Treasury Management Advisor

The Bank of Tampa

Treasury Management Advisor driving revenue through client-facing initiatives and expanding relationships in commercial banking. Providing solutions for Treasury Management services to enhance client satisfaction.

Posted 6/30/2026full-timeTampa • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2 years of experience in Treasury Management, Cash Management, or Commercial Banking
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.

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Treasury ManagementCash ManagementCommercial BankingProposal PreparationPipeline ManagementClient AcquisitionMarket AnalysisRisk Exposure AssessmentSolution SelectionOnboarding Activities

Soft Skills

Professional CommunicationTeamworkClient ServiceProblem SolvingRelationship Building

Certifications

Valid Driver's License