Private Banking Client Advisor (Charlotte, NC)

Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team! We are looking for a fulltime Private Banking 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 Private Banking 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 Commercial Banking 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 lending experience is preferred
• Previous credit background with sound lending practices 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