Oakworth Capital Bank

Commercial Banking Client Advisor

Oakworth Capital Bank  •  Mobile, AL (Onsite)  •  2 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Job Location: South Alabama - Mobile, AL 36602
Position Type: Full TimeEducation
Level: 4 Year Degree Preferred
Job Category: Commercial BankingOakworth Capital Bank has an excellent opportunity for someone to join our team in Mobile, AL! 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 (Golden 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 Capital Bank

About Oakworth Capital Bank

Oakworth aims to redefine financial services by combining high-touch client relationships with modern solutions in commercial and private banking, wealth and advisory services.

Founded by financial professionals who believed there was a better way, Oakworth serves businesses, professionals and families with a blend of exceptional client service and customized financial strategies.

Our associates work with clients to deliver tailored guidance and integrated strategies designed to support their financial needs throughout different stages of life and business growth.

Oakworth Capital Bank has a 95% client retention rate and an industry-leading Net Promoter Score of 95 (as of year-end 2025, exclusive of Oakworth Asset Management).

Disclosures:

Advisory Services, including investment management and financial planning, are offered through Oakworth Asset Management LLC a registered investment advisor. Oakworth Asset Management LLC is owned by Oakworth Capital Bank, Member FDIC. Investment products and services offered via Oakworth Asset Management LLC are independent of the products and services offered by Oakworth Capital Bank, and are not FDIC insured, may lose value, have no bank guarantee, and are not insured by any federal or state government agency. Because of the ownership relationship and involvement by Oakworth Asset Management LLC associates with Oakworth Capital Bank, there exists a conflict of interest to the extent that either party recommends the services of the other. For additional information about Oakworth Asset Management LLC, including its services and fees visit advisorinfo.sec.gov.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Birmingham, Alabama
Year Founded
2008
Social Media