Atlantic Union Bank · 2 weeks ago
Commercial Team Lead II (HYBRID-Newport News, VA)
Newport News, VA
Full-time
Hybrid
Senior Level
7+ years expAtlantic Union Bank is seeking a Commercial Team Lead II to oversee the performance and management of a commercial banking team. The role involves developing business plans to grow the team's portfolio while ensuring compliance with credit quality standards, and mentoring team members in their sales and banking goals.
BankingFinancial ServicesWealth Management
Responsibilities
Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through lead lists and Centers of Influence (COI). Responsible for retaining and expanding existing customer relationships
Develop and maintain a quality loan portfolio, obtaining deposits and cross-selling other Bank products and services along with building strong customer relationships
Maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products and services, including Treasury Services products
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 makes appropriate referrals
Execute a call program to develop new and existing customer relationships and to identify potential customers and develop prospect lists
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
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
Prepare correspondence, commitment letters, and loan memorandums and associated documents as required
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
Assist in mentoring teammates, to include credit analysis, financial spreading and underwriting
Regularly meets with team of bankers to ensure that individual goals and objectives are set, monitored and met in support of the Bank’s strategic plan related to market penetration and production
Assist team to call on non-customers; negotiate transactions; cross sell the Bank’s products and services; and obtain approval for new loan requests
Ensure timely and thorough monitoring of all credits in individual portfolio, as well as assigned team members portfolio’s
Provide timely response to requests for extension of credit by approving loans within established lending limit or make recommendations on loans requiring higher approval authority
Provide direct reports with proper tools and authority to execute their assigned functions. Develops skills of team through goal setting, coaching, problem resolution, delegation, training, counseling and performance management
Assist manager and works collaboratively with Human Resources to recommend staffing levels and approves personnel actions such as hiring, terminations, promotions, transfers, training and development of staff, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices
Accountable for the establishment and management of team’s individual goals. Provide regular ongoing coaching and performance feedback to team
Coach team members to successfully navigate through the sales negotiation, underwriting, approval, documentation and closing processes
Qualification
Required
Bachelor's degree in Business, Economics or Finance preferred, or equivalent banking experience
Minimum of 7 years' experience as a commercial banker
Strong credit skills evident
Possesses excellent C&I lending and product knowledge and organization skills
Ability to service and originate real estate and more challenging and complex C&I loans
Ability to make knowledgeable loan decisions based on information supplied by the customer verified through a rigorous underwriting process, strong ability to structure loans
Demonstrates effective problem solving and excellent collaboration and inter-personal communication skills
Proven track record with sales and new business development in conjunction with exceeding sales goals
Ability to work well in a sales driven environment
Excellent organizational skills, initiative, dependability and ability to work with minimal direction
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
Strong professional writing skills
Preferred
Bachelor's degree in Business, Economics or Finance preferred, or equivalent banking experience
Previous leadership experience preferred
Benefits
Incentive compensation plan
Discretionary profit sharing bonus program
Comprehensive benefits package
Company
Atlantic Union Bank
Atlantic Union Bank is a financial company that provides wealth management, private banking, and advisory products and services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$402.5M2024-10-21Post Ipo Equity· $402.5M
1993-10-08IPO
Leadership Team
Jule Kreyling
President and CEO
Jon Bridges
SVP, Mortgage Chief Operating Officer
Recent News
2026-01-13
Maryland Daily Record
2026-01-03
Company data provided by crunchbase