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TRUST ADVISOR - Professional

Company: INTRUST Bank, NA
Location: Wichita
Posted on: November 21, 2019

Job Description:

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.

Essential Functions:

  • 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 accounts.
  • 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 Review Committee.
  • 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 the community.
    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 business.

    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 qualification.

Keywords: INTRUST Bank, NA, Salina , TRUST ADVISOR - Professional, Other , Wichita, Kansas

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