Commercial Client Advisor

Valley Bank; Clearwater (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Valley Bank in Clearwater, FL is seeking a Commercial Client Advisor to be the front-line, branch-based face of Commercial Services. You will own commercial account onboarding, routine servicing, and collaboration with Relationship Managers to ensure accurate account setup and smooth treasury implementation.

The role emphasizes exceptional client service, accurate documentation, and identifying growth opportunities while adhering to bank policies.

Qualifications

• High School diploma or GED with a minimum of 3 years banking experience.
• Experience servicing Commercial clients and knowledge of banking products and workflows.
• Strong written and verbal communication skills for clear client updates.
• Ability to follow bank policies and maintain documentation standards.

Responsibilities

• Act as the primary in-person Commercial client servicing contact at the branch.
• Handle onboarding, account maintenance, money movement, research, and routine service needs.
• Perform transaction review decisions and basic Treasury servicing within guidelines.
• Maintain clear, timely communication with clients and internal partners.
• Build and deepen client relationships through reliable service and follow-through.
• Identify and refer expansion opportunities to Relationship Managers or Retail partners.

Skills

Client servicing

Relationship management

Commercial banking

Account onboarding

Money movement

Documentation accuracy

Policy compliance

Education

High School diploma or GED

Bachelor's degree (preferred)

Job description

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

The Commercial Client Advisor acts as the front line, branch based face of Commercial Services, owning commercial account onboarding and routine servicing activities. This role partners closely with Relationship Managers and Treasury teams to ensure commercial accounts are opened accurately, maintained effectively, and prepared for successful treasury implementation.

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Responsibilities Include But Are Not Limited To

• 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.

Required Skills

• Excellent interpersonal, client service, and relationship management skills, with the ability to independently manage Commercial client interactions and deliver responsive, professional, and solutions-oriented service.
• Ownership mindset with ability to manage multiple requests end-to-end, independently move requests forward, resolve obstacles, and drive work from intake through resolution with strong follow-through and accountability.
• Experience supporting Commercial clients in a servicing capacity. Working knowledge of Commercial banking products, servicing workflows, and enabling systems.
• Excellent written and verbal communication skills, including the ability to write correspondence clearly and appropriately, provide timely updates, and accurately explain products, and servicing expectations to clients and internal partners.
• Strong attention to detail and the ability to follow policies, procedures, and documentation standards while maintaining quality, accuracy, and compliance.
• Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve routine to moderately complex customer issues.
• Strong organization skills and a high degree of accuracy in documentation, tracking, and follow-up.
• Ability to work effectively in a branch environment while supporting both branch based and centralized Commercial workloads.

Required Experience

• High School diploma or GED equivalent with a minimum of 3 years banking experience in customer service or treasury management.

Preferred Experience

• Bachelor's Degree plus experience in working with a variety of Commercial & Industrial clients, including knowledge of branch operations a plus.