Middle Market Relationship Specialist
The Company
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.
Position overview
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.
The goal of the Commercial Relationship Specialist is to provide sales support, client relationship management, and interact with clients while properly maintaining a credit portfolio. And will demonstrate knowledge in all banking services including credit, treasury services, and depository services.
Primary duties and Responsibilities
· Ability to understand and review all necessary loan documents for accuracy, prior to closing.
Demonstrated knowledge of Middle Market credit, including interest rate swaps, tax-exempt financing, bond financing.
Ability to provide direct assistance to clients with respect to existing or new service requests.
· Ability to assist clients with business and personal accounts or partner with appropriate bank representatives for service needed.
Ability to follow up on loan files for specified documents and clear up any / all loan exceptions and to prepare and organize loan packages for presentment to Loan Committee members.
Demonstrated ability to proactively participate in the community banking efforts within the Middle Market segment by identifying and developing strong referral relationships and actively participating in civic, professional and non-profit organizations.
Demonstrated understanding of credit quality maintenance of loan portfolios.· Ability to communicate with impact and enthusiasm in formal and informal settings audiences such as corporate leadership, major project leadership, and loan committee.
Ability to flexibly apply rules or procedures, while remaining guided by the organization’s values.
Ability to assist clients with special requests or problem inquiries and seeks others to assist as needed.
Ability to contribute to a supportive learning environment by sharing knowledge.
· Uses technical skills to service clients with expanding and deepening new products and services.
Demonstrates the ability to draw logical conclusions based on in-depth analysis of information and can recognize causes and consequences of actions and events that are not readily apparent.
Demonstrates the ability to maintain continuous, open and consistent communication with staff and clients.
· Ability to use current software (ex: SalesLogix, Expedite, CFI Laserpro, WireXchange, etc.) and information technology to accomplish tasks.
· Attends job-specific training classes as required, this includes but is not limited to, completing annual BSA/AML Compliance Training and understanding employee’s role in maintaining an effective BSA/AML compliance program.
Minimum Qualification
· 5+ years of Banking Experience
· 4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus, or equivalent work experience
· Extensive knowledge of Treasury Services products
· Experience with interest rate swaps
· Experience with tax-exempt and bond financing
· Experience with participation and syndication financing
· Experience with both consumer and commercial credit
· Experience with Dealer Financial Services
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 demeanour
· 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
Our values
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 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 1 st 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
· Tuition Assistance
· Professional development opportunities
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER M/F/V/D
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