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Financial Services Representative

1 month ago

Wichita, Kansas, United States INTRUST Bank Full time
About the Role

At INTRUST Bank, we're seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and sales support to our clients.

Key Responsibilities
  • Provide account servicing to existing clients with brokerage or direct-business relationships.
  • Serve under established best interest and fiduciary standards to build and manage clients' investments and serve ongoing financial needs.
  • Refer clients to Financial Advisor I's and II's when financial planning/advisory conversations are appropriate.
  • Discuss investment product solutions with customers based upon best interest standard when an advisory solution is not applicable/appropriate.
  • Contact existing clients for periodic servicing needs, offer updated solutions and solicit additional business.
  • Initiate and maintain relationships with Banking Center staff to solicit and encourage referrals.
  • Accountable to account retention goals, service-level goals, revenue generation and referrals to Financial Advisor I's and II's, when appropriate, for advisory/planning solutions.
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.
  • Employment contingent on passing the Securities Industry Essentials (SIE) Exam, FINRA Series 7 Exam and 63 Exams, and appropriate state life & variable annuity insurance licensing required.
What We Offer
  • Competitive pay.
  • Generous time off.
  • 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.
  • 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.
Equal Opportunity Employer

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.