Commercial Banking Client Advisor
Commercial Banking Client Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
Job Details
Description
Oakworth Capital Bank is expanding to Charlotte NC and has an excellent opportunity for someone to join our team! We are looking for a fulltime Commercial Client Advisor that will play a vital role in helping grow the business as well as supporting our current & future clients. An ideal candidate would meet the qualifications listed below and more importantly be able to demonstrate that they live by Oakworth Core Values (Golden Rule Character Innovative Spirit Professionalism Work Ethic).
Summary:
The Commercial Client Advisor would provide the highest level of client experience through personalized banking solutions to Oakworth clients in a collaborative team environment. This role is responsible for serving current relationships and leading the development of new client relationships in addition to a variety of tasks including those listed below:
Key Roles/Responsibilities:
- Ensure execution of the Oakworth Model
- Execution of the business development approach
- Build book of business
- Provide extraordinary client experience
- Community Involvement
Responsibility Details:
- Strengthen existing client relationships as well as maintain excellent business development skills to identify potential clients that fit the Oakworth relationship model.
- Analyze client financial statements in order to provide and implement financial recommendations.
- Work collaboratively with internal teams to enhance the client experience.
- High level of focus on the generation of new relationships and business to assist in meeting team goals:
- Attend Business Development team meetings prepared to contribute.
- Collaborate with Private Banking Treasury Management and Wealth Management teams.
- Conduct business development calls on prospective and current clients to assist in meeting established team goals.
- High focus on client service:
- Relationship management for existing clients including ongoing and regular client contact and communication with meaningful substance.
- Providing a high level of responsiveness returning calls and emails regarding client inquiries.
Qualifications and Skills:
- Bachelors degree or equivalent required
- 5 years of experience of Commercial & Industrial (C&I) lending experience is preferred
- Previous commercial credit background is highly preferred
- Proficiency in Horizon or a similar Core Banking system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferred
- Proficiency in Microsoft Office suite is required
- Excellent Communication Skills verbal written listening
- Team focused (collaborative works well with others supports team goals)
- Holistic approach to advising clients & providing solutions
- Drive to source win expand relationships
- Knowledgeable/Credible within their field (through experience education credentials in applicable area)
- Organizational skills
- Ability to utilize technology resources
Required Experience:
Unclear Seniority
Employment Type
Full-Time
