Relationship Banker chez FineMark National Bank & Trust

Position Summary. This is a universal banking position that provides a high level of service. Based on individual client needs the Relationship Banker offers and provides various banking services, including serving as a teller as needed.  May refer to and/or collaborate with other professionals within the bank to provide additional services including lending, investment and trust. Responds to client inquiries and resolves basic client concerns in a professional and expeditious manner. Ensure compliance with all federal and state banking regulations and established bank policies and procedures.

Essential Functions:

• Answers incoming calls in a courteous and professional manner, and directs callers to the appropriate area for assistance
• Based on individual client needs, opens a variety of deposit accounts (checking, savings, money market, IRAs and CDs) as well as provides other services such as sweep accounts, remote deposit, direct deposit, wire transfers, and internet banking 
• Provides account research and account maintenance 
• Based on client needs, refers clients to other professionals within the bank to offer investment, trust, and lending services
• Fosters long-term client relationships by consistently providing an excellent level of service in all client interactions 
• Maintains contact with existing clients to enhance the client relationship and develop referrals
• Ensures all teller transactions are accurate and completed in a timely and efficient manner 
• Prepares all documents for encoding, balancing and processing
• Handles currency transactions and cash shipments to and from the Federal Reserve or other offices
• Prepares banking activity reports and banking logs according to bank policy
• Performs other duties as assigned by management 

Position Qualifications:

• Excellent interpersonal and communication skills required
• Bachelor's degree preferred 
• Possesses ability to make decisions with limited supervision
• Planning and organizational skills - the individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans
• A minimum of two years’ teller experience preferred
• Prior relationship banker experience a plus
• Strong mathematical and analytical skills required
• Must be proficient in Microsoft Office:  Outlook, Word and Excel, and capable of learning new systems

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.

FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA).  During the interview process, you may be asked questions concerning your ability to perform job-related functions.  As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.

FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust’s Drug-Free Workplace Policy by contacting 239.461.3896.