United Bank

  • Treasury Services Advisor

    Job Locations US-WV-Morgantown
    Posted Date 1 month ago(6/18/2018 8:46 AM)
    Job ID
    # of Openings
    Treasury Services
    UB Non-Retail
  • Responsibilities

    The Treasury Services Advisor works directly with existing commercial and small business customers to qualify, facilitate on-boarding and implement new treasury services. 


    • 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.


    • Bachelor’s degree required, business major is preferred
    • Minimum of three (3) years of working directly with commercial clients
    • Minimum of three (3) years of working banking experience required, preferably in a related Treasury Management and/or customer contact area preferred
    • Thorough understanding of the treasury services offered by United Bank
    • Prior customer contact skills are essential
    • Proficiency in Microsoft Office Products required
    • Demonstrated 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 services
    • Excellent verbal and written communication skills
    • Excellent presentation and problem solving
    • Demonstrated excellent listening skills
    • Ability to work independently and in a team environment
    • Ability to travel up to 10% within assigned region/state.



    • Product knowledge
    • Professionalism 
    • Interpersonal and customer contact skills
    • Time management
    • Problem solving skills


    • Sitting and standing for extended period of times as required to
    • Sufficient 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 data
    • Ability to travel via air, rail, automobile and/or bus.


    With over 175 years of experience, United Bank is one of the region’s premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets.
    At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work.
    United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.


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