Atlantic Union Bank · 2 days ago
Equipment Finance Regional Director
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expAtlantic Union Bank is seeking an Equipment Finance Regional Director to market equipment finance lending and leasing products to commercial clients. The role involves developing new business relationships, managing client portfolios, and collaborating with internal teams to cross-sell other bank products and services.
BankingFinancial ServicesWealth Management
Responsibilities
Works closely with internal partners to facilitate the development of new business relationships as well as develop prospects. Responsible for retaining and expanding existing customer relationships
Develops and maintains high quality relationships, with an emphasis on companies with revenues greater than $15 million, while working with RMs and TMOs to obtain deposits and cross-selling other Bank products and services
Prepare 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, including loan policy, documentation, structuring and regulatory requirements
Ensures 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
Identifies and successfully capitalizes on cross-sell opportunities and makes appropriate referrals
Executes a call program to develop new and existing customer relationships and to identify potential customers and develop prospect lists
Maintains pipeline of existing relationships and new prospects
Assists in mentoring teammates, to include prospecting/calling, credit analysis, financial spreading and underwriting
Ensures that al work is in compliance with applicable policies, procedures, laws, regulations and guidelines
Other Duties as Assigned
Qualification
Required
Bachelor's degree (MBA preferred) in finance, banking or other related field
Minimum 10 years of equipment finance sales experience
Experience with SuperTrump, TValue, Infoanalysis and Customer Relationship Management system
Strong credit and analytical skills
Ability to independently manage a specialty line of lending (equipment finance) and complex lending structures
Very strong professional writing skills, can articulate a customer's business needs succinctly and accurately
Demonstrates effective problem solving and excellent collaboration and inter-personal communication skills
Possesses excellent equipment finance lending and leasing product knowledge
Ability to make knowledgeable loan decisions based on information supplied by the customer verified through a rigorous underwriting process, strong ability to structure loans, strong credit 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
Ability to manage multiple tasks at one time without supervision
Knowledge of applicable laws and regulatory compliance related to commercial lending
Proficient computer skills with a good working knowledge of Microsoft Office Programs including Excel, Word and Outlook
Benefits
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
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