Client coordinator [h1.location_city]

Description

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 you’ll 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 you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach : To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

Competitive pay

Generous time off

Employees receive three weeks of paid vacation plus 11 paid holidays each year.

Paid time off to volunteer in the community.

Paid employee and family sick leave.

Paid parental leave.

401(k) plan with 6% employer match and 100% immediately vested.

3% non-elective company contribution; non-elective contribution vested after 3 years of service.

Career growth and development resources

Tuition reimbursement for full-time and part-time employees enrolled in any degree program.

Banking benefits

Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary : Primarily responsible for new business development of prospective clients as well as expanding current relationships with INTRUST Bank’s 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 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.
• 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 : Bachelor’s 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 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.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https : / / www.eeoc.gov / poster) notice from the Department of Labor.