Commercial Banking Client Advisor (Charlotte, NC)

## Description

Oakworth Capital Bank is expanding to **Charlotte, NC** and has an excellent opportunity for someone to join our team! We are looking for a fulltime **Commercial Client Advisor** that will play a vital role in helping grow the business, as well as supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (**G*olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic***).

**Summary:**

The Commercial Client Advisor would provide the highest level of client experience through personalized banking solutions to Oakworth clients in a collaborative team environment. This role is responsible for serving current relationships and leading the development of new client relationships, in addition to a variety of tasks including those listed below:

**Key Roles/Responsibilities:**

• Ensure execution of the Oakworth Model
• Execution of the business development approach
• Build book of business
• Provide extraordinary client experience
• Community Involvement

**Responsibility Details:**

• Strengthen existing client relationships as well as maintain excellent business development skills to identify potential clients that fit the Oakworth relationship model.
• Analyze client financial statements in order to provide and implement financial recommendations.
• Work collaboratively with internal teams to enhance the client experience.
• High level of focus on the generation of new relationships and business to assist in meeting team goals:
• Attend Business Development team meetings prepared to contribute.
• Collaborate with Private Banking, Treasury Management, and Wealth Management teams.
• Conduct business development calls on prospective and current clients to assist in meeting established team goals.
• High focus on client service:
• Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance.
• Providing a high level of responsiveness returning calls and emails regarding client inquiries.

**Qualifications and Skills:**

• Bachelor’s degree or equivalent required
• 5+ years of experience of Commercial & Industrial (C&I) lending experience is preferred
• Previous commercial credit background is highly preferred
• Proficiency in Horizon or a similar Core Banking system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferred
• Proficiency in Microsoft Office suite is required
• Excellent Communication Skills – verbal, written, listening
• Team focused (collaborative, works well with others, supports team goals)
• Holistic approach to advising clients & providing solutions
• Drive to source, win, expand relationships
• Knowledgeable/Credible within their field (through experience, education, credentials in applicable area)
• Organizational skills
• Ability to utilize technology resources

**Oakworth has been recognized by *American Banker* magazine as one of the “Best Banks to Work For” nine times**, earning a spot on the list every year since the program began in 2013. Most recently, Oakworth ranked **#2 nationally in both 2024 and 2025**, after holding the **#1 ranking six times** in prior years. To learn more about our story and what truly sets Oakworth apart, visit <https://www.oakworth.com/>.

If you are interested in this excellent opportunity, please send your resume to [[email hidden]](mailto:[email hidden]).

**Equal Employment Opportunity**

Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law.

**Accommodations for Applicants**

Accommodations are available upon request for applicants who may need support during the hiring process. If you would like to request an accommodation, please contact [[email hidden]](mailto:[email hidden]) and we will be glad to assist.

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