Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

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 be responsible for administering trust relationships as determined by the trust administrator where FineMark serves as the agent. Emphasis on relationship growth and exceeding client expectations. The Trust Client Relationship Manager will possess a full understanding of the client/family relationships and will work closely with the Portfolio Manager and other team members to serve the client. The number or complexity of the relationships managed are generally fewer and less complex than those of a Trust Administrator. Consults with trust administrators or Chief Fiduciary Officer on more complex trust scenarios.

Essential Functions

Serve as the main point of contact for trust clients with the ability to interact with internal team members to take ownership and provide prompt resolutions on administrative and account specific activities

Monitor and review account retention

Participate in client meetings to ensure that all administrative aspects of the relationship are reviewed at least annually to include but not limited to beneficiary designations, Required Minimum Distributions, proper titling of accounts and other general account maintenance

Ensure that client accounts are administered in accordance with the governing instrument, state laws and FineMark Bank & Trust’s policies, procedures, and processes

Document client communications on contact management system and coordinate proactive communication

Participate in and monitors financial planning process

Deliver exceptional service to all trust clients and help to facilitate new business efforts by working with the New Business Administrator, new account specialist and the client to ensure a successful onboarding

Review annual RMD letters, 1099R tax forms and 5498 tax forms before mailed to clients

Train new associates as needed and ensure timely completion of Trust Account Reviews

Perform other duties as assigned

Knowledge, Skills & Abilities Required

Knowledge of the following trust areas: operational efficiency, productivity, internal controls, compliance and process improvement

Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

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 or equivalent combination of education and experience preferred

5+ years’ experience providing transactional banking services to clients, or administrative/operational support to trust administration required

Trust/asset management/private banking institution experience preferred

Experience with Trust Desk platform preferred

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

* Must be eligible to work in the U.S. without sponsorship now or in the future

#LI-DB1

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.

Location: 800 Laurel Oak Drive, Suite 101, Naples, Florida 34108

Time Type: Full time