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Company

Atlantic Union Bank · 10 hours ago

C&I Relationship Manager IV (Remote, NC)

Greensboro, NC

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

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BankingFinancial Services

Growth Opportunities

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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 with an emphasis on companies with revenues between $20 - $150 million, obtaining deposits and cross-selling other Bank products and services along with building strong customer relationships.

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 acquire, retain and expand existing customer relationships.

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.

Assist in mentoring teammates, to include credit analysis, financial spreading and underwriting.

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.

Other Duties as Assigned

Qualification

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Commercial Banking ExperienceCredit SkillsC & I Lending KnowledgeSalesBusiness DevelopmentRegulatory ComplianceProfessional Writing SkillsInterpersonal Communication SkillsMicrosoft Office Proficiency

Required

Minimum 10 years of commercial banking experience and a proven track record of generating deposit and fee income

Strong credit skills

Ability to independently manage a specialty line of lending and complex lending structures.

Very strong professional writing skills, can articulate a customer’s business needs succinctly and accurately in credit packages

Demonstrates effective problem solving and excellent collaboration and inter-personal communication skills.

Possesses excellent C & I lending and product knowledge and organizational skills.

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.