What are the responsibilities and job description for the Equipment Fin Reg Dir position at Atlantic Union Bank?
Description
- 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
Organizational Relationship
Position Qualifications
Education & Experience
Knowledge & Skills
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https : / / www.atlanticunionbank.com / about / careers / benefits
We are proud to be an EEO / AA employer, Minority / Female / Disability / Veteran. We maintain a drug-free workplace.
