Specialist III

• Wholesale Client Services Delivery Atlantic Union Bank
• 3.7 Columbia, MD Job Details $62,100
• $105,570 a year 1 hour ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance Life insurance Qualifications Banking risk management Financial services customer support Customer relationship building Portfolio performance analysis 5 years Promoting bank products Portfolio performance measurement Post-sales issue resolution Managing clients in a customer support role Analysis skills Managing clients in a finance role Customer relationship management Managing banking or lending client portfolios Trade school Client growth strategy Senior level Portfolio risk management

Training Full Job Description Job Family:

Wholesale Banking Job Sub-Family:

Wholesale Relationship Management Career Specialization:

Wholesale Client Services Delivery Career Stream:

Support Career Level:

S3 Job Profile Sub-Family Definition 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 organization’s 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 broad 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 routine situations. Providing assistance and training to lower level employees. Problems typically are not routine and require analysis to understand. Knowledge & Experience Typically requires 5+ years relevant experience May require vocational or technical training

Job Code:

WBWHCSS3 FLSA

Status:

Non-Exempt Salary Grade:

114 Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc. The compensation range for this role is $62,100

• 105,570 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 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 (https://www.eeoc.gov/poster) notice from the Department of Labor.