Commercial Relationship Manager - Lakewood Ranch Office

Position overview

Our Commercial Relationship Managers are a critical component of our success, as they represent The Bank of Tampa’s “brand” in our Community. What sets our Bankers apart from others is the value we bring in consulting our clients on their individual financial objectives. Commercial Relationship Managers bring solutions-oriented client perspective, embrace accountability for their own goals, and they create value for our clients during each interaction.  Our Commercial Relationship Managers are highly regarded bankers, comfortable with the role and image of a sales professional and they have expert knowledge in all banking services including credit, treasury services, and depository services. This position will support our Lakewood Ranch Office. 

Primary Duties and Responsibilities

• Consistently deliver outstanding client service with a friendly, can-do attitude, and willingness to help at all times.

• Act as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.

• Lead and participate in sales calls in support of commercial and personal banking to develop new business and increase or retain existing business. 


• Consult with clients and prospective clients and make sound financial recommendations for bank services.


• Attend to the needs of clients seeking predominately large personal and business related financial services, including expertise in making decisions on credit and terms if within own lending limits, or make recommendations to a superior bank officer.  


• Interview potential clients to develop information concerning their business, needs, desires, abilities and earnings to determine whether a loan may be an acceptable risk.  


• Translate external market conditions and trends to drive profitability and growth of the portfolio, while enhancing The Bank of Tampa brand value. 


• Proactively participate in the community banking efforts within an assigned Market or Office by identifying and developing strong referral relationships and actively participating in civic, professional and non-profit organizations.


• Communicate with impact and enthusiasm in formal and informal settings to audiences such as corporate leadership, major project leadership, and senior loan committee.  

• Maintain credit quality of loan portfolios.

This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Minimum Qualifications

• 5 years experience in a similar role within a Bank


• 4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus or equivalent experience 


• Proven experience in commercial or business banking with a portfolio of clients $5-$25 MM in revenue 


• Must possess a valid driver’s license as local travel will be required 20-60% of the time

• Demonstrated credit skills and underwriting experience

Preferred Qualifications

• Formal credit training and underwriting experience


• Member of group of associations affiliated with our client niche such as Chamber of Commerce, Legal and Medical association groups, Community groups

• Hold one civic or philanthropic board position

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

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

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