Atlantic Union Bank · 1 month ago
Business Banking Team Lead II (Charlotte, Winston Salem, Burlington, Raleigh, or Wilmington, NC)
Burlington, North Carolina, United States
Full-time
Onsite
Senior Level
5+ years expAtlantic Union Bank is seeking a Business Banking Team Lead II to develop a regional Business Banking team and maintain a profitable portfolio of clients. The role involves overseeing Business Banking Relationship Managers, managing client relationships, and promoting bank products and services to meet client needs.
BankingFinancial ServicesWealth Management
Responsibilities
Formulate and implement a program for business development and sales promotion by client base within the region, organizing resources, focusing officer calling program and making joint calls on important prospects and existing customers
Monitor and manage ongoing regional performance to established goals and objectives
Manage a group of Business Banking Relationship Managers to effectively meet prospect and client banking needs by coaching, profiling, reviewing and augmenting the activities of Business Banking Relationship Managers through direct client contact
Call on high potential prospects and Business Banking customers to sell and service all banking need (loans, deposits, treasury service), including an active focus on partner referrals and Business Banking opportunities
Promote and cross-sell other bank products and services to meet customer & prospect opportunities as profiles and needs assessments are reviewed
Partner with Centralized Business Underwriting to enforce the bank’s Business Banking lending policies to include loan’s approved in accordance with defined loan authorities
Actively manage, monitor and report status of all exceptions and past dues on business banking loans in accordance with loan policy
Coordinate Business Banking activities with Business Banking Teammates and the Head of Business Banking and other lines of business to set business banking product sales and service objectives
Work with the Business Banking Sales Manager to monitor results versus objectives and recommends necessary strategic adjustments to ensure objectives are reached
Provide ongoing group and individual training for Business Banking Relationship Managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures
Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients
Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community
Work with Branch and Treasury staff to solicit treasury services and deposit accounts
Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines
Qualification
Required
Bachelor's Degree or equivalent work experience
Team sales management or equivalent work experience
Five to Ten+ years of comprehensive sales experience
Five+ years of business lending, treasury service, and deposit product sales experience
Demonstrated leadership skills and the ability to inspire team members to excel
Highly motivated and committed individual
Ability to originate owner occupied real estate and C&I loans
Ability to work well in a sales driven environment
Excellent interpersonal, public relations and client service skills
Proven ability to solve problems and make sound business decisions
Excellent organizational and verbal/written communication and sales presentation skills
Excellent computer skills with strong working knowledge of Microsoft Office Programs including Excel, Word and Outlook
Proven training and development
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
2026-01-22
2026-01-13
Company data provided by crunchbase