Commercial Banking Client Advisor - Shades Creek Parkway Birmingham, Alabama, United States

Only for registered members Shades Creek Parkway Birmingham, Alabama, United States

4 days ago

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Job summary

Commercial Banking Client Advisor would provide the highest level of client experience through personalized banking solutions to Oakworth clients in a collaborative team environment.

Responsibilities

Ensure execution of the Oakworth Model Execution of the business development approach Build book of business Provide extraordinary client experience Community Involvement 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 generation new relationships and business assist meeting team goals Attend Business Development team meetings prepared contribute Collaborate with Private Banking Treasury Management and Wealth Management teams Conduct business development calls prospective current clients assist meeting established team goals High focus on customer service Relationship management for existing customers including ongoing regular contact communication meaningful substance Providing high level of responsiveness returning calls emails regarding customer inquiries
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