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Commercial Banking Relationship Manager III

2 months ago

Palm Springs, California, United States Atlantic Union Bank Full time
Job Summary

We are seeking a highly skilled Commercial Banking Relationship Manager III to join our team at Atlantic Union Bank. As a key member of our commercial banking team, you will be responsible for developing and managing a portfolio of commercial relationships, originating complex C&I loans, and driving business growth.

Key Responsibilities
  • Develop and maintain a quality loan portfolio with an emphasis on companies with revenues between $10 - $60 million, obtaining deposits and cross-selling other Bank products and services.
  • Work closely with internal partners to facilitate the development of new business relationships and retain existing customer relationships.
  • Prepare correspondence, commitment letters, loan memorandums, and associated documents as required.
  • Monitor loan portfolio and maintain updated financial information.
  • Expand existing knowledge base of commercial and other products and services, including loan policy, documentation, structuring, and regulatory requirements.
  • Ensure the portfolio administration and risk management of each client relationship is in compliance with established credit policy, procedure, and business strategy as well as commercial and regulatory guidelines.
  • Identify and successfully capitalize on cross-sell opportunities and make appropriate referrals.
  • Execute a call program to acquire, retain, and expand customer relationships.
  • Maintain pipeline of existing relationships and new prospects.
  • Collect and maintain financial information on borrowers and interact with customers to ensure that all banking needs are being met.
  • Assist in mentoring teammates, to include credit analysis, financial spreading, and underwriting.
  • Provide financial advice to customers and profitably sell appropriate products and services to those prospects and clients.
  • Work with Treasury staff to solicit treasury services and deposit accounts.
  • Ensure that own work is in compliance with applicable policies, procedures, laws, regulations, and guidelines.
  • Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community.
Requirements
  • Bachelor's degree in Business, Economics, or Finance preferred or equivalent banking experience.
  • Minimum 5-8 years of commercial banking experience and a proven track record of generating deposit and fee income.
Preferred Qualifications
  • Ability to service and originate more challenging and complex C&I loans.
  • Government Contracting experience preferred.
  • Proficient in analyzing complex financial statements and credit applications.
  • Strong professional writing skills, can articulate a customer's business needs succinctly and accurately in credit packages.
  • Demonstrates effective problem-solving and excellent collaboration and inter-personal communication skills.
  • Possesses excellent C&I lending and product knowledge and organization skills.
  • Ability to make knowledgeable loan decisions based on information supplied by the customer verified through a rigorous underwriting process, strong ability to structure loans.
  • Proven track record with sales and new business development in conjunction with exceeding sales goals.
  • Ability to work well in a sales-driven environment.
  • Ability to manage multiple tasks at one time without supervision.
  • Knowledge of applicable laws and regulatory compliance related to commercial lending.
  • Proficient computer skills with good working knowledge of Microsoft Office programs including Excel, Word, and Outlook.