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The Bank of Tampa jobs - 37 jobs

  • Banking Support Manager - Operations

    Bank of Tampa 4.1company rating

    Bank of Tampa job in Tampa, FL

    The Banking Support Operations Manager oversees the daily operational performance of all banking offices, ensuring compliance with regulatory requirements, operational efficiency, strategic initiatives, and exceptional client experience. This role leads Service Assistant Managers and serves as a key resource for operational guidance, training, and best‑practice implementation. In addition, this individual partners with various leaders to implement policies, optimize workflows, and drive operational excellence across the organization. Primary Duties and Responsibilities Operational Excellence: Manage and monitor operational processes across banking offices, in conjunction with the Blachard Banking Center, to ensure accuracy, efficiency, and compliance. Implement and enforce policies, procedures, and internal controls to mitigate risk. Compliance & Risk Management: Ensure adherence to all federal, state, and internal banking regulations. Conduct audits and procedural reviews to identify gaps and implement efficiencies Proactively identify operational risks and implement mitigation strategies. Ensure adherence to all regulatory requirements and internal policies. Leadership & Support: Serves as the leader for the Service Assistant Manager of all banking offices Serves as a resource for operational issues, training, and best practices. Provide coaching and guidance to improve operational performance and client experience. Project support for the Operations Client Experience Manager Foster a culture of accountability, collaboration, and client-centric service Process Improvement: Analyze operational workflows and recommend enhancements to improve efficiency and reduce costs. Lead initiatives to standardize processes across branches. Client Experience: Partner with leadership to ensure seamless service delivery and resolution of escalated issues. Reporting & Metrics: Track and report operational performance metrics to senior leadership. Prepare documentation for audits and compliance reviews. Strategic Leadership: Develop and execute operational strategies that support organizational goals and enhance office performance. Collaborate with senior leadership for implementation of strategic direction and managing the planning, development, and leadership implementation of resources and initiatives for Service Assistant Managers, Banking Representatives, Client Banking Specialists, and Banking Support Specialists Performance Optimization: Monitor key performance indicators (KPIs) for branches and develop action plans to address gaps. Drive continuous improvement through data analysis and feedback loops. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Qualifications Experience & Education: Minimum 5 years of supervisory experience in banking operations, preferably overseeing multiple locations. Bachelor's degree in business, finance, or a related field, or equivalent experience. Banking & Regulatory Expertise: Strong knowledge of bank policies, operational processes, systems, and regulatory requirements. Proficiency in teller operations, new accounts, account maintenance, identification procedures, and audit protocols. High ethical standards and commitment to compliance. Leadership & Collaboration: Proven ability to lead teams, build strong relationships, and foster collaboration across departments. Skilled in coaching, influencing, and motivating staff to achieve performance goals. Ability to support organizational change and drive continuous improvement. Analytical & Problem‑Solving Skills: Strong analytical abilities with experience interpreting data and turning insights into action. Effective at identifying issues, determining root causes, and implementing solutions using sound judgment. Resourceful and adaptable when managing shifting priorities or new challenges. Communication & Interpersonal Skills: Excellent verbal and written communication skills, including active listening, professionalism, and persuasive ability. Strong customer service orientation with the ability to support both internal and external clients. Organization & Technical Skills: Exceptional time‑management and organizational skills with the ability to prioritize multiple tasks. High attention to detail and accuracy. Proficiency in Microsoft Office Suite. Other Requirements: Ability to work independently and as part of a team. Ability to travel up to 30% across the enterprise. Valid driver's license required. 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 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 E-VERIFY EMPLOYER
    $54k-84k yearly est. 2d ago
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  • Wealth Advisor - Sarasota & Manatee Markets

    Bankoftampa 4.1company rating

    Bankoftampa job in Sarasota, FL

    This Wealth Advisor position will play a crucial role in guiding our clients in the Sarasota and Manatee Markets, with the Sarasota Office serving as the homebase location. It is the goal of the Wealth Advisor to enhance the profitability and value of the Bank and BT Wealth Advisors by providing sound financial advice and counsel consistent with the client's goals and risk tolerance, and to meet organizational revenue targets. The Wealth Advisor enhances and leverages strong client relationships building skills in connection with the provision of financial planning and investment advice to clients while meeting personal, professional, and organizational revenue goals. Wealth Advisors are responsible for finding new clients, building relationships and collaborating with peers and key stakeholders, creating investment plans and recommending investments for individuals, business and non-profit organizations and others. Primary Duties and Responsibilities Client Relationship Management Serve as the trusted advisor for high net worth and ultra-high net worth clients - delivering personalized, relationship-based wealth management services Build deep, lasting client relationships by providing proactive guidance and frequent touchpoints tailored to the client's unique financial goals, values and family dynamics Conduct regular reviews of financial plans and investment portfolios to ensure alignment with clients' evolving needs, risk tolerance and market conditions Comprehensive Financial Planning Develop and present customized financial plans encompassing retirement, tax efficiency, estate planning, cash flow management, business succession and charitable gifting Integrate the bank's full range of services - including lending, deposit and trust solutions Provide clear and confident communication around financial planning assumptions, portfolio allocations, and long-term wealth-building strategies Investment Advisory & Market Expertise Guide clients through asset allocation and investment decisions in coordination with the bank's Portfolio Manager Stay informed on market trends, interest rates and economic data to provide context and advice during periods of volatility or opportunity Review investment performance with clients, identifying opportunities for portfolio rebalancing and tax-efficient strategies Trust & Estate Planning Collaboration Recognize client needs and opportunities where Trust Services are appropriate and coordinate with the Bank's Trust department Educate clients on the value of using the Bank as a corporate trustee, particularly in complex estate planning scenarios Center of Influence (COI) Development & Community Engagement Develop and maintain strong relationships with internal partners and external COIs (estate attorneys, CPAs, local business leaders) Generate referrals through active participation in community events, philanthropic initiatives and professional networking groups Acts as a cultural ambassador - representing the bank's values in all interactions with clients, prospects and community stakeholders This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications 5+ years' experience in a financial services environment. Proficient in Microsoft Office suite, and financial application software. 4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus. Certified Financial Planner (CFP) Certification Series 7 licensing Series 66 licensing Working knowledge of Trust/Estate Planning Knowledge of Codes of Conduct, securities laws and regulations Local travel required 20-60% Must possess a valid driver's license Preferred Qualifications Full insurance licensing 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 E-VERIFY EMPLOYER
    $57k-95k yearly est. Auto-Apply 13d ago
  • LEGAL COUNSEL MANAGER - WATERFORD

    First Bank 4.6company rating

    Miami, FL job

    The VP Legal Counsel is responsible for all legal activities within the Bank's Florida Region, overseeing the legal team and ensuring the region's operations comply with applicable laws and regulations. This role provides strategic legal counsel to management and all business, operational, and administrative units in the region. The VP Legal Counsel supports the Corporation's Legal Department, as it relates to the region, on vendor contract negotiation, major transactions, litigation, and regulatory matters, keeping management informed of relevant legal developments. Essential Responsibilities: Lead and manage all legal matters for the Bank's Florida operations, including research and interpretation of local and federal banking laws. Advise management and department heads on legal risks, policy formulation, and compliance issues. Conduct comprehensive legal research on specialized topics, including statutes, regulations, case law, and legal periodicals. Provide legal counsel on employment, compensation, benefits, training, communications, and other operational matters. Support internal investigations as needed. Advise Credit Officers on corporate and commercial financing agreements and amendments. Oversee residential and commercial loan closings, including drafting and negotiating loan documents. Review, draft, and negotiate contracts and agreements with vendors, partners, and clients, ensuring legal compliance. Manage relationships with external counsel and other legal service providers. Represent the Bank in real estate transactions, legislative and regulatory hearings, and related matters. Assist in litigation and coordinate with regulatory and independent auditors and examiners. Review and approve documentation for billings, probate claims, title disputes, and other legal issues. Support the Subpoenas & Legal Requirements Unit for matters served by law enforcement, government agencies, and courts. Respond to levies, writs of garnishment, and subpoenas. Oversee foreclosure litigation, including review of accounts recommended for foreclosure. Negotiate agreements for the sale of OREO property. Contribute to drafting and updating policies and procedures for the Corporation in the region. Assist in departmental budgeting and management. Prepare and deliver training sessions for internal clients. Represent the Bank in business, government, and community activities. Independence of Judgment: The degree of judgment is related to the identification and definition of new problems of moderate complexity and recommendation of action or decision on specialized and complex subjects of impact for important functions of the Corporation. Impact Errors: The impact of errors of this position could affect other department activities, as well as the Corporation's reputation with government entities, regulatory agencies, and the community in general. It could also affect material activities for the Bank, either from other divisions or departments, or within. Competencies: Computer proficiency Fully Bilingual - Write, speak and comprehend English and Spanish Strong Analytical Skills Interpersonal communication skills Initiative: Striving for Excellence Teamwork and Diversity Negotiation skills Problem solving capabilities Good Analytical abilities General Banking and Business Knowledge Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this position include close and distance vision. While performing the duties successfully, the employee is regularly required to sit; use hands, handle or feel, talk and hear. The employee is occasionally required to stand and walk. Able to handle pressure and juggle multiple priorities. Education/Experience: Juris Doctor (JD) from an accredited law school. Minimum of 10 years of progressively responsible legal experience representing financial institutions. Familiar with banking law, employment law and litigation concepts, practices and procedures. Proven leadership and team management skills. Flexible work schedule Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure. EQUALEMPLOYMENT OPPORTUNITY EMPLOYER EQUALEMPLOYMENT OPPORTUNITY EMPLOYER #J-18808-Ljbffr
    $50k-87k yearly est. 4d ago
  • Bilingual (Eng/Spanish) Contact Center Agent - Part Time

    Tampa Bay Federal Credit Union 3.6company rating

    Tampa, FL job

    As a part time Bilingual Contact Center Agent, you will perform duties in a call center environment by providing professional customer support to our members and potential members via incoming/outgoing calls, fax, email, and written correspondence. Support a sales and service environment in conjunction with the Credit Unions values and goals. Perform a variety of Call Center customer support tasks that contributes to an efficient operation and growth of TBFCU business goals. A Contact Center Agent provides quality customer service & support to members and assures confidentiality and privacy of member data. Part Time Contact Center Agent Job Responsibilities: Handles a high volume of inbound and outbound calls Assist members with a variety of transactions by telephone, fax, email and text that include, but are not limited to processing loan payments, transfers, access to online banking, research and account maintenance Refers product and service information to members in helpful, professional manner in an effort to deepen member relationships and achieving their financial goals Have in-depth knowledge and understanding of products and services provided by the Credit Union and affiliates to ensure accurate information is being provided to members Ensure member and customer satisfaction by being patient and offering a pleasant interaction at all times, while trying to meet or exceed expectations Maintains awareness of calls waiting Exercise some independent judgment Part Time Contact Center Agent Experience: Six months to two years of similar or related experience in customer service, including time spent in preparatory positions Call center experience preferred Customer service experience preferred Bilingual required (English/Spanish) Part Time Contact Center Agent Education: High School education or GED required Some college preferred Part Time Contact Center Agent Schedule : Monday, Wednesday, Friday and Saturday
    $27k-33k yearly est. Auto-Apply 60d+ ago
  • Bilingual (Eng. & Sp.) ITM Agent (Virtual Teller)

    Tampa Bay Federal Credit Union 3.6company rating

    Tampa, FL job

    As a Bilingual (English & Spanish) ITM Agent you will perform duties in a call center environment by providing professional customer support assistance to members and potential members via interactive teller services. Support a Sales and Service environment in conjunction with the Credit Unions values and goals. Provide value by offering solutions and referrals. Perform a variety of interactive teller services that contributes to an efficient operation and growth of TBFCU business goals. An ITM Agent provides quality customer service and support to members and ensure confidentiality and privacy of member data to compliance standards. Compliance (procedures, policies, regulations, loss prevention). ITM Agent Job Responsibilities: Process a variety of interactive teller transactions that include, but are not limited to payments, withdrawals, deposits, transfers, account inquiries and account maintenance Refers products and services to members in a helpful, professional manner in an effort to deepen member relationships and achieve their financial goals Applies thorough knowledge of computer operations/ITM operations when processing transactions (on and offline) with speed, accuracy and attention to detail Ensure member and customer satisfaction by trying to meet or exceed expectations Deliver an exceptional customer service experience and develop quality member relationships Exercise some independent judgement ITM Agent Experience: Six months to two years of similar or related experience in customer service, including time spent in preparatory positions Bilingual (English/Spanish) required ITM Agent Education: High School education or GED required ITM Agent Schedules Available: Monday through Friday (9am - 6pm) and Saturdays as needed (9am - 1pm) Great Benefits Package!!
    $26k-33k yearly est. Auto-Apply 4d ago
  • Bilingual (Eng./Sp.) Assistant Branch Manager

    Tampa Bay Federal Credit Union 3.6company rating

    Tampa, FL job

    As a Bilingual Sales & Service Assistant Manager you role is responsible for Member Satisfaction (Branch operations, referral management, front desk facilitation, process improvement); Team Development (leadership, growth, coaching); Organizational Image (maintenance, equipment, supplies, associate image and ownership); Compliance (procedures, policies, associate education, government regulations, loss prevention); Trends (transaction volume, staffing, productivity) Bilingual Sales and Service Assistant Manager Job Responsibilities: Make independent decisions in the best interest of the member and credit union to ensure member satisfaction Provides product and service information to members in a helpful, professional manner Limits losses through associate education and monitoring adherence to established operating and security policies/procedures Responsible for branch compliance self-assessments - compliance guidelines and government regulations Prepares a branch schedule that is conducive to member needs and actively monitors trends with transactions and/or branch volume to adjust scheduling as needed Assists with new hire, operation and procedural training Communicates branch stats, audits, productivity and goals on an ongoing basis Facilitates meetings and trainings to achieve branch goals Accountable for keys and combos being evenly distributed and documented to branch staff Responsible for maintaining and testing the branch alarm system Works with Digital Services to ensure branch ATM's/ITM's are fully operational for members Uses experience to provide associate support (educations, performance reviews, member concerns, etc.) through leadership, coaching, feedback, development, recognition and encouragement Performs dialogues, review of goals, and assessments with branch staff Bilingual Sales and Service Assistant Manager Experience: Two to Five years of similar or related experience, including time spent in preparatory positions Bilingual (English & Spanish) required Bilingual Sales and Service Assistant Manager Education: Two year degree preferred Certification and two years related operations experience or 4 years financial Operations experience. Strong sales, service, and leadership skills Bilingual Sales and Service Assistant Manager Schedule: Monday through Friday Great Benefits Package!
    $47k-61k yearly est. Auto-Apply 10d ago
  • Sr. Business Analyst

    Bankoftampa 4.1company rating

    Bankoftampa job in Tampa, FL

    The Sr. Business Analyst is a key Enterprise-wide strategic partner who thrives on curiosity and is dedicated to deeply understanding every facet of the business operations, engaging stakeholders of all levels, across the organization. This role leverages advanced analytical skills and industry recognized tools and methodology to elicit, validate, and optimize business needs ensuring continuous improvement and operational excellence across the organization. The Sr. Business Analyst critically evaluates processes and workflows, technology and human elements to gather requirements to support critical initiatives and drive successful implementation and positive change at the bank. This role also includes project management/coordination responsibilities for small projects, without a dedicated project manager. Primary Duties and Responsibilities Business Analysis Proactively investigates and explores business processes, asking “why” and “how” to uncover hidden needs and opportunities. Engages stakeholders through interviews, workshops, and observations to gain a comprehensive understanding of current practices. Researches, reviews, and analyses the effectiveness and efficiency of existing requirements. Conducts user requirement gathering through workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, scenarios, and other approaches. Defines the scope and parameters of requirements analysis, establishing project impacts, outcome criteria, and metrics. Ensures requirements are complete, consistent, understandable, feasible, and aligned with standards. Collaborates with stakeholders and project teams to prioritize gathered requirements and support backlog and feature prioritization. Converts abstract user requirements into detailed, functional specifications easily understood by the team. Creates process models, detailed specifications, diagrams, and visual tools to effectively guide project implementation. Partners with subject matter experts to transform user needs into practical solutions and communicates these options to business stakeholders for alignment and decision-making. Oversees and updates requirements throughout the project lifecycle, adjusting as necessary to ensure they align with business and project objectives. Communicates enhancements and changes to business requirements-verbally, in writing, and through peer reviews-to project managers, sponsors, and stakeholders, ensuring everyone understands issues and proposed solutions. Assists with the research and assessment of software and hardware options and helps in selecting suitable solutions. Designs and executes rigorous testing plans to validate that solutions meet business needs and deliver intended improvement. Facilitates user acceptance testing, gathering feedback from diverse stakeholders to ensure solutions are user-friendly and effective. Analyzes test results, identifies defects, and works with technical teams to resolve issues. Documents testing outcomes and lessons learned for continuous improvement. Conducts thorough end-to-end analysis of processes, mapping workflows and identifying pain points that impact technology, people, and outcomes. Applies critical thinking to challenge assumptions and propose innovative solutions that address root causes-not just symptoms. Leads cross-functional teams in redesigning processes, ensuring improvements are practical, sustainable, and enhance both efficiency and employee experience Leads process mapping and redesign initiatives using Lean, Six Sigma, or similar methodologies. Fosters a culture of continuous improvement by sharing best practices and facilitating knowledge share. Project Management/Project Coordination Collaborates with project sponsors to determine project scope and vision. Collaborates with PMO leadership, Executive sponsors and project team to develop and secure approval for project plans with clearly defined objectives and outcomes. Leads all phases of the project life cycle - from kick off and discovery through requirements gathering, scope validation, execution, change management and successful delivery. Oversees and evaluates the performance of cross functional teams throughout the project life cycles, including planning, scheduling, vendor coordination, and leveraging escalation channels to address issues and maintain momentum. Facilitates regular project meetings with core team members to monitor progress, manage interdependencies, and escalate risks to project teams, PMO Leadership, executive sponsors for timely resolution. Coordinates meeting logistics, identifies key stakeholders, tracks action items and ensures timely completion of follow-up tasks. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Attributes for Success Demonstrated experience in process improvement, utilizing lean, six Sigma, and other methodologies to deliver transformative results. Demonstrated ability to digest and understand the business drivers and goals behind desired stakeholder needs. Proven experience with business and technical requirements analysis, elicitation, verification, and methodology development for large complex initiatives Proven Experience translating requirements into user stories, defining acceptance and testing criteria. Strong analytical and problem-solving skills with the ability to translate complex data into clear, actionable recommendation for stakeholder at all levels. Intermediate or higher proficiency in analytical tools and techniques, including data visualization, statistical analysis, and business process modelling. Advanced proficiency in mapping future state and current state processes, partnering with technical and non- technical individuals to define experience in both technical and user-friendly language. Minimum Qualifications 4-year Undergraduate Degree in the field of business administration, computer science, finance, or information systems 3+ years of related work experience Formal training or certification in Business Analysis and or process improvement. Experience with testing methodologies and tools. Experience driving process improvement Preferred Qualifications Experience in the financial industry Lean/Six Sigma/Quality Management certifications or experience Advance certification in Business Analysis (e.g. CBAP, PMI-PBA) and/ or process improvement. Certified associate in project management (CAPM)) 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 E-VERIFY EMPLOYER
    $77k-95k yearly est. Auto-Apply 13d ago
  • Funding Specialist

    Tampa Bay Federal Credit Union 3.6company rating

    Tampa, FL job

    As the Funding Specialist, you will be directly responsible for the administrative work to support central lending functions. Funding Specialist Job Responsibilities: Perform any and all administrative processes as assigned in relation to Loan Funding through reviewing loan documents to ensure accuracy, loan package maintenance, and loan funding from any of our consumer lending pipelines Generates monthly reports of lending maintenance and production Retains regular communication with loan lead vendor Consistently meets individual sales goals and maintains accurate daily record Handle inbound/outbound calling in relation to anything that supports our sales and service culture, with focus on direct loan fundings and/or credit card functions Funding Specialist Experience: Two to five years of similar or related experience, including time spent in preparatory positions One or more years' experience of sales in a high volume fast, paced environment Bilingual preferred Funding Specialist Education: A college degree preferred Funding Specialist Schedule: Tuesday through Saturday Great Benefits Package!
    $40k-52k yearly est. Auto-Apply 10d ago
  • Treasury Services Support Specialist

    Bankoftampa 4.1company rating

    Bankoftampa job in Tampa, FL

    The Treasury Services department provides specialized operational support for large and/or complex commercial deposit relationships throughout the Bank. The Treasury Services Support Specialist is responsible for supporting the implementation and onboarding of new Treasury Management clients. This includes coordinating and preparing documentation, assisting with product setup, and delivering client training to ensure a smooth transition. After onboarding, this role continues to provide dedicated support, addressing complex questions and troubleshooting issues to ensure ongoing client satisfaction and optimal use of Treasury Management products and services. Primary Responsibilities 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. Provides telephone support for Treasury Management clients. Establishes and maintains a thorough knowledge of client-facing applications such as Business Online Banking, ACH Origination, Wires, Remote Deposit Capture, Positive Pay, EZ business, Escrow Pro and Lockbox services Provides clients with conversion-related support during vendor changes and product upgrades, including proactive outreach during large-scale conversion efforts to ensure a smooth transition and effective communication. Prepares documentation for both new and existing Treasury clients, ensuring all required forms are completed accurately for Business Online Banking, User Setups, and Treasury Management Products. Partners with the Treasury Sales team to onboard new clients, managing the documentation, system setup, and client training process, while also providing continued support after implementation is complete. Reaches out to various departments such as Deposit Operations, Client Solutions, IT and FIU, as needed, for troubleshooting issues. Assists with Client Service Center as needed. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications 1 year of experience in Treasury Management, Operations or related banking field, or 2-year degree preferably with a business or finance focus or equivalent combination of education/experience Must be able to learn and maintain in-depth knowledge on all applicable services, products and applications Strong interpersonal communication skills, both verbal and written Proficient in Microsoft Office Suite Preferred Qualifications Working knowledge of Treasury Management products and services Accredited ACH Professional (AAP) certification and/or Certified Treasury Professional (CTP) certification Experience with Fiserv Premier software systems Prior client phone service experience 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 E-VERIFY EMPLOYER
    $25k-33k yearly est. Auto-Apply 24d ago
  • Banking Representative

    Bankoftampa 4.1company rating

    Bankoftampa job in Tampa, FL

    It is the goal of our Banking Representatives to provide quality exceptional service to our clients and prospective clients while operating a paying and receiving client window, balancing individual cash drawers and performing a variety of transactions including deposits, cash checks, payments, CTR preparation and client inquiries. Primary Duties and Responsibilities Provide outstanding client experience by maintaining a friendly, proactive attitude and a genuine willingness to assist at all times. Serve as a positive ambassador for the bank, ensuring every interaction-internal or external-is professional, supportive, and aligned with our values. Initiate meaningful conversations to understand client goals and confidently refer clients to appropriate partners for products and services that meet their needs, supporting both personal and bank objectives. Develop rapport with clients by greeting them by name, understanding account details, responding promptly to inquiries, resolving issues efficiently, and demonstrating care in every interaction. Maintain precise balancing of cash drawers in accordance with policy, promptly identify and correct discrepancies, and seek assistance for complex issues when necessary. Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, change orders, official checks, settlement checks, and foreign currency exchanges. Apply knowledge of bank policies and procedures and take ownership of staying current with updates and changes. Continuously build skills through formal training and development opportunities while maintaining a strong understanding of the bank's products and services. Seek additional support when needed to enhance expertise. Deliver clear, concise, and professional communication-both written and verbal-appropriate for a business environment. Work as a supportive team member, fostering positive interactions with colleagues and management. Uphold trust by safeguarding all client information and maintaining strict confidentiality. Assist in onboarding, coaching, and mentoring new banking representatives to ensure their success. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications High school diploma/GED 1 year of customer service experience in a financial institution or retail environment. Preferred Qualifications Experience delivering high levels of customer service and working with clients on a daily basis. Cash handling experience Experience working with Fiserv suite of systems. 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 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 E-VERIFY EMPLOYER
    $36k-41k yearly est. Auto-Apply 3d ago
  • Personal Banker

    Tampa Bay Federal Credit Union 3.6company rating

    Tampa, FL job

    As a Personal Banker, you play a pivotal role in delivering superior member service and helping members achieve their financial goals. You will be responsible for building and maintaining relationships with members, understanding their financial goals, and recommending appropriate credit union products and services. Personal Banker Job Responsibilities: Sales and Revenue Generation Drive sales and revenue growth by proactively identifying opportunities to cross-sell and upsell credit union products and services Meet or exceed sales goals while maintaining a high level of member satisfaction Build rapport and trust with members through personalized interactions and proactive outreach efforts Maintain regular communication with members to provide updates on their accounts, relevant promotions, and educational resources Collaborate with team members and participate in promotional campaigns and sales initiatives such as marketing call lists and community events to maximize business opportunities Member Relationship Management Develop and nurture strong relationships with members by providing exceptional service and personalized financial advice Proactively engage with members to understand their financial objectives, lifestyle, and preferences Serve as primary point of contact for member inquires, concerns, and transactional needs Tailor communication style and messaging to resonate with diverse member demographics and preferences Financial Consultation Conduct thorough interviews with members to understand their financial goals, preferences, and current banking needs identifying their short and long-term financial goals Utilize effective questioning techniques to uncover underlying financial needs and opportunities for improvement Recommend credit union products and services that align with members' needs, including checking accounts, savings accounts, loans, and investment options Educate members on various financial products, services, and digital credit union platforms to enhance their financial literacy and empower informed decision-making Risk Management and Compliance Adhere to all regulatory requirements, credit union policies, and procedures to ensure compliance and mitigate risks Conduct thorough due diligence and verification processes for account openings, transactions, and documentation Personal Banker Experience: Two to Five years of similar or related experience, including time spent in preparatory positions Demonstrated aptitude and desire for sales environment Bilingual (English/Spanish) Preferred Personal Banker Skills: Previous experience in banking, financial services, or customer-facing roles is advantageous Strong interpersonal skills with ability to build rapport and trust with members Excellent communication skills, both verbal and written Demonstrated sales acumen and results-driven mindset Detail-oriented with focus on accuracy and compliance Ability to work effectively in a fast-paced, dynamic environment t and adapt to changing priorities Ability to travel to various locations, if applicable Personal Banker Work Schedule: Monday through Friday Great Benefits Package!
    $31k-39k yearly est. Auto-Apply 7d ago
  • Payables & Business Card Product Manager

    UMB Bank 4.6company rating

    Tallahassee, FL job

    The **Commercial Card Product Group** manages payment solutions for the Bank's clients, including small businesses and corporations. As the **Payables & Business Card** **Product Manager,** you will be a thought leader around the execution to expand and develop strategy to support UMB's Payables and Business Banking card solutions. Your primary focus will be Integrated Payables solutions for all segments under Commercial Banking with input from stakeholders and cross-functional teams. You will also engage with Supplier Enablement networks and analysis to increase customer spending for the Payables program, conduct market research and competitive analysis, define product features and functionality, and many other critical activities. This is a subset of the overall responsibilities which involves other multiple initiatives as assigned by Bank Product leadership. **This role is hybrid (Mon thru Thu on-site / Fri remote) for candidates in the Kansas City metropolitan area and open to qualified remote candidates outside of the Kansas City area but only within the US.** **_How you'll spend your time:_** + Create product roadmaps for assigned product suite using industry trends, market research, Voice of Client feedback, and input from key stakeholders. + Prioritize initiatives to ensure that overall company objectives and goals are achieved. + Assist in developing Functional Requirements/Vision Documents that define product enhancements and development initiatives. + Manage the development of prototypes illustrating specific product enhancements and development initiatives. + Assess clients' and prospects' needs, technology trends, and major competitors in order to synthesize product requirements while utilizing market / client / industry research and analysis to develop and maintain a long-range product roadmap. + Assist in developing comprehensive business cases, including financial impact, for adding new products or changing existing products. + Engage with internal departments (sales, operations, legal, implementation and compliance) to deliver new functionality, enhancements, and capabilities and to ensure that all product features and functionality meet company and regulatory standards. + Partner with product marketing and sales enablement to ensure market success for product launches and enhancements. + Engage with all internal and external product documentation is current. + Assist with Concept, Vision, and requirements definition documents, and sales and marketing tools. + Manage timelines and responsibilities for internal and external resources to launch products on time and within budget. + Engage in Supplier Enablement to increase customer spend by an outreach campaign based on vendor lists obtained from customers. + Educate and train (when applicable) other departments and teams on value/benefits of new and existing product. **_We're excited to talk if have:_** + An undergraduate degree in a related field and 7+ years of full lifecycle product development experience **OR** any combination of education and experience that would provide an equivalent background. + In-depth experience with product marketing or project management including product launches. + Experience with TSYS. + Supplier enablement experience. + Experience and understanding of Integrated Payables and Business Card product use cases and back-end functionality. + You are goal-oriented with ability to not only conceptualize products but also manage and optimize them throughout their lifecycle. **Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position.** Deadline to Apply: March 12, 2026 **Compensation Range:** $83,200.00 - $178,800.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $83.2k-178.8k yearly 9d ago
  • Commercial Relationship Specialist

    Bankoftampa 4.1company rating

    Bankoftampa job in Tampa, FL

    Our Commercial Relationship Specialists bring a solutions-oriented perspective to client and prospect interactions, embrace accountability for their own goals, and create value for our clients during each interaction. Commercial Relationship Specialists are critical members of a Relationship Management team which also includes Private Relationship Managers, Commercial Relationship Managers, a Market Director and a Portfolio Manager. The Commercial Relationship Specialist provides sales support, client relationship management support, and enjoys interacting with clients and prospects while assisting Relationship Managers in maintaining a loan portfolio. They are comfortable with the role and image of a professional and have knowledge in all banking services including credit, treasury services, and depository services. 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 to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction. Offers extensive knowledge of both commercial and consumer banking services. Provides direct assistance to clients with respect to existing or new product/service requests. Assists clients with business and personal accounts or partners with appropriate bank representatives for services needed. Proactively participates in the community banking efforts within an assigned Market by identifying revenue opportunities, assisting with client/prospect research, and participating in pre-call planning and post- call debriefs to ensure all commitments are followed through to completion. Uses knowledge and technical skills to service clients while expanding and deepening relationships by proactively suggesting beneficial products and services. Follows procedures and quality control practices per the Commercial Credit Process or as otherwise established by the Director of Lending Operations. Assists Relationship Managers in collecting financial information required by policy from prospects and clients for new loan requests, renewals and annual reviews. Assists Commercial Relationship Managers in the loan closing process after the loan request is made. Responsible for completing certain steps in Abrigo, our Loan Origination System. Reviews supporting documents for completeness per policy requirements and ensures compliance with naming conventions and quality standards prior to submission to Portfolio Managers and/or the Credit Department. Understands and reviews all necessary loan documents for accuracy, prior to closing. Follows up on loan files for specified documents and clear up any / all loan exceptions. Proactively manages financial statement ticklers via Abrigo to ensure required updated client information is received in a timely manner to comply with loan terms and/or the annual review process. Demonstrates understanding of credit quality maintenance of a loan portfolio. Communicates with impact and enthusiasm in formal and informal settings. Audiences may include clients, prospects, corporate leadership, project leadership, and loan committee. Flexibly applies rules or procedures, while remaining guided by the organization's values. Assists clients with special requests or problem inquiries and seeks others to assist as needed. Contributes to a supportive learning environment by sharing knowledge. Demonstrates the ability to draw logical conclusions based on in-depth analysis of information and can recognize causes and consequences of actions and events that are not readily apparent. Demonstrates the ability to maintain continuous, open and consistent communication with staff and clients. Ability to use current software (ex: CRM, Business Process Manager, Navigator, Abrigo, Relationship Profitability Manager, WireXchange) and information technology to accomplish objectives. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications 3 years of Banking Experience High school diploma/GED Proficient with Microsoft Office Suite Must possess a valid driver's license. Must be able to apply for and receive notary license in order to assist with loan closings/client requests. Preferred Qualifications 4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus Experience with all aspects of the commercial loan closing process Experience with both consumer and commercial banking services Experience working with Treasury Services products 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 E-VERIFY EMPLOYER
    $33k-54k yearly est. Auto-Apply 21d ago
  • Lead, Card Network & Processors (Card Operations) - Remote

    UMB Bank 4.6company rating

    Remote or Tallahassee, FL job

    **Duties and Responsibilities:** **NETWORK MANAGEMENT** - Serve as the primary operational point of contact for Visa, Mastercard, Pulse, Interlink, and any additional card networks. - Monitor and interpret network operating rules, mandates, releases, and new requirements; assist operations with requirements for implementation or compliance - Manage network certifications, test cycles, and compliance timelines. - Manage escalations related to Network issues, outages, or defects. **PROCESSOR MANAGEMENT** - Participate in the management of relationships with card processors including TSYS, FIS, Fiserv, EML, and others. - Partner with processors to ensure successful network setup of card products, feature enhancements, fraud tools, and digital services. **BIN & BIN RANGE GOVERNANCE** - Own lifecycle management of all BINs and BIN ranges across product lines. - Maintain the master BIN inventory including ownership, usage, tokenization eligibility, routing, and digital wallet enablement. - Submit and manage network requests for BIN expansions, tokenization mapping, 3DS setup, routing changes, and portfolio migrations. - Monitor and help manage BIN setup within processors, networks, risk tools, and internal systems. **TOKENIZATION & DIGITAL WALLETS** - Oversee token BIN mapping, eligibility, and routing. - Monitor and report network performance, i.e. decline trends, and provisioning issues. **OPERATIONAL CONTROLS** - Ensure changes follow internal control standards and validation steps. - Maintain documentation, workflows, and operational process maps. - Support audits and regulatory exams. **PROJECT & PORTFOLIO COORDINATION** - Lead network and processor initiatives including new products, migrations, certifications, and updates. - Partner cross-functionally with internal departments. - Monitor milestones and produce KPI reporting. **VENDOR RELATIONSHIP MANAGEMENT** - Maintain strong relationships with networks and processors. - Participate in business reviews and roadmap planning. - Ensure network compliance with service expectations. **Knowledge and Skills:** - Strong attention to detail - Strategic thinker - Ability to manage multiple complex streams - Collaboration and relationship management - High accountability and ownership **Requirements:** - 7+ years card issuing, card operations, or network/processor experience. - In-depth knowledge of Visa, Mastercard, Pulse, Interlink, and other network rules. - Experience with TSYS, FIS, Fiserv, EML, or similar processors. - Strong understanding of BIN management, tokenization, and digital wallets. - Knowledge of operational risk, change management, and issue management. - Strong communication, analytical, and problem-solving skills. **PREFERRED** - Experience in network program management or processor migrations. - Experience with 3DS, EMV, fraud tools, and routing. - Project leadership experience. **Work environment: Typical Office environment** Deadline to Apply: March 12, 2026 **Compensation Range:** $69,230.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $69.2k-149k yearly 9d ago
  • Fraud Data Scientist

    UMB Bank 4.6company rating

    Tallahassee, FL job

    The **Enterprise** **Fraud Strategy** group provides bank-wide support for detecting, preventing, and investigating fraudulent activity across multi-channel payment systems. The **Fraud Data Scientist** reports directly to the Manager, Fraud Reporting & Analytics, supporting business reporting and analytical needs for fraud initiatives. The **Fraud Data Scientist** works as a member of a reporting and analytics team and utilizes tools for conducting analytics for managing fraud strategies, as well as creating reports consumed by LOB (lines of business) senior executives. This is a subset of the overall responsibilities which involves other multiple initiatives as assigned by Bank Operations leadership. **This role is hybrid (Mon through Thu on-site / Fri remote) for candidates in the Kansas City metropolitan area and open to qualified remote candidates outside of the Kansas City area but only within the US.** **_How you'll spend your time:_** + Work closely across the organization to develop and implement statistical analysis, artificial intelligence, machine learning processes and algorithms, and deep learning for fraud modeling. + Use dynamic techniques like Machine Learning to gain insights about the future. + Answer the "What will happen, and What should be done?" questions. + Gather business detail from peers and internal customers to adapt/enhance models. + Routinely measure model performance and implement modifications as needed. **_We're excited to talk if you have:_** + Master's Degree in Computer Science, Math, Economics, Statistics, or another quantitative field and 2+ years of unsupervised data modeling and segmentation experience **OR** any combination of education and experience that would provide an equivalent background. + Proven expert level foundation of math, statistics, and programming. + Demonstrated hands-on working knowledge of R or Python, Snowflake, SQL Server or similar database management tool and visualization tools such as Tableau or Power BI. + Superior critical thinking skills. + Strong proficiency in statistical algorithm development and evaluation. + Proficiency in advanced statistics, hyperparameter tuning, A/B Testing, predictive modeling, recommendation systems, propensity scoring, natural language processing, clustering, customer segmentation, data acquisition, mining structured and unstructured data, designing tools, automation systems, and data frameworks. **_Bonus Points if you have:_** + Banking or financial services industry experience. + Fraud reporting or analytics experience. **Applicants must have legal authority to work in the United States. Work Visa sponsorship not available for this position.** Deadline to Apply: March 8, 2026 **Compensation Range:** $69,230.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $69.2k-149k yearly 2d ago
  • Florida Banking Legal Counsel & Strategy Lead

    First Bank 4.6company rating

    Miami, FL job

    A financial institution in Miami is seeking an experienced VP Legal Counsel to oversee legal activities across the Florida region. The successful candidate will manage legal risks and provide strategic counsel to the bank's management and teams on various legal matters, ensuring compliance with applicable laws. Applicants must hold a Juris Doctor (JD) and possess at least 10 years of relevant experience in law, particularly in financial institutions. This role requires bilingual proficiency in English and Spanish and strong analytical skills. #J-18808-Ljbffr
    $50k-87k yearly est. 4d ago
  • Sr. Project Manager

    UMB Bank 4.6company rating

    Tallahassee, FL job

    The **UMB Governance** organization within Enterprise Technology Services (ETS) is comprised of IT leaders, project managers, architects, software engineers, and analysts coming from diverse background and experiences. Functionally, the Governance Organization provides guidance and oversight to IT processes, projects, capacity, and risk management functions to ensure appropriate strategies, policies and controls are executed effectively and efficiently. We share a strong commitment to ensure our enterprise-level systems are performing at peak capacity and we believe in fully supporting each other to achieve this goal. As a **Senior Project Manager** , you will lead multiple enterprise projects interacting with cross-functional teams comprised of internal & external technical contributors, IT managers and various other stakeholders. More specifically, you will provide project leadership for new system or feature implementations, systems upgrades, conversions, and migrations. You will serve as the liaison with project sponsors, vendors and will facilitate continuous communication and manage expectations. You will be expected to coordinate the resolution of complex issues and challenging situations. This is a subset of the overall responsibilities which involves other multiple initiatives as assigned by IT leadership. If you have experience in Banking Platforms, we want to talk with you! **This role is hybrid (Mon through Thu on-site) for candidates in the Kansas City area and open to qualified remote candidates outside of the Kansas City area but within the US.** **_How you'll spend your time:_** + Managing multiple projects across our enterprise. + Developing business case for executive review and approval of new projects. + Working with project team and stakeholders to establish consensus on project scope, deliverables, and outcomes. + Planning, monitoring, adjusting, and communicating the project's schedule. + Identifying constraints, risks and coordinating problem resolution of complex issues. + Tracking, measuring, and reporting on project status and progress. + Coordinating with IT resource managers and implementation partners to ensure the project has proper staffing during each phase/sprint of the SDLC. + Ensuring project methodology, standards, processes, and procedures are followed throughout the life of the project. **_We're excited to talk if you have:_** + Bachelor's Degree in Information Technology, Business Administration or related discipline and at least 8 years of IT project management experience. **OR** equivalent combination of education and work experience. + Experience with Waterfall or combined Waterfall and Agile project methodologies. + Knowledge and experience in financial services process/workflow including data management, fund servicing, core banking deposit payments, and fraud management. **_Bonus Points if you have:_** + Experience delivering projects with any of these vendors (TSYS, ACI, FIS, or Q2 ). + A PMP certification. **Applicants must have legal authority to work in the United States. Work Visa sponsorship not available for this position.** Deadline to apply: March 16, 2026 **Compensation Range:** $83,200.00 - $178,800.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $63k-78k yearly est. 5d ago
  • Construction Project Analyst

    UMB Bank 4.6company rating

    Tallahassee, FL job

    As part of the **Credit Oversight** team, the **Construction Loan Analyst Senior,** is accountable for the monitoring of all construction projects for Commercial and Residential construction loan. **_How you will spend you time:_** + Draw processing, engaging third party consultants; ordering, reviewing and analyzing pre construction costs/examine documentation and draw inspection reports against actual progress of project + Ordering and reviewing title policy endorsements and updates + Analyze project budget and cost variations + Authorize loan and equity funding + Identify and assess project trends and manage credit risk within the individual projects + Create analytical management reports that provide a summary of the outstanding portfolio to assist in financial capital allocation requirements + Advise loan officers, attorneys, staff, and third parties on terms and conditions of construction project structure + Follow up on completed and inactive projects **_We are excited to talk to you if you have:_** + 8 years Commercial and Residential Real Estate Loan experience + 5 years Commercial and Residential Construction experience + OR Any combination of education and experience that would provide an equivalent background **Compensation Range:** $69,230.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $69.2k-149k yearly 27d ago
  • Cloud Security Engineer

    UMB Bank 4.6company rating

    Tallahassee, FL job

    Our **Information Security** organization serves as the eyes and ears of UMB's technology security and ensures controls, authentication and authorization are in place to keep UMB systems and applications safe. We monitor, discover and remediate any vulnerabilities while upholding and complying with all established corporate policies, standards and procedures. We work with UMB associates to help them be effective and be able to perform their jobs by granting the appropriate access. We collaborate with other technical teams to ensure base security metrics are being met. Best of all, we get to use cutting edge tools to make sure all systems and company devices are free from any potential threats. In today's digital world, our team plays a critical role in UMB's enterprise security plan. As a **Cloud Security Engineer** , you will serve as a cloud security subject matter expert and support UMB's Infrastructure team deliver secure solutions in the cloud. This will favor a cloud-native approach using solutions that are supportable, repeatable, and balance security versus risk. You will provide operational support for the Information Security owned solutions and for enterprise projects and design while serving as a subject matter expert on a diverse team of Information Security Engineers. This is a subset of the overall responsibilities which will include multiple initiatives as assigned by IT leadership. **This role is hybrid (Mon thru Thu on-site / Fri remote) for candidates in the Kansas City metropolitan area and open to qualified remote candidates outside of the Kansas City area but only within the US.** **_How you'll spend your time:_** + Define and execute public cloud-centric security controls and help design secure patterns for computing, storage, networking, operational, and security domains. This includes advising application, product, and cloud infrastructure teams on incorporating cloud infrastructure capabilities with an information security mindset, actively collaborating with cloud stakeholders to deliver best-fit secure solutions for UMB, and identifying emerging cloud infrastructure services and needs to meet business requirements. + Serve as a pragmatic, results-driven thought leader and consensus builder with a technology-savvy mindset capable of articulating complex IT concepts to all audiences, from technical contributors inside and outside the company. + Deploy, consult, and manage security controls leveraging solutions included but not limited to AWS multi-accounts structure, Organizational Units, Service Control Policies (SCP), IAM policies, Virtual Private Cloud (VPC), AWS Control Tower Guardrails and best practices. + Partner with application teams to support them in their design and implementation of infrastructure-as-code stacks that meet the needs of the applications leveraging technologies, included but not limited to Terraform, CloudFormation, CDK constructs, and Ansible. + Advise on all aspects of secure cloud infrastructure offerings and solution design. + Provide hands-on technical coaching to accelerate cloud security learnings across the organization. + Provide accurate and current information on AWS services and serve as a consultant to the IT Information Security organization to solve business use cases. **_We're excited to talk with you if you have:_** + Bachelor's Degree in Management Information Systems, Computer Science or related field OR equivalent work experience. + At least 4 years of experience designing and implementing secure solutions and securing public cloud workloads. + At least 2 years of experience with Metrics, Events, Logging, and Tracing solutions like Cloudtrail, CloudWatch, or Splunk. + Strong infrastructure-as-code (IaC) expertise and deployment experience with technologies such as Terraform or AWS CloudFormation. + In-depth experience with automation methodologies, processes improvement, and development of CI/CD pipelines. + Demonstrated knowledge/experience with at least 2 scripting languages like Python, PowerShell, AWS/Azure CLI, Ansible, Bash, and JSON. + Hands-on experience deploying and operating AWS computer instances (EC2), AWS Storage Services (EBS/S3/Glacier), AWS multi-accounts environment, IAM Policies, AWS Tower, AWS Config, and Service Control policies (SCP). + Demonstrated knowledge with configuration management and pipeline automation with AWS DevOps, Jenkins, Git or similar offering. + Knowledge with container technologies, such as Docker, Kubernetes, AWS EKS and ECS. + Collaborated with service providers and partners. + Working knowledge and expertise with common enterprise-grade security solutions. **_Bonus Points if you have:_** + Experience with Amazon GuardDuty, AWS Shield, and Amazon Inspector services. + Any of the following certifications: + AWS Solutions Architect Associate + AWS Certified Security - Specialty + CompTIA Cloud+ Certified Cloud Security Professional (CSSP) + Certificate of Cloud Security Knowledge (CCSK) + GIAC Cloud Security Automation (GCSA) + Previous experience working within the banking or financial industry. **Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position.** Deadline to apply: March 22, 2026 **Compensation Range:** $83,200.00 - $178,800.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $83.2k-178.8k yearly 5d ago
  • Trust Officer

    Bankoftampa 4.1company rating

    Bankoftampa job in Tampa, FL

    The Trust Officer will be responsible for the administration of a diverse book of fiduciary accounts, including personal trusts, estates, investment management, and agency relationships. The Trust Officer will serve as a key liaison between the bank and its clients, ensuring fiduciary responsibilities are met with integrity, precision, and personalized service. In addition to account management, the Trust Officer will play an active role in identifying and cultivating new business opportunities to support the bank's growth strategy. 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 to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction. Demonstrated expert ability and knowledge in leading and participating in new client relationship building, needs assessment and long-term collaboration with Wealth Management Team delivering trust and estate planning solutions to meet the clients' goals. Exhibits ability to foster respect in the legal and accounting professional community to obtain referrals from COIs who advise high net-worth families on strategies and techniques. Understands risk management issues and works through on-boarding process for compliance with applicable laws and internal procedures. Administers trust and estate accounts in accordance with governing documents, bank policies, and applicable laws and regulations. Functions as a relationship manager for assigned accounts, maintaining regular communication with clients, beneficiaries, attorneys, and financial advisors. Collaborates with internal trust groups including investments, tax, compliance, and operations to deliver comprehensive fiduciary solutions. Interprets and applies trust instruments, wills, and legal documents to ensure proper execution of fiduciary duties. Oversees account reviews, distributions, and investment performance to ensure alignment with client goals and fiduciary standards. Maintains current knowledge of fiduciary law, banking regulations, and industry best practices. Active leadership in community organizations and activities as an ambassador of the brand. Business Development Responsibilities Proactively identifies opportunities to expand existing client relationships and attract new trust and estate clients. Partners with retail, commercial, and wealth management teams to cross-sell trust services and support integrated financial planning. Participates in community and professional events to enhance visibility and promote the bank's fiduciary capabilities. Assists in the onboarding of new accounts, including proposal development, client presentations, and coordination with legal and compliance teams. Contributes to strategic initiatives aimed at growing the trust department's market share and enhancing client experience. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications Minimum of 7 years of experience in trust administration, estate planning, or fiduciary services within a bank or financial institution. Strong understanding of fiduciary principles, estate and gift taxation, and financial planning. Excellent communication, client service, and organizational skills. Ability to manage complex relationships and sensitive family dynamics with professionalism and discretion. Familiarity with trust accounting systems and banking software platforms. Preferred Attributes CTFA (Certified Trust Financial Advisor) designation; CFP, CPA, or JD with relevant fiduciary experience may be considered. Proven success in managing high- net-worth relationships and complex trust structures. Experience with regulatory compliance in a bank trust department. Commitment to continuing education and professional development in fiduciary services. 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 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 E-VERIFY EMPLOYER
    $23k-42k yearly est. Auto-Apply 7d ago

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The Bank of Tampa may also be known as or be related to Bank Of Tampa, Tampa Bay Banking Company, The Bank Of Tampa and The Bank of Tampa.