The Bank of Tampa

Advisor

• 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, enrollment 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

Treasury Management Advisor

Business Development Rep

• Independently designs, develops, and maintains instructor-led, virtual, and blended learning programs.
• Translates high-level directives into structured training plans and learning materials.
• Partners with subject matter experts and business partners to validate content accuracy and consistency.
• Creates facilitator guides, participant materials, job aids, and e-learning content.
• Maintains a centralized library of training materials.
• Facilitates classroom, virtual, and blended training sessions.
• Leads systems and application training for new hires and bank initiatives.
• Adapts facilitation style for various audiences and experience levels.
• Administers training using LMS technology including scheduling and reporting.
• Maintains accurate training records and compliance documentation.
• Evaluates training effectiveness using feedback and performance metrics.
• Refines training strategies based on results and stakeholder feedback.
• Prepares reports and summaries on trainee outcomes, effectiveness, and areas of improvement.
• Builds solid cross-functional relationships across all levels of the organization.

Treasury Management Advisor

Learning and Development Business Partner