Trust Advisor

INTRUST Bank Careers•Wichita, KS

5d•Onsite

About The Position

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day. Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role. A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being. Competitive pay Generous time off Employees receive three weeks of paid vacation plus 11 paid holidays each year. Paid time off to volunteer in the community. Paid employee and family sick leave – two weeks upon hire with monthly accruals. Paid parental leave. 401(k) plan with 6% employer match and 100% immediately vested. 3% non-elective company contribution; non-elective contribution vested after 3 years of service. 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 Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details. 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 bank’s 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. 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. Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. 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: Bachelor’s 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 2 to 4 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: Extended period(s) of time viewing personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation. Working Conditions: Normal office conditions. 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 individual’s protected category constitutes a bona fide occupational qualification.

Requirements

Bachelor’s degree in area of business or related field.
Minimum 2 to 4 years professional experience in Wealth Management industry, with extensive experience in the areas of estate planning, trust, and investments
Must have specialized knowledge in the areas of estate planning, trusts, and investments.
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.

Nice To Haves

Significant preference for a candidate that holds a law degree with emphasis in Estate Planning, Trusts, and Estates law.
Professional designations are preferred.
Designations and certifications are a plus.

Responsibilities

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.

Benefits

Competitive pay
Generous time off
Employees receive three weeks of paid vacation plus 11 paid holidays each year.
Paid time off to volunteer in the community.
Paid employee and family sick leave – two weeks upon hire with monthly accruals.
Paid parental leave.
401(k) plan with 6% employer match and 100% immediately vested.
3% non-elective company contribution; non-elective contribution vested after 3 years of service.
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