Client Advisor

Intrust Bank* • Wichita, KS • 1w ago

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13316608

At INTRUST Bank, 10 character qualities are at the foundation of all we do.They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST youll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If youd like to find a place of work where youre appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

Job Summary:

Primarily responsible for new business development of prospective

clients as well as expanding current relationships with INTRUST Banks top clients.

Responsible for managing all their respective client relationships

and comprehensive financial planning.

Developing and networking with both internal and external referral

sources is also required.

Monitors and ensures compliance with applicable regulations.

Client Advisors must excel in all the functions of Consumer and

Wealth related services.

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 INTRUSTs character qualities.

Essential Functions:

All expectations described in the job descriptions essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

Responsible for solving client/prospect needs with the appropriate financial solutions.

Responsible for understanding and selling the entire suite of Premier Services (e.g., deposit accounts, lines of credit, managed investment accounts, financial planning services, etc.)

Advises clients across their entire balance sheet on investment selection, asset allocation, cash flow analysis, retirement planning, debt management, etc.

Responsible for managing relationships commensurate with knowledge and experience required for role.

Responsible for a book of business that produces an expected level of financial contribution.

Calling on existing and prospect referral sources and centers of influence (both internal and external to develop and further relationships.

Although Client Advisors do not directly manage others, they may be responsible for directing the work activity of others (e.g., account administrators, operations staff, etc.)

Demonstrates the ability to effectively engage other business units across the company in a manner that delivers a high level of customer service and promotes continued deepening of the client relationship.

Responsible for external communications with trust/estate planning attorneys, insurance/brokerage providers, assisted-living facilities, and certified public accountants. Calling on existing and prospect referral sources and centers of influence (both internal & external) is a must.

Represents INTRUST Bank in various civic and community functions to further enhance its Corporate Blueprint image and develop additional business.

Education and Experience: Bachelors degree and 5+ years experience with primary business development and servicing responsibilities in the financial services industry. Experience selling financial services required.

Required Skills and Knowledge: Knowledge and understanding of industry regulations and trends necessary. Position requires needs-based selling and servicing skills. Ability to use good judgment and problem-solving skills, required. Excellent oral and written communication skills are a must.

Required Licenses and/or Certifications: Professional designation (CFP) and/or other licenses desired.

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. Does require some car travel to meet with clients/prospects.

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

Similar Jobs

Applied Learning College Access Coach

Wichita State University • Wichita, KS • 23h ago

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13323580 Department\ Undergraduate Admissions Campus Location\ Wichita, KS - WSU Main Campus Hire Ty...

23h ago

Go to Apply

Customer Support Specialist

Cox Machine Inc. • Wichita, KS • 23h ago

Management & Administrative

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13323583 Purpose The Customer Support Specialist performs and coordinates administrative activities...

23h ago

Go to Apply

Certified Peer Support Specialist - Comcare

Sedgwick County* • Wichita, KS • 23h ago

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13323684 Provide goal-directed, medically necessary peer support services to adults with severe and...

23h ago

Go to Apply

Middle School Lunchroom Para

USD 394 Rose Hill • Rose Hill, KS • 23h ago

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13323692 Position Type:\ Support Staff/Lunchroom Para\ \ Date Posted:\ 1/8/2025\ \ Location:\ USD 39...

23h ago

Go to Apply

NIAR Executive Office Front Desk Student Assistant

Wichita State University • Wichita, KS • 23h ago

Retail & Hospitality

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13323562 Job Story\ NIAR is seeking a Student Assistant to work directly with the Chief of Staff to...

23h ago

Go to Apply

Diesel Mechanic

Waste Connections • Wichita, KS • 23h ago

Manufacturing & Warehouse

Wichita Hauling Waste Connections is searching for a 2nd Shift Diesel Mechanic. Pay: $26 - $30 based on your experience Why Choose Us? We are Waste Connections, an integrated services company that provides solid waste co...

23h ago

Go to Apply

Retail Co-Store Manager

Ollie's Bargain Outlet • Wichita, KS • 1d ago

Retail & Hospitality

Description Join our team and live the Ollie-tude!: (Ollie's Core Values) BE A TEAM PLAYER- Associates are expected to be supportive and work together. BE CARING- How do I treat others with courtesy, dignity, and respect...

1d ago

Go to Apply

Assembler

Cox Machine Inc. • Wichita, KS • 1d ago

Manufacturing & Warehouse

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13323603 The assembler will assemble manufactured products and pack according to specifications. Fol...

1d ago

Go to Apply

Shipping Production Worker

Wickham Glass • Bel Aire, KS • 1d ago

Manufacturing & Warehouse

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13323539 About us\ Wickham Industries is the parent company of Wickham Glass and ITI Glass.\ Wickham...

1d ago

Go to Apply

OP Receiving Inspector

Cox Machine Inc. • Wichita, KS • 1d ago

Manufacturing & Warehouse

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13323596 Description OP Receiving Inspector Purpose Communicates and resolves Quality related issues...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.