What are the responsibilities and job description for the Treasury Management Advisor position at Bank of Tampa?
Position Overview
Our Treasury Management Advisors are a critical component of our success. The Treasury Management department provides non-credit sales and specialized operational support for large and/or complex commercial deposit relationships throughout the Bank. What sets us apart from others is the value we bring to our clients. Treasury Management Advisors bring a solutions-oriented perspective to client and prospect interactions, embrace accountability for their own goals, and create value for our internal and external clients during each interaction. The primary responsibilities of the Treasury Management Advisor are client-facing, driving revenue through expanding existing relationships and attracting new business alongside our Commercial Banking teams in the areas of Account Analysis, Commercial Online & Mobile Banking, Positive Pay, Remote Deposit Capture, Automated Clearing House (ACH), Wire Funds Transfer, Lockbox, Commercial Card, Merchant Services and/or related services as assigned by the department director. The Treasury Management Advisor is comfortable with the role and image of a professional and has an eagerness to develop and refine the subject matter expertise and sales support skills necessary to help their teams achieve successful results.
Primary Duties and Responsibilities
- Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
- Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
- Independently prospects for, develops, and closes new commercial deposit and Treasury Management relationships by identifying target opportunities, cultivating centers of influence, maintaining a self-generated pipeline, and partnering with Commercial Banking teams on joint calling efforts.
- Responsible for generating new revenue, deposit growth, and production results sufficient to meet Bank, Department, individual, and other assigned goals. Prospecting, outside calling, COI development, and new client acquisition activities comprise approximately 80% of this role; proposal preparation, research, analysis, reporting, and related follow-up comprise approximately 20%.
- Maintains defined activity standards, including outside prospecting calls, joint banker calls, pipeline reviews, and new treasury relationship goals as established by the Treasury and Payments Director.
- Uses market knowledge, prospect conversations, and field activity to identify client needs, competitive opportunities, and business trends that support effective product positioning and new relationship development.
- Prepares customized Treasury Management proposals that address each prospect’s cash flow structure, risk exposure, operational needs, and long-term relationship opportunity.
- Guides prospects and newly acquired clients through solution selection, enrolment requirements, documentation, implementation expectations, and onboarding activities to ensure a seamless transition to an active client relationship.
- Applies subject matter expertise and consultative discovery skills to recommend appropriate Treasury Management solutions and position the Bank as a trusted advisor throughout the acquisition process.
- Communicates clearly and professionally with prospects, clients, relationship managers, market directors, senior leadership, and referral sources to advance opportunities and reinforce the value of the Bank’s Treasury Management capabilities.
- Anticipates obstacles, prepares thoughtful next steps, reviews relevant information before acting, and maintains consistent follow-up to support pipeline momentum, timely decisions, and successful conversion of new relationships.
- Applies relevant legislation, policies, procedures, and standards throughout prospecting, proposal, onboarding, and new relationship development activities while building rapport with prospective clients through thoughtful discovery and shared business interests.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
- 2 years of experience in Treasury Management, Cash Management, or Commercial Banking, with a demonstrated track record of meeting or exceeding individual production goals.
- Documented success in independent business development, including prospecting, pipeline management, and closing new commercial relationships through proactive outreach and relationship-building.
- Proficient in Microsoft Office suite, including Word, Excel, Outlook, and related business productivity tools.
- Demonstrates professionalism in communication, attitude, and teamwork with clients, prospects, peers, and management.
- Completes required training and adheres to all bank policies, procedures, safety regulations, and applicable local, state, and federal laws.
- Must possess a valid driver’s license and be able to conduct regular outside calling throughout the Tampa Bay market.
Preferred Qualifications
- 4-year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus or equivalent combination of education and experience.
- Valid and current Accredited ACH Professional (AAP) designation
- Valid and current Certified Treasury Professional (CTP) designation
- Established COI network in the Tampa Bay commercial market: CPAs, attorneys, business advisors, and commercial real estate professionals.
- Advanced skills with Microsoft Office suite, specifically Excel, Word, and Outlook; familiarity with CRM platforms and pipeline management tools.
Attributes for Success
- Ownership mentality. Takes full accountability for individual results without deflecting to process, team, or market conditions.
- Strong organization, time management, and attention to detail.
- Analytical mindset with the ability to understand cash flow, account analysis, and client operating needs.
- Ability to manage multiple priorities, including an active book of business and prospecting calendar.
- Clear, concise verbal and written communication skills.
- Self-motivated, proactive, and accountable for individual results.
- Professional in work quality, attendance, appearance, and interactions.
- Disciplined prospector who treats pipeline development as a daily priority.
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
- Eligibility for health, dental, vision, life and disability insurance coverages
- Retirement Plan - 401k with matching
- ESOP- Employee Stock Ownership Plan
- Time away from work – vacation time, sick time and holidays
- Paid parental leave
- Tuition Assistance
- Professional development opportunities
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