Relationship Banker - FineMark

Commerce Bank•Scottsdale, AZ

21d•Onsite

About The Position

FineMark Bank & Trust, a division of Commerce Bank, delivers banking, trust, and investment services with a focus on exceptional service and lasting client relationships. Its workplace emphasizes integrity, teamwork, entrepreneurial spirit, thoughtful innovation, sound decision-making, and service to clients. The Relationship Banker provides a high level of service while building and developing new client relationships through outside calling and community involvement. The role provides financial advice and connects clients with other bank professionals to address their banking, lending, trust, and investment needs. The position also ensures compliance with federal and state banking regulations and established bank policies and procedures. The position is located at 7600 East Doubletree Ranch Road, Suite 100, Scottsdale, Arizona 85258, and is full-time.

Requirements

Bachelor’s degree in Finance or Business, or an equivalent combination of education and experience.
At least 6 years of experience as a relationship banker.
Strong knowledge of relationship banking, including best practices.
Motivated and organized self-starter with strong attention to detail and ability to manage multiple priorities.
Inquisitive, agile team player with excellent written, verbal, and interpersonal communication skills.
Ability to remain adaptable and resilient, maintain an optimistic outlook, and contribute positively in alignment with the company’s culture and Core Values.
Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook.
Must be eligible to work in the United States without sponsorship now or in the future.

Nice To Haves

FIS banking software experience.

Responsibilities

Build and develop new client relationships through outside calling efforts and community involvement, and actively participate in company events.
Establish and maintain relationships with community centers of influence, including attorneys and CPAs; develop client referral sources and initiate contact.
Identify clients' banking, lending, trust, and investment needs and partner with other bank professionals to provide appropriate services; help identify emerging client needs.
Stay knowledgeable about and provide clients with information regarding the economic environment, emerging financial issues, and regulatory changes.
Recommend and advise clients on deposit accounts, including checking, savings, money market accounts, IRAs, and CDs; 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, and Internet banking.
Minimize risk and ensure compliance with federal and state banking regulations and established bank policies and procedures; use dual control functions and prepare CTRs and SARs as required.
Ensure transaction accuracy and resolve discrepancies in a timely manner.
Perform other duties as assigned.