Financial Representative

INTRUST Bank • Wichita, KS

1d • Onsite

About The Position

At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative—we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You’ll find an environment where you’re encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.

Job Summary: Provide full-time service of investment and insurance products offered by INTRUST Financial Services through third party broker-dealer. May also provide additional related services or sales on a limited basis as requested. 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.

Requirements

• Must be conversant in financial products and service terminology.
• 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.

Nice To Haves

• Familiarity with INTRUST Bank’s products and services desired.

Responsibilities

• Provide account servicing to existing INTRUST Financial Services 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 (e.g., mutual funds, annuities, other insurance products, and fixed income products) 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.
• Referrals to Consumer Banking and other business lines.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED