At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative—we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You’ll find an environment where you’re encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.
Job Summary: Provide full-time service of investment and insurance products offered by INTRUST Financial Services through third party broker-dealer. May also provide additional related services or sales on a limited basis as requested. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.
Essential Functions:
• All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.
• Provide account servicing to existing INTRUST Financial Services clients with brokerage or direct-business relationships.
• Serve under established best interest and fiduciary standards to build and manage clients’ investments and serve ongoing financial needs.
• Refer clients to Financial Advisor I’s and II’s when financial planning/advisory conversations are appropriate.
• Discuss investment product solutions (e.g., mutual funds, annuities, other insurance products, and fixed income products) with customers based upon best interest standard when an advisory solution is not applicable/appropriate.
• Contact existing clients for periodic servicing needs, offer updated solutions and solicit additional business.
• Initiate and maintain relationships with Banking Center staff to solicit and encourage referrals.
• Referrals to Consumer Banking and other business lines.
• Accountable to account retention goals, service-level goals, revenue generation and referrals to Financial Advisor I’s and II’s, when appropriate, for advisory/planning solutions.
Education and Experience: High School diploma or equivalent required. Minimum 2 years prior experience working with consumers in financial services business preferred.
Required Skills and Knowledge: Must be conversant in financial products and service terminology. Familiarity with INTRUST Bank’s products and services desired. Must have excellent communication skills.
Required Licenses and/or Certifications: Employment contingent on passing the Securities Industry Essentials (SIE) Exam, FINRA Series 7 Exam and 63 Exams, and appropriate state life & variable annuity insurance licensing required.
Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.
Working Conditions: Normal office conditions.
This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.
INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.
