Relationship Banker - FineMark

Mercantil Commerce Bank; Scottsdale (AZ); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Employer sponsored health, dental, and

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary supplemental benefits

Descripción de la vacante

Commerce Bank in Scottsdale, AZ is seeking a seasoned Relationship Banker to grow client relationships through outside calling and community involvement. You will provide financial advice across banking, lending, trust and investment services, while ensuring compliance with federal and state regulations.

A Bachelor’s in Finance or Business and 6+ years of experience are required. This role offers a collaborative culture, opportunities for career development, and the chance to impact clients and

Formación

• Bachelor's degree in Finance or Business or equivalent
• 6+ years experience as a relationship banker
• FIS banking software experience preferred
• Must be eligible to work in the US without sponsorship now or in the future.

Responsabilidades

• 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
• Identify and recognize the banking, lending, trust and investment needs of clients and meet those needs with appropriate services
• Remain knowledgeable of the current economic environment, emerging financial issues and regulatory changes
• Recommend and advise clients regarding a variety of deposit accounts and other banking services
• Recommend and advise business clients on services such as sweep accounts, remote deposit services, Internet banking, etc.
• Ensure compliance with all banking regulations and policy procedures; ensure dual control and CTR/SAR preparation as required
• Ensure accuracy of transactions and resolve discrepancies timely
• Perform other duties as assigned

Conocimientos

Relationship banking

Self-starter

Attention to detail

Written communication

Verbal communication

Interpersonal skills

Team player

Adaptable

Educación

Bachelor's degree in Finance or Business

6+ years experience as a relationship banker

FIS banking software experience

Herramientas

FIS banking software

Descripción del empleo

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.

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

• 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
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

Location: 7600 East Doubletree Ranch Road, Suite 100, Scottsdale, Arizona 85258

Time Type: Full time

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

Equal Opportunity Employer Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.