and documents as needed.
  • Order and/or request pre-closing due diligence items, including lien searches, flood certifications, business valuations, appraisals, and environmental reports.
  • Complete detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures.
  • Collect information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information.
  • Work directly with Centralized Doc Prep to request internally prepared loan documents and ensure loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
  • Handle internal loan closings and coordinate external loan closings, including engaging and working with Bank counsel, closing attorneys, and title companies, as applicable.
  • Fund and board loans, including reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
  • Prepare tickets, online transaction entries (OTEs), and wire transfers as needed.
  • Manage and/or assist in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers.
  • Assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents.
  • Maintain a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities.
  • Assist with reporting and clearing exceptions associated with loan and deposit accounts.
  • Prepare loan account pay off quotes and coordinate collateral releases as applicable.
  • Assist with the preparation of client presentation materials.
  • Assist with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
  • Serve as a subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing.
  • Assist with mentoring, coaching, and training new and existing Relationship Specialists.
  • Complete all assigned training, including but not limited to compliance training, on or before the due date.
  • Serve as a back-up for other Relationship Specialists to ensure a balanced workload.
  • Assist the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assist with prioritizing workflow and redirecting or handling of surplus workload as needed.
  • May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assist with creating common knowledge and consistent practices within the Wholesale Support group.
  • This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry-level commercial underwriting concepts.
  • Promote an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
  • Perform other duties as assigned.
Requirements:
  • High school diploma or equivalent, college degree preferred.
  • Seven plus years of wholesale or consumer banking or industry-related experience required.
  • Three plus years of commercial loan and deposit experience required.
Preferred Qualifications:
  • Exceptional customer service and problem-solving proficiency.
  • Superior time management.
  • Excellent oral, written, and interpersonal communication.
  • Very organized and detail-oriented.
  • Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral.
  • Expert proficiency in reading and interpreting UCC lien and judgment search results.
  • Ability to prioritize and manage multiple priorities.
  • Flexible, able to adapt to change.
  • Ability to work independently as well as within a team environment.
  • Outstanding analytical skills.
  • First-rate computer skills relevant to Microsoft 365 Suite.
  • Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies, and Masters Deeds of Trust.
  • Strong working knowledge of business deposit accounts.
  • Extensive and strong working knowledge of banking software programs.
  • Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
  • Management and mentor experience are beneficial.

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 about/careers/benefits

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