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.