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C&I Relationship Manager IV
Atlantic Union Bank
Lynchburg, VA
Category
Business Development
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Job Description
The C&I Relationship Manager IV is responsible for developing and managing a portfolio of complex commercial relationships, marketing products and services to medium and large commercial clients, and originating complex C & I loans.
Requirements
Work closely with internal partners to facilitate the development of new business relationships
Develop and maintain a quality loan portfolio
Monitor loan portfolio and maintain updated financial information
Ensure portfolio administration and risk management compliance
Identify and capitalize on cross-sell opportunities
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
Provide financial advice to customers and sell appropriate products and services
Work with Treasury staff to solicit treasury services and deposit accounts
Prepare correspondence, commitment letters, and loan memorandums and associated documents as required
Assist in mentoring teammates, to include credit analysis, financial spreading and underwriting
Participate in organizations and projects to establish referral contacts and Centers of Influence (COI)
Benefits
Comprehensive benefits package
Incentive compensation plan
Discretionary profit sharing bonus program
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