Trust Relationship Manager - FineMark

Commerce Bank•Suwanee, GA

12d•Onsite

About The Position

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.

Requirements

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

Nice To Haves

Trust/asset management/private banking institution experience preferred
Experience with Trust Desk platform preferred

Responsibilities

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