TRUST ADVISOR - Professional
Company: INTRUST Bank, NA
Posted on: November 21, 2019
Job Details Description
At INTRUST Bank, relationships are at the core of all we do. Which
is why we focus on fostering positive relationships not just with
our customers, but also with each other. INTRUST Bank recognizes
and celebrates employees for their individual character, value and
potential, with a focus on developing the unique talents each team
member brings to the table. Its something weve learned firsthand
over the decades; focus on people, and the rest will fall into
place to create an environment built on respect, understanding and
most of all trust.
Job Summary: Responsible for the administration and growth of
comprehensive, integrated, multigenerational high level complex
trust and wealth accounts. Uses advanced skills and knowledge to
exercise judgment and perform responsibilities which have a
significant and distinct effect on the bank and/or the banks
resources. Establishes work processes for self and monitors
progress to ensure completion of goals and objectives as defined by
his or her manager. This level requires the Trust Advisor to be
capable of administering multiple account relationships with
revenue exceeding $1.5 Million. Represents INTRUST Bank in all he
or she does in the community, and is focused on the retention and
development of account relationships. Must maintain strict
standards of confidentiality, and perform duties in a manner
supporting INTRUSTs Character Qualities. Responsible for ensuring
the successful implementation of initiatives and projects to
support the division. Establishes work priorities for support
associate and ensures a high level customer service is delivered
and promotes and fosters teamwork across all areas of INTRUST.
- Duties include providing sophisticated estate and investment
management services to clients with considerable wealth.
- Maintains expertise in the areas of estate, trust,
conservatorship, irrevocable trust, IRA, and investment management
- Builds long term relationships with high net worth clientele
and the professional community.
- Develops new business, builds and retains client base.
- Participates in Wealth Operating Committee and Wealth Account
- Maintains working knowledge of industry regulations, trends,
and applicable compliance-related requirements.
- Works effectively with Wealth Trust Manager, Wealth staff,
Quality Assurance Group, Consumer Banking, Commercial Lending, and
internal Legal Counsel.
- Outside contacts include trust/estate planning attorneys, CPA
firms, and assisted-living facilities, among other professionals in
Education and Experience: Bachelors degree in area of business or
related field. Significant preference for a candidate that holds a
law degree with emphasis in Estate Planning, Trusts and Estates
law. Minimum 5 years professional experience in Wealth Management
industry, with extensive experience in the areas of estate
planning, trust, and investments.
Required Skills and Knowledge: Must have specialized knowledge in
the areas of estate planning, trusts, and investments. Professional
designations are preferred. Excellent oral and written
communication skills and organizational skills required. Must have
a strong desire to serve clients and the ability to generate new
Required Licenses and/or Certifications: Designations and
certifications are a plus.
Physical Demands: Long periods of time will be spent viewing
personal computer, sitting, standing and walking. Occasional
lifting up to 25 lbs.
Working Conditions: Normal office environment.
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
individuals protected category constitutes a bona fide occupational
Keywords: INTRUST Bank, NA, Salina , TRUST ADVISOR - Professional, Other , Wichita, Kansas
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