Atlantic Union Bank

Account Manager

• Generate new business to assist in meeting Business Banking line of business goals
• Actively assess needs of potential prospects and clients and provide appropriate financial solutions
• Ensure proper loan underwriting and structuring is achieved through enforcement of the bank’s Business Banking and Corporate loan policies
• Make calls on high potential prospects and business banking customers to sell and service all banking needs
• Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy
• Maintain a high level of customer satisfaction by providing ongoing relationship servicing
• Work closely with Relationship specialists, Business Banking Leaders to achieve sales and service targets
• Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities

Business Banking Relationship Manager

• Generate new business to assist in meeting Business Banking line of business goals
• Actively assess needs of potential prospects and clients and provide appropriate financial solutions
• Ensure proper loan underwriting and structuring is achieved through enforcement of the bank’s Business Banking and Corporate loan policies
• Make calls on high potential prospects and business banking customers to sell and service all banking needs
• Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy
• Maintain a high level of customer satisfaction by providing ongoing relationship servicing
• Work closely with Relationship specialists and Business Banking Leaders to achieve sales and service targets
• Perform assigned responsibilities in compliance with all job-relevant legal and regulatory requirements.
• Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities.

Business Banking Relationship Manager I

Financial Planning and Analysis

• Responsible for marketing a range of both equipment finance lending and leasing products to medium and large commercial clients within assigned territory
• Results driven and capable of working independently to identify prospects in their territory and maintain a sustained calling strategy
• Understands and incorporates AUEF’s target market criteria in their strategy
• Strong understanding of the sales process, credit analysis and excels at generating leads and closing deals
• Works closely with Middle Market Relationship Managers and Treasury Management Officers to market other commercial bank products and services
• Develops and maintains high quality relationships with an emphasis on companies with revenues greater than $15 million
• Responsible for retaining and expanding existing customer relationships
• Prepares correspondence, proposal and commitment letters, credit submittals and documentation requests as required
• Expands existing knowledge base of equipment finance and other commercial banking products and services
• Identifies and successfully capitalizes on cross-sell opportunities and makes appropriate referrals
• Executes a call program to develop new and existing customer relationships

Business Banking Relationship Manager

Business Banking Relationship Manager I

Equipment Finance Regional Director