Commercial Banking Client Advisor: Growth & Solutions

Valley Bank; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Valley Bank in Tampa is seeking a Commercial Client Advisor to serve as the front-line, branch-based face of Commercial Services. You will own commercial account onboarding, routine servicing, and partner with Relationship Managers to ensure accurate openings and smooth treasury implementations.

You will handle service requests end to end, manage money movement, maintenance, and research, while maintaining clear communication with clients and internal partners.

Qualifications

• Minimum 3 years banking experience in customer service or treasury management.
• Experience supporting Commercial clients in servicing capacity and knowledge of servicing workflows.

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.

Skills

Interpersonal skills

Client servicing

Commercial banking knowledge

Communication

Attention to detail

Problem solving

Organization

Education

High School diploma or GED

Bachelor's Degree (preferred)

Job description

Valley Bank in Tampa is seeking a Commercial Client Advisor to serve as the front-line, branch-based face of Commercial Services. You will own commercial account onboarding, routine servicing, and partner with Relationship Managers to ensure accurate openings and smooth treasury implementations.

You will handle service requests end to end, manage money movement, maintenance, and research, while maintaining clear communication with clients and internal partners.