Atlantic Union Bank · 1 week ago
Trust Advisor II (Danville, Northern Virginia, Chesapeake, or Richmond Markets)
Richmond, VA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expAtlantic Union Bank is seeking a Trust Advisor II responsible for developing and maintaining relationships with investment management clients and trust clients. The role involves ensuring compliance with bank policies while providing excellent customer service and managing complex client relationships.
BankingFinancial ServicesWealth Management
Responsibilities
Perform and coordinate client estate planning
Perform detailed estate and trust administration
Conducts full needs assessment with current and potential customers and provides on-going advice and counsel
Develop and maintain long-term client relationships by providing excellent customer service
Handle daily incoming customer calls and inquiries in a professional manner
Develop referral sources and secure new customers in effort to assist with the business development strategy
Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities
Identifies and refers business to other areas within the Bank as appropriate
Maintain and service existing clients
Work with investment, tax and legal professionals to meet client needs, goals and objectives
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures
May have some sales responsibility commensurate with experience and composition of book of business
Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals
Qualification
Required
Bachelor's degree in finance or related field
10+ years of experience in financial services, preferably in a bank trust environment
Experience with trust and estate laws and regulations
Superior customer service skills
Knowledge of financial planning and estate planning techniques
Knowledge of investment theory, investment types and strategy
Sales oriented, friendly and persuasive personality
Proven analytical skills
Excellent written, oral and interpersonal skills
Effective communicator
Well organized
High degree of accuracy with attention to detail required
Superior time management and problem solving skills
Ability to work independently as well as within a team environment
Preferred
CFP, CTFA, CPA, MBA or law degree preferred
Benefits
Applicable incentive compensation plan for the position
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