Job Description

The Commercial 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

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