Trust Advisor II Northern Markets

Trust Advisor II (Danville, Northern Virginia, Chesapeake, or Richmond Markets)

Join the Atlantic Union Bank team as a Trust Advisor II. This role is based in Danville, Northern Virginia, Chesapeake, or Richmond Markets and focuses on building and maintaining relationships with investment management and trust clients, beneficiaries, and other stakeholders. The Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients, beneficiaries and other interested parties for an assigned book of business and is expected to build a network of centers of influence for soliciting new client relationships.

The Trust Advisor is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations.

• Perform and coordinate client estate planning.
• Perform detailed estate and trust administration.
• Conduct full needs assessments with current and potential customers and provide ongoing advice and counsel.
• Develop and maintain long‑term client relationships by providing excellent customer service.
• Handle daily incoming customer calls and inquiries in a professional manner.
• Develop referral sources and secure new customers in effort to assist with the business development strategy.
• Maintain contact with existing clients, beneficiaries, and referral sources on an ongoing basis to identify new or additional sales opportunities.
• Identify and refer business to other areas within the Bank as appropriate.
• Maintain and service existing clients.
• Work with investment, tax, and legal professionals to meet client needs, goals and objectives.
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bank shares’ BSA/AML Policy and Procedures.
• May have some sales responsibility commensurate with experience and composition of book of business.
• Handle all aspects of complex relationships through a coordinated effort between internal teammates and external professionals.

This position reports to the Head of Trust.

• Bachelor’s degree in finance or related field.
• CFP, CTFA, CPA, MBA or law degree preferred.
• 10+ years of experience in financial services, preferably in a bank trust environment.
• Experience with trust and estate laws and regulations.

• Superior customer service skills.
• Knowledge of financial planning and estate planning techniques.
• Knowledge of investment theory, investment types and strategy.
• Sales oriented, friendly and persuasive personality.
• Proven analytical skills.
• Excellent written, oral and interpersonal skills.
• Effective communicator.
• Well organized.
• High degree of accuracy with attention to detail.
• Superior time management and problem solving skills.
• Ability to work independently as well as within a team environment.

Salary offered will be based on several factors, including but not limited to education, work experience, certifications, etc. The position also includes eligibility to participate in incentive compensation plans or discretionary profit‑sharing bonus programs. General information on the comprehensive benefits package can be found at

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