Commercial Services Advisor

Job Description

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

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.

Qualifications

• High School diploma required; Bachelor’s degree highly desired
• 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 communication skills
• Excellent presentation and problem solving
• Demonstrated excellent listening skills
• Ability to work independently and in a team environment
• Ability to travel up to 10% within assigned region/state.

 

KEY COMPETENCIES: 

• Product knowledge
• Professionalism 
• Interpersonal and customer contact skills
• Time management
• Problem solving skills

ESSENTIAL FUNCTIONS

• Sitting and standing for extended period of times as required to
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile and/or bus.

Company Profile

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.