Commercial Client Advisor

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.

Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:

• American Banker Best Banks to Work For in 2021, 2022, and 2023
• Top Workplaces USA national award in 2022, 2023, and 2024
• Newsweek's America's Best Banks 2023, and 2024
• Newsweek's America's Greatest Workplaces 2024 and 2025
• U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025

At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Job Purpose:

The position operates as a portfolio manager for treasury management clients and acts as a trusted advisor and primary point of contact for all Commercial Banking services. Responsible for the retention and growth of our clients by recommending solutions that are based upon client data analytics and industry trends while engaging operations, product, IT and sales resources to optimize the suite of solutions that is the best fit for each client. Responsible for ensuring actions and behaviors drive a positive customer experience. While operating within the Bank's risk perimeters, will achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Job Duties:

• Serves as Treasury Management and Commercial Banking relationship ambassador for all things treasury and commercial including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and resolution.
• Improve client retention and deepen client relationship by recommending additional services that will deliver additional value and achieve operational excellence/client satisfaction.
• Manages team escalations with little oversight by Commercial Client Advisor Team Manager.
• Trains, mentors/coaches, provides oversight for newly on-boarded Client Advisors.
• Assess client's viability for additional Treasury Management services and exhibit consultative behaviors to bring opportunities to close or referral.
• Proactively manage critical client communications and issue resolution until completed. Will have the foresight to communicate quickly and adapt well to intense client service situations.
• Ensures complete client satisfaction by providing expedited, timely responses to client requests (close the loop) within standard service level agreements.
• Drives problem resolution and escalates to the appropriate individuals as necessary.
• Manages bank and client risk associated with High Risk Transactions (Wires, Overdrafts etc.) while adhering to Client Care Policy and Procedures; identify, assess, manage, monitor and report potential risk related circumstances to protect the Bank from potential losses.
• Completes periodic client document reviews through client triggered events or relationship analysis; materials are up-to-date, accurate, and recorded appropriately for reference.
• Collaborate by fostering communication and a partnerships across all lines of business to ensure proactive management for the overall client relationship. Track participation/Call reports.
• Works collaboratively with the Sales partners to support Request for Proposals and Treasury Management relationship reviews, as needed.
• Will complete special projects as assigned by manager.

Education, Job Skills and Qualifications:

• Bachelor's Degree or equivalent work experience.
• 3 or more years banking experience preferred including Commercial Bank experience (including, but not limited to the following): commercial account structure, Treasury Management products and services.
• 3 or more years demonstrated client service experience preferred (phone and face to face).
• Excellent written and verbal communication skills (business style).
• Ability to effectively communicate with all levels of the organization
• Strong interpersonal and relationship building skills.
• Ability to filter and analyze information/process to facilitate decision making and enhance client relationship.
• Ability to cope with complex, uncertain, (ambiguous) high pressure situations and adapts to new and different circumstances.
• Ability to problem solve and prioritize multiple tasks with strong attention to detail.
• Ability to collaborate and influence a positive outcome.
• Strong organizational skills and ability to leverage internal systems for problem resolution

Basic Qualifications:

• Bachelor's Degree or equivalent work experience
• 3 or more years banking experience preferred including Commercial Bank experience (including, but not limited to the following): commercial account structure, Treasury Management products and services.
• 3 or more years demonstrated client service experience preferred (phone and face to face).

Equal Opportunity Employer M/F/Disabled/Vet;

If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process or other inquires.