Wealth Client Service Coordinator

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 training and development of the administrative, assistant and investment specialist team. Partner with Administrator Supervisor in improving and promoting a cohesive team while executing bank wide initiatives. Provide sufficient coverage for employees that may be out of the office or otherwise need assistance. Generate ideas for process improvement and offer solutions to enhance business operations. Understand and support various system and product applications. Responsible for ensuring the successful implementation of initiatives and projects to support the department and/or business unit. Establishes work processes for team members and ensures a high-level of customer service is delivered and promotes and fosters teamwork across all areas of INTRUST. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Maintains 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.

• Effectively manage others by consistently applying INTRUST’s supervisor and manager expectations: relationship management; feedback; coaching and development; establishing effective work culture expectations; critical thinking; business acumen; and resource management. 

• Lead training and serve as support for wealth administrators, trust administrators, assistants, and investment specialists. 

• Facilitate process improvement projects for Wealth and Trust by utilizing tools and systems while standardizing, maintaining, and regularly updating procedures to deliver tangible value.

• Foster critical thinking to enhance team collaboration internally.

• Serve as subject matter expert and representative of Wealth and Trust team in the implementation and maintenance of IRIS. 

• Higher level of involvement executing bank wide initiatives offering support alongside Admin Supervisor.

• Provide administrative collaboration with Wealth and Trust team in all aspects of the client experience.

• Execute on day-to-day trust and investment management administration activities.

• Possess knowledge in the areas of banking, estate, trust, conservatorship, irrevocable trust, IRA, investments, goals-based asset management and financial planning.

• Assist advisors, strategist administrators and assistants in generating and executing ideas to enhance client experience and develop new business.

• Work effectively with Wealth Clients, Wealth staff, Compliance and Legal, and Quality Assurance Group.

• Maintain professional conduct with outside contacts such as trust/estate planning attorneys, assisted-living facilities, and CPA firms, among other professionals in the community.

Education and Experience:<