Commercial Banking Client Advisor (Charlotte, NC)

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    "description": "<p style=\"margin-left:0in; margin-right:0in\"><span style=\"font-family:Arial,Helvetica,sans-serif\">Oakworth Capital Bank is expanding to <strong>Charlotte, NC</strong> and has an excellent opportunity for someone to join our team! We are looking for a <u>fulltime</u><strong> Commercial Client Advisor</strong> that will play a vital role in helping grow the business, as well as supporting our current &amp; 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 (<strong>G<em>olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic</em></strong>).</span></p>\n\n<p style=\"margin-left:0in; margin-right:0in\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><strong>Summary: </strong><br />\nThe 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:<em> </em></span></p>\n\n<p style=\"margin-left:0in; margin-right:0in\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><strong>Key Roles/Responsibilities: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Ensure execution of the Oakworth Model</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Execution of the business development approach</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Build book of business</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Provide extraordinary client experience</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Community Involvement</span></li>\n</ul>\n\n<p style=\"margin-left:0in; margin-right:0in\"><span style=\"font-family:Arial,Helvetica,sans-serif\"><strong>Responsibility Details: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Strengthen existing client relationships as well as maintain excellent business development skills to identify potential clients that fit the Oakworth relationship model.</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Analyze client financial statements in order to provide and implement financial recommendations. </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Work collaboratively with internal teams to enhance the client experience.</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">High level of focus on the generation of new relationships and business to assist in meeting team goals: </span>\n\t<ul style=\"list-style-type:circle\">\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Attend Business Development team meetings prepared to contribute. </span></li>\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Collaborate with Private Banking, Treasury Management, and Wealth Management teams. </span></li>\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Conduct business development calls on prospective and current clients to assist in meeting established team goals. </span></li>\n\t</ul>\n\t</li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">High focus on client service: </span>\n\t<ul style=\"list-style-type:circle\">\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance. </span></li>\n\t\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Providing a high level of responsiveness returning calls and emails regarding client inquiries. </span></li>\n\t</ul>\n\t</li>\n</ul>\n\n<p style=\"margin-left:0in; margin-right:0in\"><br />\n<span style=\"font-family:Arial,Helvetica,sans-serif\"><strong>Qualifications and Skills:</strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Bachelor&rsquo;s degree or equivalent required</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">5+ years of experience of Commercial &amp; Industrial (C&amp;I) lending experience is preferred </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Previous commercial credit background is highly preferred</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Proficiency in Horizon or a similar Core Banking system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferred</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Proficiency in Microsoft Office suite is required</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Excellent Communication Skills &ndash; verbal, written, listening</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Team focused (collaborative, works well with others, supports team goals)</span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Holistic approach to advising clients &amp; providing solutions </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Drive to source, win, expand relationships </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Knowledgeable/Credible within their field (through experience, education, credentials in applicable area) </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Organizational skills </span></li>\n\t<li><span style=\"font-family:Arial,Helvetica,sans-serif\">Ability to utilize technology resources </span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p><strong>Oakworth has been recognized by <em>American Banker</em> magazine as one of the &ldquo;Best Banks to Work For&rdquo; nine times</strong>, earning a spot on the list every year since the program began in 2013. Most recently, Oakworth ranked <strong>#2 nationally in both 2024 and 2025</strong>, after holding the <strong>#1 ranking six times</strong> in prior years. To learn more about our story and what truly sets Oakworth apart, visit <a href=\"https://www.oakworth.com/\">https://www.oakworth.com/</a>.</p>\n\n<p>&nbsp;</p>\n\n<p>If you are interested in this excellent opportunity, please send your resume to <a href=\"mailto:[email protected]\">[email protected]</a>. &nbsp;&nbsp;</p>\n\n<p>&nbsp;</p>\n\n<p><strong>Equal Employment Opportunity</strong></p>\n\n<p>Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law.</p>\n\n<p><strong>Accommodations for Applicants</strong></p>\n\n<p>Accommodations are available upon request for applicants who may need support during the hiring process. If you would like to request an accommodation, please contact <a href=\"mailto:[email protected]\">[email protected]</a> and we will be glad to assist.</p>\n\n<p>#LI-DNI</p>\n",
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