Commercial Real Estate CRE Relationship Manager AmerantbankCommercial Real Estate CRE Relationship ManagerTampa, FLFull timeMaintains and ensures high quality loan portfolio though the support of underwriting and portfolio management team by monitoring loan policy exceptions, ongoing review of credits, loan covenant compliance, and site inspections. Excellent knowledge of local Real Estate industry; expert real estate credit skills; financial statement analysis, real estate construction and credit structuring.
Corporate Banking Relationship Manager AmerantbankCorporate Banking Relationship ManagerTampa, FLFull timePromote and cross-sell various products and services through telephone calls, mailing notices and face-to face visits, with the objective of servicing, maintaining, developing new relationships, increasing the deposit and loan portfolio, increasing bank revenues and identifying current and potential business opportunities for the bank. Evaluate and take action to adequately manage and control customer overdraft and uncollected funds transactions following approval limit guidelines in order to accommodate and service customers in a financially feasible and prudent manner, with minimum risk exposure to the bank.
Corporate Banking Relationship Manager Amerant BankCorporate Banking Relationship ManagerTampa, FLFull timeul>Promote and cross-sell various products and services through telephone calls, mailing notices and face-to face visits, with the objective of servicing, maintaining, developing new relationships, increasing the deposit and loan portfolio, increasing bank revenues and identifying current and potential business opportunities for the bank. Evaluate and take action to adequately manage and control customer overdraft and uncollected funds transactions following approval limit guidelines in order to accommodate and service customers in a financially feasible and prudent manner, with minimum risk exposure to the bank.
Sr. Manager, Active Trader Relationship Management Morgan StanleySr. Manager, Active Trader Relationship ManagementTampa, FL$110,000–$190,000 / yearThe ideal candidate combines deep trading and active trader platform knowledge with proven multi-level leadership, strong judgment, and the ability to drive performance through managers while operating effectively across partners (e.g., Compliance, Risk, Operations, Product, and other lines of business). The Active Trader Relationship Manager (ATRM) organization is responsible for developing and deepening relationships with a book of highly active traders through increased client engagement and education on E*TRADE's full suite of advanced active trader platforms, tools, and services.
Team Manager, Active Trader Relationship Management Morgan StanleyTeam Manager, Active Trader Relationship ManagementTampa, FLp>Position Summary: The Active Trader Relationship Manager (ATRM) team is responsible for developing relationships with a book of highly active traders through increased client engagement and by providing education on E*TRADE's full suite of advanced active trader platforms, tools and services. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Technology Media & Telecoms Relationship Manager - Payments - Senior Associate JPMorgan Chase & CoTechnology Media & Telecoms Relationship Manager - Payments - Senior AssociateTampa, FLExecute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Relationship Manager - Agency Securities Finance - Vice President JPMorgan Chase & CoRelationship Manager - Agency Securities Finance - Vice PresidentTampa, FLJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Relationship Manager Tech, Media, Telecom- Payments - Vice President JPMorgan Chase & CoRelationship Manager Tech, Media, Telecom- Payments - Vice PresidentTampa, FLAs a Relationship Manager on the Merchant Services Technology, Media & Telecom team, you will own a portfolio of global large corporate clients, and partner closely with firmwide coverage teams to deliver coordinated client strategies. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerTampa, FL$73,500–$212,280 / yearAs part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Relationship Manager PuroSystems LLCRelationship ManagerLakeland, FL$65,000–$150,000 / yearp>PuroClean is leading the industry in emergency property restoration services by helping families and businesses overcome the devastating setbacks caused by water, fire, mold, biohazard, and other conditions resulting in property damage. Youll Thrive If You Love building relationships face-to-face Are organized and disciplined with follow-up Want unlimited earning potential Take ownership of results.
Strategic Supplier Relationship Manager I (Mid-level) - Real Estate USAAStrategic Supplier Relationship Manager I (Mid-level) - Real EstateTampa, FL$69,920–$125,850 / yearEngage regularly with clients, client relationship management, and others to ensure alignment of goals between USAA and the supplier, to understand and convey client needs to suppliers while understanding and conveying capabilities back to the client and client relationship managers. Anticipates and solves complex issues using a data-driven approach to decision making including allocating funds and developing and tracking Objectives and Key Results (OKRs) that drive Bank product success.
NewSr Client Relationship Manager, Commercial Risk-Middle Market Baldwin Group ColleagueSr Client Relationship Manager, Commercial Risk-Middle MarketTampa, Floridadiv>The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. CRM), Commercial Risk, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing commercial insurance programs, renewals, retention, strategic partnership, and advanced service needs.
Retirement Plan Relationship Manager - Adcock Financial Group Kestra Financial Independent AdvisorRetirement Plan Relationship Manager - Adcock Financial GroupTampa, FLThis individual will serve as a primary point of contact for corporate clients, plan sponsors, TPAs, recordkeepers and investment partners while delivering exceptional service and retirement plan consulting support. · Collaborate with team members, platform providers, TPA partners and auditors to present plan document reviews, investment reviews and RFP Benchmarking Cost Analysis.
Sr Client Relationship Manager, Commercial Risk-Middle Market The Baldwin Group Insurance Holdings, LLCSr Client Relationship Manager, Commercial Risk-Middle MarketTampa, FLp>The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. CRM), Commercial Risk, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing commercial insurance programs, renewals, retention, strategic partnership, and advanced service needs.
NewSr. Relationship Manager - C&IB The PNC Financial Services Group IncSr. Relationship Manager - C&IBTampa, FLp>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Client Relationship Manager Sunrise LandscapeClient Relationship ManagerTampa, FL$80,000–$85,000This role serves as the primary client contact and is accountable for ensuring all client activity, proposals, communication notes, and service requests are accurately tracked in Aspire, allowing for full transparency and operational alignment between sales, service, and production teams. The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing revenue through proactive service communication and enhancement sales.
Relationship Manager I - Business Banking The PNC Financial Services Group IncRelationship Manager I - Business BankingBrandon, FLp>In addition, PNC generally provides the following paid time off, depending on your eligibility: • Maternity and/or parental leave • Up to 11 paid holidays each year • 9 occasional absence days each year, unless otherwise required by law • Between 15 to 25 vacation days each year, depending on career level • Years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewClient Relationship Manager, Employee Benefits Baldwin Group ColleagueClient Relationship Manager, Employee BenefitsTampa, Floridap style="text-align:inherit"/>Click here for some insight into our culture! This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.Position Summary.
Private Capital Solutions Relationship Manager South State BankPrivate Capital Solutions Relationship ManagerWinter Haven, FLResponsibilities include client portfolio management, sales support for new client opportunities, risk management and underwriting of new and existing client opportunities and cross-functional support for new client onboarding. All employees, officers and directors are to comply with banking and other applicable regulations, bank policies and procedures as well as completing all assigned Compliance and BSA training tailored to their job Description or position.
Commercial Banking Relationship Manager -Tampa, FL FinTrust Connect CareersCommercial Banking Relationship Manager -Tampa, FLTampa, Floridap>Function: This role is focused on lower middle market commercial banking, with responsibility for originating new C&I relationships, developing referral channels, structuring credit opportunities, and growing deposits and treasury management relationships. This opportunity is tied to intentional market expansion in Tampa Bay and it's ideal for a proven commercial banker who can originate, build relationships, and establish a strong presence in the lower middle market.
Senior Relationship Manager - Community Development Lending & Investing KeyCorpSenior Relationship Manager - Community Development Lending & InvestingTampa, FL$116,000–$216,000 / yearul>Originate and manage a portfolio of community development loans and equity investments, including affordable housing, Low-Income Housing Tax Credit (LIHTC) projects, New Market Tax Credits (NMTC), and other CRA-qualified activities. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Business Banking Relationship Manager - Florida U.S. BancorpBusiness Banking Relationship Manager - FloridaTampa, FL$81,600–$96,000 / yearp>As you grow your portfolio, you'll focus on building trusted, long-term relationships with business owners-supporting their growth goals and long-term financial success through consultative, relationship-based banking solutions-backed by the strength and resources of U.S. Bank. You'll drive new client acquisition through proactive calling, networking, and developing strong relationships with centers of influence, while building and managing a robust pipeline of new-to-bank opportunities.
Client Relationship Manager, Employee Benefits The Baldwin Group Insurance Holdings, LLCClient Relationship Manager, Employee BenefitsTampa, FLThe Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries.
Commercial Relationship Manager II South State BankCommercial Relationship Manager IIFLDIMENSIONS REQUIRED: Provides commercial loans in compliance with the Bank's policies and procedures Bachelor's Degree in Business, finance or equivalent work experience in related field and 3-5 years of previous commercial lending experience in a bank or loan setting. PRINCIPAL ACCOUNTABILITIES Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
Relationship Manager PuroClean Emergency Restoration SpecialistsRelationship ManagerLakeland, Floridadiv class="account_description">“We Build Careers” - Steve White, President and COO. We operate with a ‘servant-based leadership’ mindset and seek to create an environment where our team members can grow both professionally and spiritually through serving our customers, communities, and each other.
Commercial Real Estate CRE Relationship Manager Amerant Bancorp IncCommercial Real Estate CRE Relationship ManagerTampa, FLMaintains and ensures high quality loan portfolio though the support of underwriting and portfolio management team by monitoring loan policy exceptions, ongoing review of credits, loan covenant compliance, and site inspections. Technical and/or Other Essential Knowledge: Excellent knowledge of local Real Estate industry; expert real estate credit skills; financial statement analysis, real estate construction and credit structuring.
NewSenior Lead Commercial Auto Banking Relationship Manager Wells Fargo & CoSenior Lead Commercial Auto Banking Relationship ManagerTampa, FLli>Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. In this role, you will: Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships.
NewGrowth Platforms - Business Unit Relationship Management, Deloitte Microsoft Technology Practice (Manager) - C_MAT Deloitte Touche Tohmatsu LtdGrowth Platforms - Business Unit Relationship Management, Deloitte Microsoft Technology Practice (Manager) - C_MATTampa, FL$122,000–$240,500 / yearp>In the Business Unit Relationship Management, Deloitte Microsoft Technology Practice - Cyber role, you will drive pipeline growth, GTM execution, and pursuit support for a designated Business Unit of the Technology Practice, reporting to the Relationship Executive. Within the Deloitte Microsoft Technology Practice, this team enables differentiated, innovative go-to-market (GTM) solutions that provide quantified value to our clients by aligning our capabilities with applicable market trends and firm strategies.
Real Estate Relationship Manager Senior City National Bank of FloridaReal Estate Relationship Manager SeniorTampa, FLHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. If the loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk in the loan, current conditions in the financial markets, overall profitability of the loan and the current internal goals of the bank.
Retail Merchant Services - Relationship Manager - Payments - Senior Associate JPMorgan Chase & CoRetail Merchant Services - Relationship Manager - Payments - Senior AssociateTampa, FLul>Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Corporate Banking Relationship Manager Amerant Bancorp IncCorporate Banking Relationship ManagerTampa, FLp>Responsibilities: Promote and cross-sell various products and services through telephone calls, mailing notices and face-to face visits, with the objective of servicing, maintaining, developing new relationships, increasing the deposit and loan portfolio, increasing bank revenues and identifying current and potential business opportunities for the bank. Evaluate and take action to adequately manage and control customer overdraft and uncollected funds transactions following approval limit guidelines in order to accommodate and service customers in a financially feasible and prudent manner, with minimum risk exposure to the bank.
Commercial Relationship Manager IV South State BankCommercial Relationship Manager IVTampa, FLSuccess in the role is defined by efficacy in calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships internally and externally. Certifications/Specific Knowledge: Extensive knowledge of all Bank products, services, procedures, and practices; Must have an in-depth knowledge of Federal and State lending regulations and Bank policies relating to lending procedures.
Merchant Services Relationship Manager - Payments - Vice President JPMorgan Chase & CoMerchant Services Relationship Manager - Payments - Vice PresidentTampa, FLExecute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery. Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction.
Retail Merchant Services - Relationship Manager - Payments - Vice President JPMorgan Chase & CoRetail Merchant Services - Relationship Manager - Payments - Vice PresidentTampa, FLli>Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery. Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction.
Claims Relationship Manager SageSure Insurance Managers LLCClaims Relationship ManagerTampa, FLp>We have more than 1,000 employees in a distributed workforce environment across 12 offices-Fairfield, CA; Mountain View, CA; Cheshire, CT; Jacksonville, FL; Tallahassee, FL; Tampa, FL; Chicago, IL; Jersey City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI-who are tackling the industry's toughest challenges. . We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.
Commercial Relationship Manager Ameris BankCommercial Relationship ManagerTampa, FloridaTeammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. The position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client needs, customize solutions that will benefit the customer and meet loan, deposit, and service needs.
Business Banking Relationship Manager - Florida U.S. BankBusiness Banking Relationship Manager - FloridaTampa, Floridap/>If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. As you grow your portfolio, you’ll focus on building trusted, long-term relationships with business owners—supporting their growth goals and long-term financial success through consultative, relationship-based banking solutions—backed by the strength and resources of U.S. Bank.
Financial Supervision Principal & Client Relationship Manager Social Capital Resources LLCFinancial Supervision Principal & Client Relationship ManagerTampa, FLli>Candidates must possess an ability to interpret and apply Client and SEC regulation and recommend firm best practices to Financial Professionals and their staff. Top Tier Broker-Dealer/ RIA is seeking a Sales Supervisory Relationship Manager to join their team!NewCommercial Relationship Manager Ameris BancorpCommercial Relationship ManagerTampa, FLThe position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client needs, customize solutions that will benefit the customer and meet loan, deposit, and service needs. Reviews loan applications, tax returns, income statements, bank statements and other relevant data to determine actual cash flow and perform ongoing credit grade determinations within policy guidelines.Business Banking Sr. Relationship Manager - Greater Tampa Bay Bank of America CorpBusiness Banking Sr. Relationship Manager - Greater Tampa BayTampa, FLem> Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services, in order to design and deliver financial solutions to clients and prospects. Responsibilities Manages an extensive portfolio of complex clients and prospects with annual revenues of 20-50 million and helps companies save, borrow, and invest for their current and future needs.Business Banking Sr. Relationship Manager - Tampa / St. Petersburg, Fl Bank of America CorpBusiness Banking Sr. Relationship Manager - Tampa / St. Petersburg, FlTampa, FL$20–$50 / yearKey responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.Private Client Relationship Manager II - Tampa, FL The Toronto-Dominion BankPrivate Client Relationship Manager II - Tampa, FLTampa, FL$115,440–$173,160 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Ensures all NEW clients receive the complete onboarding experience, which includes; A thorough client discovery leading to a truly exceptional Private Client Experience, An introduction to the IA and TA as per client needs, and the completion of all requisite client profiling documents.Corporate Banking Relationship Manager Senior City National Bank of FloridaCorporate Banking Relationship Manager SeniorTampa, FLQualifications • 8-10 years of commercial lending experience • Formal credit training from a national or large regional bank preferred • Strong understanding of accounting, finance, and credit analysis • Proven ability to build and grow client relationships in a fast-paced environment • Excellent communication, presentation, and problem-solving skills • Proficiency in Microsoft Office and CRM tools • Bachelor's degree in Business or related field • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists.NewRelationship Manager-Tech, Media and Telecom- Payments - Vice President JPMorgan Chase & CoRelationship Manager-Tech, Media and Telecom- Payments - Vice PresidentTampa, FLOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As a Relationship Manager on the Merchant Services Technology, Media & Telecom team, you will own a portfolio of global large corporate clients, and partner closely with firmwide coverage teams to deliver coordinated client strategies.Business Banking Relationship Manager - Tampa / St. Petersburg, FL Bank of AmericaBusiness Banking Relationship Manager - Tampa / St. Petersburg, FLTampa, FloridaKey responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.Real Estate Relationship Manager-Senior City National Bank of FloridaReal Estate Relationship Manager-SeniorTampa, Floridali>If the loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk in the loan, current conditions in the financial markets, overall profitability of the loan and the current internal goals of the bank. Qualifications: More than 10 years of prior commercial real estate banking experience with thorough knowledge of conventional loan requirements and real estate law; capable of handling the most complex loans.Payments-Commercial Card-Senior Relationship Manager-Vice President JPMorgan Chase & CoPayments-Commercial Card-Senior Relationship Manager-Vice PresidentTampa, FLOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. In this highly visible, client‑facing role, you will build trusted, consultative relationships with senior client stakeholders while partnering closely with internal banking, treasury, product, sales, marketing, and service teams.Commercial Relationship Specialist Regions Financial CorpCommercial Relationship SpecialistTampa, FLJob Description: At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing.Relationship Management Senior Associate The Depository Trust & Clearing CorpRelationship Management Senior AssociateTampa, FLIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. The Impact you will have in this role: An Operational Client Relationship Manager (OCRM) role is to be a trusted strategic advisor to our clients, partnering to analyze their use of our products and services to provide more efficiency and value resulting in a greater client experience and revenue generation.Middle Market Portfolio Manager I South State BankMiddle Market Portfolio Manager ITampa, FLp>Position Overview The Middle Market Portfolio Manager I supports the Large Corporate and Middle Market loan and deposit portfolio of one or more Relationship Managers providing quality underwriting, sound portfolio management and superior client service. Analyzes financial information to evaluate the credit worthiness of new loan requests of Large Corporate Customers and Prospects, renewal loan requests and on-going Portfolio Servicing activities through thorough and accurate analyses within the parameters of the Banks policies and procedures.12Similar Job SearchesBusiness Development Manager JobsPartner Manager JobsCompliance Manager JobsTask Manager JobsPlanning Assistant JobsOperations Assistant JobsRelationship Manager JobsRelationship Manager JobsRelationship Manager JobsRelationship Manager Jobs
NewCommercial Relationship Manager Ameris BancorpCommercial Relationship ManagerTampa, FLThe position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client needs, customize solutions that will benefit the customer and meet loan, deposit, and service needs. Reviews loan applications, tax returns, income statements, bank statements and other relevant data to determine actual cash flow and perform ongoing credit grade determinations within policy guidelines.
Business Banking Sr. Relationship Manager - Greater Tampa Bay Bank of America CorpBusiness Banking Sr. Relationship Manager - Greater Tampa BayTampa, FLem> Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services, in order to design and deliver financial solutions to clients and prospects. Responsibilities Manages an extensive portfolio of complex clients and prospects with annual revenues of 20-50 million and helps companies save, borrow, and invest for their current and future needs.
Business Banking Sr. Relationship Manager - Tampa / St. Petersburg, Fl Bank of America CorpBusiness Banking Sr. Relationship Manager - Tampa / St. Petersburg, FlTampa, FL$20–$50 / yearKey responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Private Client Relationship Manager II - Tampa, FL The Toronto-Dominion BankPrivate Client Relationship Manager II - Tampa, FLTampa, FL$115,440–$173,160 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Ensures all NEW clients receive the complete onboarding experience, which includes; A thorough client discovery leading to a truly exceptional Private Client Experience, An introduction to the IA and TA as per client needs, and the completion of all requisite client profiling documents.
Corporate Banking Relationship Manager Senior City National Bank of FloridaCorporate Banking Relationship Manager SeniorTampa, FLQualifications • 8-10 years of commercial lending experience • Formal credit training from a national or large regional bank preferred • Strong understanding of accounting, finance, and credit analysis • Proven ability to build and grow client relationships in a fast-paced environment • Excellent communication, presentation, and problem-solving skills • Proficiency in Microsoft Office and CRM tools • Bachelor's degree in Business or related field • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists.
NewRelationship Manager-Tech, Media and Telecom- Payments - Vice President JPMorgan Chase & CoRelationship Manager-Tech, Media and Telecom- Payments - Vice PresidentTampa, FLOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As a Relationship Manager on the Merchant Services Technology, Media & Telecom team, you will own a portfolio of global large corporate clients, and partner closely with firmwide coverage teams to deliver coordinated client strategies.
Business Banking Relationship Manager - Tampa / St. Petersburg, FL Bank of AmericaBusiness Banking Relationship Manager - Tampa / St. Petersburg, FLTampa, FloridaKey responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Real Estate Relationship Manager-Senior City National Bank of FloridaReal Estate Relationship Manager-SeniorTampa, Floridali>If the loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk in the loan, current conditions in the financial markets, overall profitability of the loan and the current internal goals of the bank. Qualifications: More than 10 years of prior commercial real estate banking experience with thorough knowledge of conventional loan requirements and real estate law; capable of handling the most complex loans.
Payments-Commercial Card-Senior Relationship Manager-Vice President JPMorgan Chase & CoPayments-Commercial Card-Senior Relationship Manager-Vice PresidentTampa, FLOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. In this highly visible, client‑facing role, you will build trusted, consultative relationships with senior client stakeholders while partnering closely with internal banking, treasury, product, sales, marketing, and service teams.
Commercial Relationship Specialist Regions Financial CorpCommercial Relationship SpecialistTampa, FLJob Description: At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing.
Relationship Management Senior Associate The Depository Trust & Clearing CorpRelationship Management Senior AssociateTampa, FLIndustry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. The Impact you will have in this role: An Operational Client Relationship Manager (OCRM) role is to be a trusted strategic advisor to our clients, partnering to analyze their use of our products and services to provide more efficiency and value resulting in a greater client experience and revenue generation.
Middle Market Portfolio Manager I South State BankMiddle Market Portfolio Manager ITampa, FLp>Position Overview The Middle Market Portfolio Manager I supports the Large Corporate and Middle Market loan and deposit portfolio of one or more Relationship Managers providing quality underwriting, sound portfolio management and superior client service. Analyzes financial information to evaluate the credit worthiness of new loan requests of Large Corporate Customers and Prospects, renewal loan requests and on-going Portfolio Servicing activities through thorough and accurate analyses within the parameters of the Banks policies and procedures.