Commercial Banking Team Lead

OakworthTalent; Charlotte (NC); On-site; USD 100,000 - 170,000; Full time

Job summary

Oakworth Capital Bank in Charlotte, NC seeks a Commercial Banking Team Lead to guide a client-focused advisory team and grow the business. The role emphasizes leading the team, deepening client relationships, and championing Oakworth’s service model.

The ideal candidate has a strong lending background, prior leadership experience, and proficiency with Horizon Core Banking and CRM platforms. Excellent communication and teamwork are essential as you advance strategic goals.

Qualifications

• Bachelor’s degree or equivalent required.
• 7+ years of Commercial & Industrial lending experience preferred.
• Previous leadership experience preferred.
• Previous commercial credit background preferred.
• Proficiency in Horizon or similar Core Banking system and Microsoft Dynamics CRM preferred.
• Proficiency in Microsoft Office suite required.

Responsibilities

• Lead/Recruit/Develop the Commercial Banking team.
• Drive business development and build a robust book of client relationships.
• Deliver extraordinary client experiences through personalized banking solutions.
• Collaborate with Private Banking, Treasury Management, and Wealth Management teams.
• Maintain strong relationships and provide solutions to clients.

Skills

Leadership

Client relationship management

Communication skills

Team development

Strategic business development

Education

Bachelor’s degree or equivalent

Tools

Horizon Core Banking

Microsoft Dynamics CRM

Microsoft Office

Job description

Job Details: Job Location: Central Carolinas - Charlotte, NC 28210, Position Type: Full Time, Job Shift: Day, Oakworth Capital Bank has an excellent opportunity for a leader to join our team in Charlotte, NC! We are looking for a fulltime Commercial Banking Team Lead that will play a vital role in leading the commercial advisor team, 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 Banking Team Lead 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:

• Recruit/Build/Lead the team
• Ensure execution of the Oakworth Model and 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.

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
• 7+ years of experience of Commercial & Industrial (C&I) lending experience is preferred
• Previous leadership experience is highly 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 byAmerican 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, visithttps://www.oakworth.com/.

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 [e-mail] we will be glad to assist.