Top 6 Manager of treasury management Jobs in Venice, Fl

Commercial Relationship Manager
BayFirst National Bank —Sarasota, FL
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Assistant Controller
Signature One —Sarasota, FL
- $70,000 - $80,000 a year
- Full-time
- Microsoft Excel
- CPA
- Mid-level
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2d
Sr. Manager of Tax
First Watch Restaurants, Inc. —Bradenton, FL
- Full-time
- 7 years
- CPA
- Office
14d

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Commercial Relationship Manager

BayFirst National Bank -
Sarasota, FL

Quick Apply

Job Details

Full-time

Qualifications

Closing coordination
Debt covenant compliance
Business development management
Sales negotiation
Customer communication
Financial sales
Sales proposal development
Financial services customer support
Customer relationship building
Referral-based lead generation
Underwriting
Commercial loans
Credit risk assessment
Bachelor's degree in finance
Sales referrals
Sales needs analysis
Banking analysis in risk and credit
Promoting bank products
Mid-level
3 years
Bachelor's degree in business administration
Finance
Cross-selling
Proposal writing
Bachelor's degree
Financial report interpretation
Managing clients in a finance role
Client retention
Task prioritization
Decision making

Full Job Description

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve.

Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace.

Responsibilities include but are not limited to:

The Commercial Relationship Manager is responsible for developing and maintaining commercial client relationships while advancing portfolio growth and profitability. They provide a variety of commercial loan products and services based on the complexity of customers' needs. The Commercial Relationship Manager work closely with multiple BayFirst strategic partners to execute comprehensive commercial banking relationships, including deposit and treasury services.

Essential Duties and Responsibilities:

Manages commercial customer relationships by identifying financial needs, delivering solutions to meet those needs, and providing excellent customer service.
Develops new and existing deposit and credit customer relationships through networking, cross-selling opportunities, and referrals to and from business and personal product partners across BayFirst.
Collaborates with Branch Managers, Treasury Services, and Market Executives to cultivate full-service banking relationships with customers.
Achieves and exceeds established goals in loans, deposits, fee income, and referrals by leveraging strong customer relationships and proactive business development strategies.
Manages transaction processes from initial contact through close, including client needs assessment, proposal development, credit analysis, underwriting, and documentation.
Drives community presence through networking events, promotional activities, and strategic partnerships.
Maintains extensive knowledge of BayFirst’s financial products and services to provide tailored solutions that meet diverse client needs and drive long-term relationship growth.
Manages portfolio performance by requesting and reviewing annual financial statements and covenant ticklers; performing site visits; and monitoring loan quality, deposit growth, and fee income to ensure profitability and minimize risk.
Serves as the commercial banking expert for the regional market.

Qualifications:

Bachelor’s degree in finance, business administration, or a related field.
3-5 years’ experience in commercial lending.
Experience in commercial portfolio management preferred.
Strong knowledge of credit analysis/underwriting processes and procedures.
Excellent verbal and written communication skills with strong negotiation skills.
Demonstrates strong problem-solving and organizational skills.
Promotes a positive work environment.
Able to work in a fast-paced environment where changes to procedures are common.
Ability to communicate in a respectful and assertive manner.
Ability to multitask and prioritize responsibilities.
Able to work independently with minimal supervision.
Demonstrated ability to meet and exceed sales goals.
Proven decision-making ability.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Quick Apply

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manager of treasury management jobs in venice, fl

Commercial Relationship Manager

Assistant Controller

Sr. Manager of Tax

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