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Added 2 days ago
Floating Teller (Kilmarnock Branch)
Atlantic Union Bank
Kilmarnock, VA
Added 3 days ago
Associate - Treasury Services- Sales
Atlantic Union Bank
Olney, MD · Laurel, MD · Rockville, MD
Added 4 days ago
Client Service Representative (Gloucester CH Branch)
Atlantic Union Bank
Gloucester, VA
Added 4 days ago
Senior Associate - Business Process Quality
Atlantic Union Bank
Rockville, MD · Onley, VA · Laurel, MD · Glen Allen, VA
Added 5 days ago
Universal Banker (Ladysmith Branch)
Atlantic Union Bank
Ladysmith, VA
Added 5 days ago
AU
Part Time (20 hours) Client Service Representative (Leisureworld)
Atlantic Union Bank
Silver Spring, MD
- Part-time
Added 5 days ago
Supervisor - Consumer Lending Coordination
Atlantic Union Bank
Remote, United States
Added 6 days ago
Wholesale Loan Documentation & Processing Specialist III (Hybrid)
Atlantic Union Bank
Glen Allen, VA · Columbia, MD · Danville, VA
Added 6 days ago
Richmond Consumer Banking Market Leader
Atlantic Union Bank
Glen Allen, VA
Added 6 days ago
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Part Time 20hr. -Teller (Colonial Branch)
Atlantic Union Bank
Roanoke, VA
- Part-time
Added 9 days ago
Senior Branch Manager - Consumer Banking Branch Management (Hyattsville Branch)
Atlantic Union Bank
Hyattsville, MD
Added 9 days ago
Teller (Rappahannock Branch)
Atlantic Union Bank
Washington, VA
Added 9 days ago
AU
Part Time 20 Teller (Moneta Branch)
Atlantic Union Bank
Moneta, VA
- Part-time
Added 10 days ago
Branch Manager (Colonial Beach Branch)
Atlantic Union Bank
Colonial Beach, VA
Added 10 days ago
Universal Banker (Twin Hickory Branch)
Atlantic Union Bank
Glen Allen, VA
Added 11 days ago
Senior Financial Consultant--Wealth Management (Olney, MD Market)
Atlantic Union Bank
Olney, MD
Added 11 days ago
Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield Market)
Atlantic Union Bank
Fairfax, VA
Added 11 days ago
Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria Markets)
Atlantic Union Bank
Alexandria, VA
Added 11 days ago
Senior Financial Consultant--Wealth Management (Annapolis/Pasadena/Edgewater/Glen Burnie Markets)
Atlantic Union Bank
Annapolis, MD
Added 11 days ago
Senior Financial Consultant--Wealth Management (Middleburg/Rappahannock/Front Royal/Warrenton Markets)
Atlantic Union Bank
Middleburg, VA
Added 11 days ago
Senior Financial Consultant--Wealth Management (Montgomery County, MD Market)
Atlantic Union Bank
Montgomery Village, MD
Added 11 days ago
Senior Financial Consultant--Wealth Management (Elizabeth City, NC Market)
Atlantic Union Bank
Elizabeth City, NC
Added 11 days ago
Branch Manager (Pasadena Branch)
Atlantic Union Bank
Pasadena, MD
Added 11 days ago
Senior Financial Consultant--Wealth Management (Raleigh, NC Market)
Atlantic Union Bank
Roanoke, VA
Added 12 days ago
Principal - Fraud & Risk Analytics (Hybrid) (Richmond, VA)
Atlantic Union Bank
Glen Allen, VA

Atlantic Union Bank

Wealth Relationship Manager

Raleigh, NC, United States

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Job details

Education: Bachelor’s degree
Experience: Typically requires 6 - 8+ years prior experience, with deep knowledge of job area
Posting language: English
Posted: Sep 24, 2026

Original job description

Job Family: Wealth Management

Job Sub-Family: Wealth Relationship Management

Career Specialization: Wealth Relationship Management - Trust

Career Stream: Professional

Career Level: P4

Job Profile

Sub-Family Definition

Wealth Relationship Management is responsible for the processes associated with wealth management relationship management, including the development of new client relationships and the maintenance of existing ones to enhance client satisfaction and loyalty. Activities may include:

Assessing client needs, providing personalized financial advice, coordinating investment strategies, and ensuring effective communication between clients and the wealth management team.
Specialty services such as estate planning, retirement solutions, and tax optimization strategies.
Monitoring client portfolios, addressing client inquiries, and implementing strategies to deepen client engagement and drive business growth within the wealth management sector.

Career Specialization Definition

Wealth Relationship Management - Trust is responsible for developing, managing, and growing trust and fiduciary client relationships while delivering financial, estate, and fiduciary solutions that align with client objectives. Activities may include relationship management, business development, trust administration oversight, and client advisory support. Other duties as assigned.

Career Level Definition

Recognized subject matter expert in a job area typically obtained through advanced education and work experience. Responsibilities typically include:

Managing large projects or processes with limited oversight from manager.
Coaching, reviewing and delegating work to lower level professionals.
Problems faced are difficult and often complex.

Knowledge & Experience

Bachelor's Degree required; equivalent combination of education and experience may be considered
Typically requires 6 - 8+ years prior experience, with deep knowledge of job area

Required Certifications/Licenses

May require obtaining and/or maintaining NMLS registration
May require applicable licenses and/or certifications

Job Code: WMWRMTP4

FLSA Status: Exempt

Salary Grade: 119

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.