Commercial Banking Team Lead

OakworthTalent•Charlotte, NC

11d

About The Position

Oakworth Capital Bank is hiring a full-time Commercial Banking Team Lead in Charlotte, North Carolina. The role leads the commercial advisor team, supports current and future clients, and helps grow the business by delivering personalized banking solutions and a high-quality client experience in a collaborative team environment. The position serves existing relationships and develops new client relationships while supporting business development and community involvement. Candidates should demonstrate Oakworth’s core values: the Golden Rule, Character, Innovative Spirit, Professionalism, and Work Ethic.

Requirements

Bachelor’s degree or equivalent required.
Excellent verbal, written, and listening communication skills.
Proficiency in Microsoft Office suite required.
Team-focused approach, including collaboration, working well with others, and supporting team goals.
Holistic approach to advising clients and providing solutions.
Ability and drive to source, win, and expand relationships.
Knowledge and credibility in the relevant field through experience, education, or applicable credentials.
Organizational skills.
Ability to utilize technology resources.

Nice To Haves

Seven or more years of Commercial & Industrial (C&I) lending experience preferred.
Previous leadership experience highly preferred.
Previous commercial credit background highly preferred.
Proficiency in Horizon or a similar core banking system preferred.
Proficiency in Microsoft Dynamics or a similar Client Relationship Management (CRM) platform preferred.

Responsibilities

Recruit, build, and lead the commercial banking team.
Ensure execution of the Oakworth Model and its business development approach.
Build a book of business and help meet team goals through generating new relationships and business.
Deliver an extraordinary client experience and personalized banking solutions.
Strengthen existing client relationships and identify prospective clients who fit the Oakworth relationship model.
Analyze client financial statements and provide and implement financial recommendations.
Collaborate with internal teams to enhance the client experience, including Private Banking, Treasury Management, and Wealth Management.
Attend business development team meetings prepared to contribute.
Conduct business development calls with prospective and current clients.
Manage existing client relationships through regular, substantive contact and communication.
Respond promptly to client inquiries by phone and email.
Participate in the community.