Role OverviewThe Commercial Services Advisor works directly with existing commercial and small business customers to qualify, facilitate on-boarding and implement new treasury services. This role requires maintaining excellent customer service standards, product knowledge, and procedural expertise to advise existing commercial customers with product inquiries and requests.
What You Will Do
Responsibilities include maintaining a high level of product knowledge, identifying treasury management product needs, proposing solutions to commercial customers, facilitating on-boarding and implementation, and maintaining profitable deposit relationships.
Why It Might Be a Fit
The ideal candidate will have excellent verbal and written communications skills, a thorough understanding of treasury services, and the ability to work independently and in a team environment.
Requirements
- Bachelor's degree required, business major preferred
- Minimum of three (3) years of working directly with commercial clients
- Minimum of three (3) years of working banking experience required, preferably in a related Treasury Management and/or customer contact area
- Excellent verbal and written communications skills in Spanish or additional language a plus
- Proficiency in Microsoft Office Products required
- Demonstrated ability to learn and understand the various product lines and services offered by the Bank
Benefits
- Base salary $59,774 to $98,612
- Annual merit increase based upon performance
- Eligibility for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs
- Professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs
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