New Accounts Representative jobs in Cape Coral, FL

Position Summary: In compliance with established policies and procedures the Trust Operations Associate – New Account Set-up is responsible for the establishment of new accounts and updating of client-related data to the trust system. Verifies that the new account data is accurate, complete, and processed promptly. Maintains open communication with colleagues and external financial institutions to ensure that the set-up process is handled accurately and efficiently.

Essential Functions:

• Provides daily trust administration and support in a growth oriented, team focused and transformational environment.

• Responsible for the timely and accurate set up of new accounts and monitors the new account process by tracking the entire account opening process in Salesforce.
• Performs subaccount set-up and maintains existing accounts.
• Follows up with trust administrators with any questions related to the new account set-up.
• Maintains constant contact with other custodians regarding the transfer status of incoming assets to new accounts.
• Responsible for the reconciliation of incoming assets, including updating cost basis, to the prior custodian’s statement.
• Performs transactions to fund new accounts.
• Responsible for accurately coding the fees upon opening new accounts.
• OnBase scanning backup.
• Effectively communicate with clients and associates in a professional manner
• Performs other 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

Required Education, Skills, and Experience:

• High School graduate or GED.
• Minimum of two years of banking and/or trust operations experience.
• Strong interpersonal skills.
• Experience with Salesforce considered a plus.
• Experience with FIS bank and/or trust applications is considered a plus.
• Ability to multi-task and accurately assess priorities.
• Strong organization skills and attention to detail.
• Effective written and verbal communication.
• Professional appearance and demeanor required.

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.