Trust Relationship Manager - FineMark

Commerce Bancshares
Naples
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Attention to detail","Organizational skills","Written communication","Verbal communication","Interpersonal communication"]

Serve as the main point of contact for FineMark trust clients, administering trust relationships as the trust administrator determines. Monitor retention, lead annual relationship reviews (including beneficiary designations and RMD-related documents), and ensure accounts are maintained per governing instruments, laws, and company policies. Coordinate documentation and proactive communication, support financial planning, help facilitate onboarding/new business, and train associates as needed.

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Commerce Bancshares
Commerce Bancshares
1 day ago

Trust Relationship Manager - FineMark

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Last checked: 9 hours agoStatus: Live

Job Summary

Serve as the main point of contact for FineMark trust clients, administering trust relationships as the trust administrator determines. Monitor retention, lead annual relationship reviews (including beneficiary designations and RMD-related documents), and ensure accounts are maintained per governing instruments, laws, and company policies. Coordinate documentation and proactive communication, support financial planning, help facilitate onboarding/new business, and train associates as needed.
Location: Naples
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Act as the main point of contact for trust clients, coordinating with internal team members to take ownership and resolve administrative and account activities.
  • •Monitor and review account retention and participate in client meetings to ensure relationship administration is reviewed at least annually.
  • •Administer client accounts according to the governing instrument, state laws, and FineMark policies, procedures, and processes.
  • •Document client communications on a contact management system and coordinate proactive communication, including financial planning monitoring.
  • •Review RMD letters and related tax forms (1099R, 5498) before mailing, facilitate onboarding/new business efforts, and train new associates as needed.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveLearning Budget

Key Requirements

  • •5+ years’ experience providing transactional banking services to clients, or administrative/operational support to trust administration.
  • •Bachelor’s degree or an equivalent combination of education and experience (preferred).
  • •Knowledge of trust areas including operational efficiency, productivity, internal controls, compliance, and process improvement.
  • •Ability to maintain a valid driver’s license and meet Commerce Bank driving record criteria.
  • •Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook.
Experience:5+ yearsTransactional bankingTrust administrationTrust/asset managementPrivate banking
Education:Bachelor's
Skills:Attention to detailOrganizational skillsWritten communicationVerbal communicationInterpersonal communication
Licenses:Driver’s license
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft OutlookTrust Desk

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn