Relationship Banker - FineMark

About Working at FineMark Bank and Trust, a division of Commerce Bank

FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates are empowered to contribute and serve with purpose. Our culture is rooted in doing what is right, with an emphasis on thoughtful innovation, sound decision-making, and delivering the highest level of service to our clients.

About This Job

The main purpose of this job is to provide a high level of service while continually building and developing new client relationships through outside calling efforts and community involvement. Provides financial advice and proactively determines other professionals within the bank to satisfy client needs in regard to banking, lending, trust and investment services. Ensure compliance with all federal and state banking regulations and established bank policies and procedures.

Essential Functions

• Build and develop new client relationships through outside calling efforts and community involvement; actively participate in company events
• Establish and maintain relationships with “centers of influence” (attorneys, CPAs) in the community; develop client referral sources and initiate contact
• Identify and recognize the individual banking, lending, trust and investment needs of clients and, working in partnership with other bank professionals, attempt to meet those needs by providing appropriate services; help identify emerging client needs 
• Remain knowledgeable of, and provide clients with, information regarding the current economic environment, emerging financial issues and regulatory changes
• Recommend and advise clients regarding a variety of deposit accounts such as checking, savings, money market, IRAs, CDs, etc.; provide other banking services such as ordering checks and debit cards and accepting credit card applications
• Recommend and advise business clients on services such as sweep accounts, remote deposit services, Internet banking, etc.
• In all transactions, minimize risk and ensures compliance with all federal and state banking regulations and established bank policies and procedures; ensure that dual control functions are used and that CTRs and SARs are prepared, as required
• Ensure accuracy of transactions, resolving any discrepancies in a timely manner
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of relationship banking, including best practices
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook  

Education & Experience

• Bachelor’s degree in Finance or Business or equivalent combination of education and experience required
• 6+ years experience as a relationship banker required
• FIS banking software experience preferred

Must be eligible to work in the US without sponsorship now or in the future.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

Time Type: