Financial Services Representative

5 days ago


KS United States INTRUST Bank Full time
About INTRUST Bank

At INTRUST Bank, we're committed to providing exceptional service and support to our clients. Our team is dedicated to helping individuals and businesses achieve their financial goals through a range of investment and insurance products.

Job Summary

We're seeking a highly motivated and experienced Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional service to our clients, building and maintaining relationships, and identifying opportunities to grow our business.

Key Responsibilities
  • Provide account servicing to existing clients with brokerage or direct-business relationships.
  • Serve clients' ongoing financial needs and build long-term relationships.
  • Discuss investment product solutions with clients based on their best interests.
  • Initiate and maintain relationships with Banking Center staff to solicit referrals.
  • Accountable to account retention goals, service-level goals, revenue generation, and referrals to Financial Advisors.
Requirements
  • High School diploma or equivalent required.
  • Minimum 2 years prior experience working with consumers in financial services business preferred.
  • Must be conversant in financial products and service terminology.
  • Familiarity with INTRUST Bank's products and services desired.
  • Must have excellent communication skills.
What We Offer
  • Competitive pay and benefits package.
  • Generous time off and paid holidays.
  • Opportunities for career growth and development.
  • Tuition reimbursement for full-time and part-time employees.
  • Banking benefits and insurance options.
Why Join Us?

At INTRUST Bank, we're committed to creating a positive and supportive work environment that allows our employees to thrive. We offer a range of benefits and opportunities for growth and development, and we're dedicated to helping our employees achieve their career goals.



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