Relationship Banker

Position Summary. This is a Relationship Banker position that provides a high level of service and fosters long-term banking relationships, acting as the owner of the client experience ensuring that all client expectations are exceeded. Refers to, and/or collaborates with other professionals within the bank to provide additional services, including investment and trust.  

Essential Functions:

• Assesses and determines individual client needs to identify the FineMark services that will best meet those needs. 
• Based on individual client needs and in partnership with other bank, lending, trust, and investment professionals, provides and delivers various types of services (e.g., banking, loans, trust).
• In all client interactions, places an emphasis on relationship building and participates in the development of new solutions as client needs change. 
• Opens a variety of deposit accounts for clients (checking, savings, money market, IRAs and CDs) and provides additional services for business clients with treasury services.  
• Cultivates banking relationships through community involvement and networking, including participation in bank events and functions. Follows up with contacts and prospects to cultivate and foster long-term client relationships.  
• Maintains contact with new and existing clients to enhance the client relationship and to develop referrals.
• Performs account research and maintenance and assistance with online banking. 
  Responds to client inquiries and addresses all client concerns in a timely manner to achieve satisfactory long-term solutions. 
• Maintains client files on Salesforce (contact management system). 
• Performs other related duties as required and assigned by management.
• Required regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required. This is not a remote-work position.

 Position Qualifications:

• A minimum of three (3) years’ banking experience in a client service role, preferably with a wealth management bank 
• Bachelor’s Degree preferred
• FIS software experience a plus
• Strong mathematical and analytical skills required
• Experience with Salesforce a plus
• Proficiency in Microsoft Office:  Outlook, Word and Excel 
• Excellent written / oral communication and interpersonal skills
• Acts as a team player 
• Possesses ability to make decisions with limited supervision

ADA Job Description:  The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements.  This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.  Sedentary work involves sitting most of the time.  Walking and standing are required only occasionally.  
Physical Activities.  The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels.  The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers.  This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.   
Visual Acuity Requirements.  Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection.  Some distance vision and color vision may be necessary. 
Environmental Conditions.  A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.