Private Relationship Manager

Company: The Bank of Tampa
Location: Clearwater
Posted on: April 13, 2025

Job Description:

Private Relationship Manager

Interested in this role You can find all the relevant information in the description below.





Position Overview

The Private Relationship Manager will enhance banking relationships by providing personalized, expert advice on products and services tailored to meet our clients' needs and financial goals. The ideal candidate will be dedicated to establishing new client relationships, along with maintaining strong, existing client relationships within the assigned community market area.



Primary Duties and Responsibilities

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


Acts as a cultural ambassador for The Bank of Tampa to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.

Business development focus as an individual producer and as a sales management leader with responsibility for managing a substantial portfolio of affluent clients that includes loans, deposits and wealth related products and services. The scope of this role includes increasing net interest margin, deposit and loan pricing, and non-interest income generation that contributes to overall bank profitability goals.
Demonstrates expert ability and knowledge in leading and participating in client relationship building in collaboration with the commercial banking team. Financially confident when interacting with a broad range of clients, specifically affluent clients.
Coaches for performance, recognizes and rewards individual accomplishments, provides meaningful, timely feedback and development, and encourages a positive team environment.
Communicates with impact and enthusiasm in formal and informal settings and with various audiences (staff and clients).
Active leadership in community organizations and activities.
Oversees, and accountable for, the smooth and effective functioning of the banking office. In conjunction with the Service Assistant Manager, is responsible for the effective and efficient office operational management, in line with established Bank policies and procedures and expense control guidelines.



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



Minimum Qualifications

4-6 years or more demonstrated experience with in-depth financial relationship management, leading, developing, coaching, and motivating personnel to create a positive team environment.
Proven background in sales and business development with existing and new clients, specializing in wealth planning and other financial services.
Broad comprehension of overall bank office operations including expertise in balancing client service with bank risk.
Registration as a Mortgage Loan Originator through the National Mortgage Licensing System (NMLS) or in the process of obtaining NMLS registration.



Preferred Qualifications

4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus, or equivalent combination of education and experience.
Holds at least one position in civic or philanthropic organization in our community.



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

A DRUG FREE WORKPLACE

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Keywords: The Bank of Tampa, Ocala , Private Relationship Manager, Executive , Clearwater, Florida