| Job Number: | 21590245 | | Company Name: | Intrust | | Job Location: | Wichita , KS US | | Job Category: | Customer Service | | Minimum Education: | 4-Year College Degree | |
| | Updated: 11/4/2009 |
Relationship Associate
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INTRUST BANK
JOB DESCRIPTION SUMMARY
Department: Private Trust Group
Job Grade: Exempt
Job Code: 17__0010
Hours:8a-5p, M-F
General Description:Provides administrative assistance to Trust Officer by establishing new accounts, account administration, communication with clients and all other duties to service clients.Keep INTRUST Bank clients’ best interests in the forefront at all times.
Essential Functions:Open and close accounts, monitor daily account activity, review daily transactions in order to prevent overdrafts of the accounts, place trades of Private Wealth Management accounts and takes appropriate action based on the current information.Perform research and special projects, and recommend course of action to Trust Officer.Maintain and respond to daily needs of internal and external customers by providing prompt customer service.Coordinate with other Wealth Management support areas to manage and administer accounts.
Skills, Knowledge and Abilities:Bachelor degree in a business related field preferred.Required to be proficient in Microsoft applications i.e. Word, Excel, PowerPoint. Must be detail-oriented and multi-tasked in a business setting.Additional skills required are excellent communication and organizational skills, and strong desire to serve clients.Knowledgeable in areas of private banking, investments, IRA’s, and trusts preferred.
Competencies:Communications, Cooperation, Credibility, Customer Service Orientation, Integrity, Initiative, Job Knowledge, Quality, Teamwork, Accuracy, Adaptability, Dependability, Planning & Organization, and Technology Skills.
Working Conditions:Normal office environment.
This job description summary in no way states or implies that these are the only activities to be performed by the employee occupying this position.Employees will be required to follow any other job related instructions and to perform any other job related responsibilities requested by their supervisor.
INTRUST Bank is an Equal Opportunity Employer
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