Trust Relationship Manager - FineMark

FineMark National Bank & Trust; Naples (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary supplemental benefits

Job summary

FineMark National Bank & Trust, a division of Commerce Bank, seeks a Trust Client Relationship Manager in Naples, FL. The role emphasizes managing trust relationships and collaborating with the Portfolio Manager to exceed client expectations.

The candidate will contribute to client onboarding, annual reviews, and coordination with trust and private banking teams to deliver exceptional service and growth opportunities.

Qualifications

• Bachelor’s degree or equivalent
• 5+ years’ experience providing transactional banking services to clients, or administrative/operational support to trust administration
• Trust/asset management/private banking institution experience preferred
• Experience with Trust Desk platform preferred

Responsibilities

• Serve as the main contact for trust clients and coordinate with internal teams to resolve admin and account activities
• Monitor and review account retention
• Participate in client meetings to review beneficiary designations, RMDs, proper titling, and other maintenance
• Ensure accounts are administered per governing instrument, state laws, and policies
• Document client communications in the contact management system and coordinate proactive communication
• Support the financial planning process and onboarding of new clients
• Review annual tax forms before mailing to clients
• Train new associates and ensure timely Trust Account Reviews
• Perform other duties as assigned

Skills

Client relationship management

Attention to detail

Multitasking

Communication skills

Education

Bachelor’s degree

Tools

Microsoft Word

Excel

Teams

Outlook

Job description

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 National 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

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

Time Type

Full time