Commercial Relationship Associate - Lakewood Ranch Office

Bank of Tampa•Bradenton, FL

5d•Onsite

About The Position

At The Bank of Tampa, we differentiate our brand from large financial institutions through the meaningful relationships we build between our Bankers and our Clients. What truly sets our team apart is the personal value we bring—taking the time to understand each client’s individual financial goals and providing thoughtful guidance tailored to their needs. Our commitment shows in our professional, team‑oriented environment, where we support both personal and professional growth and take pride in recognizing our clients, knowing their names, and appreciating their individuality. Our Bankers play an essential role in representing The Bank of Tampa’s brand throughout our community. As a Commercial Relationship Associate, you help strengthen these relationships by learning our clients’ financial needs, supporting their day‑to‑day banking activities, and contributing to a positive client experience with every interaction. In this developing role, Commercial Relationship Associates build foundational expertise across key banking services—including credit, treasury services, and depository solutions—while gaining exposure to the consultative approach that defines our client relationships. Through hands‑on learning and collaboration with senior team members, Commercial Relationship Associates grow into trusted partners who help deliver value to our clients and support the long‑term success of our community.

Requirements

2+ years of experience in banking, financial services, or a related field
4-year Undergraduate Degree (e.g., BS or BA), preferably with a business or finance focus, or equivalent experience
Exposure to commercial, business, or retail banking
Basic understanding of credit principles and financial statements
Must possess a valid driver’s license, as local travel may be required (approximately 20-60% of the time)

Nice To Haves

Entry-level experience in credit analysis, lending, or financial services
Involvement in professional, academic, or community organizations (e.g., Chamber of Commerce events, networking groups)
Interest in developing sales, relationship management, and credit skills

Responsibilities

Participate in sales calls and client meetings in support of commercial banking to develop new business and help retain existing relationships
Assist in consulting with clients and prospective clients and provide recommendations for bank services under guidance of senior bankers
Support the needs of clients seeking business-related financial services, including assisting with credit analysis and recommendations within established guidelines
Gather and analyze information from potential clients regarding their business, financial needs, and creditworthiness to support lending decisions
Stay informed on market conditions and industry trends to support portfolio growth and client conversations
Participate in community banking efforts within an assigned Market or Office by helping to build referral relationships and engaging in local organizations
Communicate effectively in both formal and informal settings with team members, leadership, and clients
Assist in maintaining the credit quality of assigned loan portfolios