Atlantic Union Bank

Advisor

• Develop, deepen and maintain relationships with investment management clients and trust clients
• Perform and coordinate client estate planning
• Conduct full needs assessments with current and potential customers
• Maintain long-term client relationships by providing excellent customer service
• Handle customer calls and inquiries professionally
• Identify and refer business to other areas within the Bank
• Work with investment, tax, and legal professionals to meet client needs
• Adhere to all applicable laws and regulations governing bank operations

Trust Advisor II

Analyst

• Provide frontline monitoring, triage, and escalation using monitoring tools (SolarWinds, ThousandEyes, etc.)
• Monitor (SolarWinds) dashboards and validate alerts
• Follow runbooks for initial troubleshooting
• Create accurate incident tickets
• Support Tier 2 escalations

TOC Analyst I

Business Analyst

• Support the implementation and execution of the Business Resiliency framework within the 2nd Line of Defense.
• Lead Business Resiliency activities, including real-time incident response, Annual Tabletop Exercises, Business Impact Analyses, Live Testing, Disaster Recovery Testing, Monthly Business Resiliency Training, and Quarterly Council Meetings.
• Participate in enterprise preparedness and response efforts during major events.
• Support ERM Program Leads in executing the enterprise risk management framework and strategy across the organization.
• Collaborate with ERM Program Leads, business unit and function leaders, Internal Audit, and Compliance to strengthen monitoring and reporting.
• Build and maintain relationships with key stakeholders across the first, second, and third lines of defense.
• Identify and promote cross-segment solutions by collaborating across business areas.
• Apply current industry best practices to identify emerging risks and drive continuous improvement of Business Resiliency programs.
• Engage with regulators as needed and maintain working knowledge of applicable federal and state banking laws and regulations.
• Develop and execute a training and development plan.

Enterprise Risk Management Risk Analyst II

Mortgage Loan Officer

• Supports the mortgage lending process by completing loan applications, submitting files to processing, and delivering exceptional customer service.
• Works closely with Senior Mortgage Loan Officers and Sales Managers to create a business plan and build referral sources.
• Completes telephone, mail-away and face-to-face Loan Applications with clients and approves loan disclosures for distribution to clients.
• All required fields in the application to be completed including all third-party information prior to approval.
• Determines proper program placement of a loan file (i.e. FHA, VA, Conventional, USDA, etc.).
• Prices loans and locks rates as per Company policy.
• Reviews returned applications and documentation for completeness, accuracy, and compliance.
• Runs AUS and reviews for findings and required documentation.
• Prepares requested Pre-Qualifications as per Company policy.
• Orders credit reports, appraisals and title requests.
• Conducts regular follow-ups with clients and referral sources.
• Maintains regular communication with applicants throughout the processing period, assisting them with any questions and notifying them of any additional information required.
• Submits loan file allowing for stated turn times and works in conjunction with assigned Processor.
• Maintains pipeline of all loans in process, tracks their progress and meets all contractual deadlines.
• Assists all parties including the Processor during the entire process.
• Meets or exceeds minimum production requirements.
• Attends all settlements to gain exposure to the full loan life cycle.
• Completes annual Business Plan and meets regularly with Sales Manager.
• Stays informed of local market trends and mortgage regulations.
• Maintain a professional image and standards consistent with company policies and procedures.

Mortgage Loan Officer – Tidewater Market

Representative

• This position is responsible for understanding the products and processes of the E-Channel, including all Atlantic Union Bank’s online banking platforms, bill pay and maintenance, mobile products and services, online chat and secure email, unsecure email, and other online customer utilization.
• Work is varied in nature with changing priorities.
• Effectively assist customers with E-Channel needs through various inbound methods, including inbound calls, secure and non-secure email, and online chat.
• Provide exemplary service and tact through verbal and non-verbal communications with a special emphasis on written communication in email and chat form.
• Handle all questions and inquiries through these channels, including questions related to loans, deposits, and maintenance.
• Conduct research as needed regarding bill pay and online channel customer issues.
• Handle escalated and next tier calls related to e-channel questions, including browser incompatibility and password resets and lockouts.
• Able to support service related social media questions and concerns and moderation.
• Participation in rotation of afterhours and on call support for the bank’s Social Media efforts.
• Efficiently refer sales opportunities seamlessly to Sales & Service Representatives within the Customer Contact Center.
• Maintain a strong understanding of Atlantic Union Bank’s Digital products and services, and stay abreast of changes and enhancements.
• Provide support to inbound call queue for general customer questions and concerns.
• Proactively analyze callers’ needs.
• Use standard screens and procedures to handle callers’ needs effectively and when necessary go beyond these standard methods to resolve customer issues.
• Navigate a computerized system to address and resolve callers’ needs.
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
• Other duties as assigned.

E-Channel Representative – Treasury Services

Auditor

• Performs inquiry, walkthrough and test work in accordance with audit procedures
• Plans the objectives and scope of the audits to be performed and prepares the audit program
• Conducts audits; obtains, analyzes and appraises evidential data
• Stops audit work when sufficient data has been obtained to support audit findings
• Prepares work papers that record, summarize and support audit findings
• Performs test work on internal controls over financial reporting (Sarbanes Oxley)
• Prepares and presents the final report to management, detailing audit findings and recommendations for corrective actions and improvements.

Senior Auditor

Manager

• Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank’s legal lending limit
• Partners with Relationship Managers, Credit Officers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through: underwriting, portfolio management, deal team management, and extensive internal and external client interaction
• Expected to be a subject matter expert (SME) in the respective portfolio and shall adhere to all regulatory and compliance guidelines
• Participates or leads client calls with Relationship Manager for in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements
• Leads the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio
• Manages assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifies issues and suggests remediation solutions, and assists with compliance and regulatory reviews

Credit Portfolio Manager – Senior

• Provide independent perspective in underwriting and managing complex Wholesale Banking loans
• Partner with Relationship Managers and Credit Officers in delivering credit solutions
• Prepare detailed financial projections within a vendor-provided credit tool
• Recommend credit amount and structure to Relationship Managers
• Manage assigned portfolio by monitoring performance and trends

Credit Portfolio Manager IV

Full-stack Engineer

• Develop, test, and deploy automation solutions using UiPath Studio and UiPath Orchestrator
• Participate in scoping and feasibility assessments of automation opportunities
• Write application and database code based on business requirements or user stories, architectural requirements, and established coding standards
• Participate in the review of business epics and stories
• Validate code against business and architectural requirements
• Create and test prototypes
• Perform application unit testing
• Participate in peer code & test reviews
• Troubleshoot applications and resolve defects
• Work within an agile framework
• Prioritize and execute tasks
• Communicate ideas in both technical and user friendly language
• Update and maintain product documentation
• Escalate issues and impediments in a timely manner
• Work within established framework and processes
• Provide constructive feedback to team members at all levels of the organization
• Develop, Contribute and adhere to the development of standards and sound procedural practices.
• Proactively communicate innovative ideas, solutions, and capabilities over and above the specific task request
• Effectively communicate status, workloads, offers to assist other areas.
• Collaboratively work with a team and independently.
• Continuously strive for high performing business solutions
• Perform and coordinate unit and system integration testing.
• Participate in design review sessions and ensure all solutions are aligned to pre-defined architectural specifications.
• Ensure data quality throughout entire development process, including audits and feedback loops to sources of truth.
• Other duties as assigned

Software Engineer – Automation

• The Sr. Software Engineer (Automation) is responsible for designing, delivering and deploying automation builds primarily using UiPath development platforms and tools.
• Lead regular code reviews to elevate the overall skill level and coding standards of the team.
• Design, develop, and deliver training sessions and overview materials to various audiences as needed.
• Write code based on business requirements or user stories, architectural requirements, and established coding standards.
• Participate in the review of business epics and stories.
• Validate solution against business and architectural requirements.
• Create and test prototypes.
• Troubleshoot applications and resolve defects.
• Work within an agile framework.
• Plan, Prioritize and Deliver Resilient, Scalable technical solutions.
• Communicate ideas in both technical and user friendly language.
• Update and maintain product documentation.
• Escalate issues and impediments in a timely manner.
• Provide constructive feedback to team members at all levels of the organization.

Senior Software Engineer – Automation

Financial Planning and Analysis

• The Associate Financial Consultant (AFC) position is part of the Atlantic Union Financial Consultants Team Development Program.
• This position will spend time learning and cross-training in a variety of roles to provide exposure, competence and proficiency in the required skills and systems to position the team member to be a Financial Consultant either on a team with a Senior Financial Consultant or Wealth Financial Consultant at the end of the 24-36 month program.
• During the time that a team member is in the AUFC AFC role they may spend time in three distinct phases.
• Phase 1 – Licensing and Support, if individual is not currently licensed, they will be responsible for becoming fully licensed in first 120 days of employment.
• They may assist Senior/Wealth Financial Consultants, ensure outstanding client experience, maintain client needs for brokerage and direct accounts, and adhere to company policies and regulations.
• Phase 2 – Providing advice and guidance, overall management of client relationships ensuring high quality service and financial planning.
• Phase 3 – Manage an assigned book of business ensuring continuity of high-quality service, financial planning, and solution delivery.

Associate Financial Consultant

Sales

• The Consumer Sales Coach (CSC) will directly coach branch teammates in their assigned territory to ensure effective execution of sales strategies and tactics which will lift overall performance.
• The CSC will collaborate with the Consumer Sales Leader and Market Leader to build branch sales coaching plans implemented via in-person coaching to branch teammates followed by timely feedback to Market Leader and Consumer Sales Leader on performance, sales activities.
• CSC is responsible for improving CRM utilization and productivity within their territory.
• Travel weekly to branches to observe sales activities and coach branch teammates on sales activities and behaviors, leveraging the Sales & Service Playbook.
• Drive the adoption and effective execution of GUIDE consultative sales model and usage of Salesforce CRM.
• Document observational coaching and role play outcomes in learning platform.
• Monitor sales reporting to identify gaps/opportunities and regularly collaborate with Market Leader to determine the coaching plan and calendar.
• Regularly debrief coaching outcomes with Market Leader and other Consumer Banking leaders, sharing feedback on any opportunities uncovered for training, reporting, or other sales performance-related topics.
• Support effective onboarding of new teammates and continuing education of existing teammates through targeted sales coaching.
• Conduct in-market visits with CSL and MLs to role model best in class routines/behaviors and provide sales coaching to improve skill set.
• Collaborate with Workplace Solutions Relationship Manager to ensure designated Branch Champions are effectively executing the activities which add value to participating businesses and earn new consumer relationships.
• Collaborate with Consumer Sales Leader and Regional Presidents to create key performance indicators to measure success of coaching on an individual and branch level.
• Ensure compliant sales practices and risk management through observational coaching.

Consumer Sales Coach

Data Analyst

• Act as the liaison to the enterprise data warehouse program, driving digital needs and requirements for data capture and reporting
• Design, build and deploy integrated BI dashboard solutions that will be used firm-wide
• Design, build and maintain the views, rules, and adapters in OneStream to support various reporting functionality
• Create reports, extracts, etc. based on business user specifications
• Create ad hoc data warehouse queries
• Create and support production ETL processes
• Manage the deployment, monitoring, maintenance, development, upgrade, and support of internal systems
• Develop data feeds required for transfer to internal systems
• Monitor the successful execution of these transfers
• Develop database diagrams

Data Analyst II

IT Support

• Provide first level support to end-users on hardware, software and network related problems
• Open, escalate, track and close trouble tickets while promoting end-user satisfaction
• Diagnose and resolve information technology hardware and software issues
• Document the details of issues and troubleshooting steps taken
• Collaborate with IT teammates to research and document problem resolutions

Help Desk Specialist

• Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships
• Partners with Relationship Managers, Credit Officers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions
• Participates or leads client calls for in-depth financial questions and other portfolio management requirements
• Leads the independent underwriting process for new and renewal opportunities for clients
• Provides in-depth, independent and objective analysis of financial statements and other credit risk management deliverables
• Prepares detailed financial projections within a vendor-provided credit tool or within an Excel template
• Makes recommendations regarding credit amount, structure, and policy compliance
• Manages assigned portfolio by proactively monitoring performance and trends
• Effectively prioritizes new deal, renewal and portfolio management requirements
• Exhibits willingness to lead additional special projects as delegated