Commercial Services Advisor

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.

Company Profile

In Fairfax, VA the expected base pay, and salary range for this role is $59,774 to $98,612. Placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.  At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs. 

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.