Commercial Services Advisor

United Bank•Chantilly, VA

6d•$29 - $47•Hybrid

About The Position

The Commercial Services Advisor works directly with existing commercial and small business customers to qualify, facilitate on-boarding and implement new treasury services.

Requirements

Bachelor’s degree required, business major is 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 preferred
Thorough understanding of the treasury services offered by United Bank
Prior customer contact skills are essential
Proficiency in Microsoft Office Products required
Demonstrated ability to learn and understand the various product lines and services offered by the Bank and to continue to stay current on all products and services
Excellent verbal and written communications skills
Excellent presentation and problem solving
Demonstrated excellent listening skills
Ability to work independently and in a team environment

Nice To Haves

Excellent verbal and written communications skills in Spanish or additional language a plus.

Responsibilities

Maintain excellent customer service standards with customers and all internal bank departments;
Maintain a high level of product knowledge and procedural expertise of United Bank’s treasury services product line to maximize sales effectiveness and to advise existing commercial customers with product inquiries and requests;
Work closely with Branch, Commercial Services, Treasury Management Operations and other bank department staff to respond to treasury services needs;
Identify treasury management product needs and propose solutions to commercial customers that best meet their needs, facilitate on-boarding, implementation and customer satisfaction;
Maintain and establish profitable deposit relationships that will maximize noninterest income opportunities for United Bank;
Work closely with other departments to facilitate pre-qualification of clients for treasury services;
Conduct training for customers utilizing internet banking and related modules and coordinate with Treasury Management Operations for additional training support, as needed;
Interface with all lines of business in order to grow both non-interest income from existing commercial clients;
Cross-sell other bank products and services and capitalize on opportunities to expand business, referring clients to other areas of the bank for additional needs where appropriate.