Commercial Services Advisor

United Bank; Chantilly (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

United Bank is seeking a Commercial Services Advisor in Chantilly, VA to deliver top-tier treasury services guidance to commercial clients. The role emphasizes expert product knowledge, cross-functional collaboration, and proactive client solutions within a growing regional team.

The position requires a bachelor’s degree, several years of banking experience in treasury management or related areas, and strong communication skills; Spanish language skills are a plus.

Qualifications

• Bachelor’s degree required; business major preferred.
• Excellent verbal and written communication skills; Spanish or additional language a plus.
• Proficiency in Microsoft Office products.
• Ability to travel up to 10% within the region.

Responsibilities

• Maintain excellent customer service standards with customers and all internal bank departments.
• Maintain deep product knowledge of United Bank’s treasury services to maximize sales and advise commercial customers.
• Collaborate with Branch, Commercial Services, Treasury Management Operations and other departments to address treasury needs.
• Identify treasury management needs and propose solutions; facilitate onboarding and implementation.
• Develop profitable deposit relationships to maximize noninterest income for United Bank.
• Work with departments to pre-qualify clients for treasury services.
• Train customers on internet banking and related modules; coordinate with Treasury Management Operations for training.
• Interface with all lines of business to grow non-interest income from commercial clients.
• Cross-sell other bank products and refer clients to other bank areas when needed.

Skills

Communication skills

Customer service

Team player

Problem solving

Attention to detail

Education

Bachelor’s degree (business major preferred)

Tools

MS Office

Job description

Commercial Services Advisor

United BankUnited Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Date: Aug 25, 2026

Location: Chantilly, VA, US, 20151

Company: United Bank

RESPONSIBILITIES

• Maintain excellent customer service standards with customers and all internal bank departments
• Maintain a high level of product knowledge and procedural expertise of United Bank’s treasury services product line to maximize sales effectiveness and to advise existing commercial customers with product inquiries and requests
• Work closely with Branch, Commercial Services, Treasury Management Operations and other bank department staff to respond to treasury services needs
• Identify treasury management product needs and propose solutions to commercial customers that best meet their needs, facilitate on-boarding, implementation and customer satisfaction
• Maintain and establish profitable deposit relationships that will maximize noninterest income opportunities for United Bank
• Work closely with other departments to facilitate pre-qualification of clients for treasury services
• Conduct training for customers utilizing internet banking and related modules and coordinate with Treasury Management Operations for additional training support, as needed
• Interface with all lines of business in order to grow both non-interest income from existing commercial clients
• Cross-sell other bank products and services and capitalize on opportunities to expand business, referring clients to other areas of the bank for additional needs where appropriate.

Qualifications

Bachelor’s degree required, business major is preferredMinimum of three (3) years of working directly with commercial clientsMinimum of three (3) years of working banking experience required, preferably in a related Treasury Management and/or customer contact area preferredExcellent verbal and written communications skills in Spanish or additional language a plus.Thorough understanding of the treasury services offered by United BankPrior customer contact skills are essentialProficiency in Microsoft Office Products requiredDemonstrated ability to learn and understand the various product lines and services offered by the Bank and to continue to stay current on all products and servicesExcellent verbal and written communications skills in Spanish or additional language a plusExcellent presentation and problem solvingDemonstrated excellent listening skillsAbility to work independently and in a team environmentAbility to travel up to 10% within assigned region/state.

KEY COMPETENCIES

Product knowledgeProfessionalism Interpersonal and customer contact skillsTime managementProblem solving skills

ESSENTIAL FUNCTIONS

• Sitting and standing for extended period of times as required toSufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate dataAbility to travel via air, rail, automobile and/or bus.
• Full-timePI286708725