Commercial Banking Client Advisor

2 weeks ago

Brentwood, United States Oakworth Capital Bank Full time

Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Brentwood, TN 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:

  • Bachelor’s degree or equivalent required
  • A minimum of 2-3 years of experience in Commercial & Industrial (C&I) lending experience is required
  • 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


Oakworth has been named the #1 Best Bank to Work For, for 6 years in a row, by American Banker Magazine. To learn more our story and what makes Oakworth unique, visit


If you are interested in this excellent opportunity, please send your resume to brooke.kline@oakworth.com.

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