Commercial Client Advisor

Responsibilities

• Act as the primary in-person Commercial client servicing contact, managing service requests end to end with responsive, professional, and solution-oriented support.
• Execute Commercial servicing transactions, including onboarding, account maintenance, money movement, research, problem resolution, and routine service needs.
• Perform transaction error decisioning and basic Treasury servicing activities within established guidelines, applying sound judgment and escalating issues as appropriate.
• Maintain clear, timely communication with Commercial clients and internal partners, setting expectations, providing updates, and closing the loop on completed work.
• Build and deepen Commercial client relationships through reliable service, strong follow-through, and professional engagement.
• Identify and refer Commercial, Treasury, Consumer, and SMB expansion opportunities to Relationship Managers or Retail partners, ensuring warm handoffs while adhering to bank policies and controls.

Requirements

• Excellent interpersonal, client service, and relationship management skills, with the ability to independently manage Commercial client interactions and deliver responsive, professional, and solutions-oriented service.
• Ownership mindset with ability to manage multiple requests end-to-end, independently move requests forward, resolve obstacles, and drive work from intake through resolution with strong follow-through and accountability.
• Experience supporting Commercial clients in a servicing capacity.
• Working knowledge of Commercial banking products, servicing workflows, and enabling systems.
• Excellent written and verbal communication skills, including the ability to write correspondence clearly and appropriately, provide timely updates, and accurately explain products, and servicing expectations to clients and internal partners.
• Strong attention to detail and the ability to follow policies, procedures, and documentation standards while maintaining quality, accuracy, and compliance.
• Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve routine to moderately complex customer issues.
• Strong organization skills and a high degree of accuracy in documentation, tracking, and follow-up.
• Able to work effectively in a branch environment while supporting both branch based and centralized Commercial workloads.