Since first opening in 1984, The Bank of Tampa has focused on serving Tampa Bay professionals and owner-managed businesses, which has given us an insight into our community that other banks simply cannot match. Our lenders and their teammates use their deep understanding of the area to help our clients establish professional, cultural and social ties that benefit their businesses, their families, and themselves. We are committed to providing the highest level of banking services while nurturing a strong and lasting professional relationship that contributes to our client’s success. Personalized service to our clients and our community is what we are all about.
The Bank of Tampa is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
We differentiate our Brand from large financial institutions by the special relationships we build between our Bankers and our Clients. What sets our Bankers apart from others is the value we bring in consulting to our clients on their individual financial objectives. Our commitment shows in our professional, team-oriented office environment that encourages both personal and professional growth for our staff and in the pride we take in recognizing our clients, knowing their name, and appreciating their individuality.
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 to our clients on their individual financial objectives. Across our banking offices in Hillsborough, Pinellas, and Sarasota county, our 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.
Primary Duties and Responsibilities
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.”
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
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
Attributes for Success
Self-motivated with action and results delivery orientation; demonstrated initiative and accountability by willingness to assume additional duties other than assigned
Portrays Strong interpersonal skills, projecting an approachable demeanor
Consult, facilitate and build relationships in order to foster partnership, collaboration & teamwork across all levels of the organization
Works independently and with others to identify issues and develop solutions
Demonstrates strong interpersonal and written/ verbal communication (listening, confidence, professionalism, persuasion) with individuals across all levels of the organization
Is resourceful and flexible with regard to shifting priorities, new demands and challenge
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
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefit plans – from medical, life, disability, and other insurance programs to savings and retirement plans and an array of work/life effectiveness policies and programs. As a highlight:
Eligibility for health, dental, life and disability insurance coverages begins 1st of the month after hire.
Retirement Plan - 401k with matching
ESOP- Employee Stock Ownership Plan
Time away from work – vacation time, sick time and holidays
Professional development opportunities
Additional Salary Information: Salary plus incentive
About The Bank of Tampa
The Bank of Tampa
With assets totaling more than $3 billion, The Bank of Tampa is the largest community bank headquartered in the Tampa Bay area. We have a proud history and a strong legacy that is reflected in everything we do. For more than three decades, we have developed quality relationships that are personal and accessible, and we aim to deliver a client experience like no other.
Since The Bank of Tampa’s inception in 1984, it has been privately owned by its staff, directors, and clients. The Bank of Tampa offers commercial banking—which includes middle market, commercial real estate, SBA lending and treasury services—personal banking, wealth management, and trust services—truly making it a full-service community bank.
Our primary purpose is to help build our community and develop our employees so that all can fulfill their potential.
Our vision is to meet the needs of our community by being the financial services provider of choice and building relationships with companies, firms and families throughout the greater Tampa Bay area.
We build relationships with our clients, our community and with our team members.
Additional Culture De...tails
Our culture is based on the simple credo: do the right thing all of the time. Our company is committed to treating everyone with dignity and respect. All of us are here to provide service to our clients and each other. We value the contributions of all team members, and we value collaboration. We share a mutual goal of earning the trust of our clients, our community and our team members. We strive to serve the entire Tampa Bay community and to provide opportunities for all who work with us
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.
Safety and Soundness
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable law, rules and regulations, and to maintain open and forthright communication with our regulators.