Commercial Banking Team Lead

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.
• Analyze client financial statements in order to provide and implement financial recommendations.
• Work collaboratively with internal teams to enhance the client experience.
• 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 by American 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, visit https://www.oakworth.com/.

If you are interested in this excellent opportunity, please send your resume to [email protected].

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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 [email protected] and we will be glad to assist.