Advisors Excel Part Time jobs - 109 jobs

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. * 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: Assist designated bank lender(s) in a broad range of administrative and operational duties that spans all aspects of banking. 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 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. * Coordinates the daily administrative and clerical workflow for both conventional small business lending and commercial lending activities into and out of the department to ensure that all work is accomplished promptly, efficiently, and accurately, and that all loans are in conformity with terms as approved. * Establishes and maintains good working relationships with customers and prospects. * Assists in the preparation of loan documents and loan closings for both conventional small business lending and commercial lending activities, and perform advances, pay-downs, and other loan-related activities on behalf of commercial lenders within limitations of approved loan terms and credit authority of individual lenders. * Coordinates and ensures accurate and timely closings. * Serves as the primary liaison between the designated lenders and Loan Documentation and Loan Operations departments, and otherwise coordinates with other departments, lines of business, and external vendors and service providers. * Helps designated lenders monitor and maintain commercial banking relationships and bank's files by providing customer service, obtaining financial data and other documentation, assisting with collection of overdrafts and past due payments, etc. * Drafts and types documents, agreements, and correspondence, establishes and maintain files and records, develop, and prepare reports. * Performs other duties as assigned. * Maintains a working knowledge of INTRUST Bank's computer systems and the ability to input and retrieve data there from. Education and Experience: High school diploma or equivalent. 2+ years, administrative, commercial lending, real estate, or banking experience is required. Required Skills and Knowledge: Personal computing skills required, specifically including but not limited to the ability to use Microsoft Word, PowerPoint, and Excel proficiently. 10-key is required. Must have a good understanding and awareness of banking fundamentals, commercial lending practices, regulatory requirements, bank policies and procedures, internal bank organization, and the ability to prioritize and accurately perform multiple and varied tasks within limited time frames. Required Licenses and/or Certifications: None. Physical Demands: Extended period(s) of time may be spent viewing a 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.

Responsive recruiter Benefits: Life Insurance Disability Insurance ESOP 401(k) Dental insurance Health insurance Paid time off Tuition assistance Vision insurance Position Title: Commercial Lender Reports To: Kansas Regional President Status: Salary; Exempt Location: Wichita Position Summary: To seek potential clients, individuals, or businesses in need of commercial, real estate and consumer loans. Analyze the borrowing needs of Bank customers and prospects, verify the application to determine creditworthiness, and maintain a loan portfolio that both meets customer requirements and is profitable to the Bank. Refer new deposit and treasury relationships for customers/clients. Utilize proactive sales techniques to help persuade potential customers to do business with the Bank. Principal Responsibilities and Duties: Interview present and prospective clients and analyze financial information obtained from clients to help determine strategies for meeting the client's objectives. Actively participate in the banks Business Development Program. Evaluate credit risk of commercial and consumer loan applications and develop appropriate loan structure within the banks' lending limits and consistent with the bank's loan policy and procedures. Manage and oversee a loan portfolio to maintain growth, monitor delinquency to work within the bank's guidelines. Maintain a high level of customer service through proactive communication with external and internal customers in an effort to achieve overall bank goals and objectives. Active in Community Service with an emphasis on serving the disadvantaged segments of the market. Service existing loan customers and review documentation to ensure compliance with the bank's policy and procedures. Refer new deposit and treasury relationships with customers. Sell additional bank services to existing and prospective clients. Refer clients to appropriate personnel for assistance. Prepare correspondence for credit approval. Serve on Internal Loan Committees and other committees, as assigned. Monitor collateral and exceptions for officer portfolio. Keep up to date with lending regulations and recommend changes that may affect credit decisions. Prepare credit memorandums for loan proposals. Perform other duties as may be required or assigned. Supervisor Responsibilities:N/A Education and Experience Requirements: High School diploma or equivalent required. College degree and advanced banking education preferred. Knowledge of finance, accounting, and economics, as would be acquired through a four-year, college level course of study & continuing education in one of the above fields or equivalent work experience. Thorough knowledge of credit analysis & lending practices. Understanding of laws, rules & regulations affecting banking/lending industry as would be acquired through 5 to 10 years of experience in banking or related field. Valid Driver's License required. Knowledge of finance & accounting principles necessary to provide lending services. Specific Skills Required: Ability to communicate effectively with people both internally and externally. Background in customer service and sales. Ability to meet deadlines. Ability to identify and resolve problems. Basic computer skills to include proficiency in Microsoft Office programs. Ability to work with all levels within the organization. Strong people skills required. Must be detail oriented, organized, and able to handle multiple tasks. Able to handle confidential information and positively represent the company. Competencies: Leadership presence, problem solving, ability to build relationships internally and externally, approachability System Accesses: Fiserv Precision, Microsoft Office Suite, etc. Equipment Used: Office equipment which includes computer, multi-line phone system, multi-function unit, and imaging scanner. Working Conditions: Work is performed in an office environment. Prolonged (90%) sitting and periodic (less than 10% of the time) physical exertion to manually move, lift, carry or push heavy objects or materials weighing up to 50 pounds; Constant and repetitive use of arms and hands below shoulder level for computer usage; This position exists in an office environment requiring the individual to perform normal activities including, but not limited to, lifting, filing, and retrieving, operating office equipment, etc. Travel to other locations will be required. This job description describes the general nature and level of work performed by the employee assigned to this position. Responsibilities and duties describe those functions considered essential to the performance of the job. This description does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by their supervisor. All requirements are subject to change over time, at the discretion of your supervisor, and to possible modification to reasonably accommodate individuals with a disability. Union State Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender, identity, age, disability, or status as a protected veteran. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Union State Bank's motto "Built for Better Banking" is not just a tag line, but how we feel about our staff. In order for us to be a strong partner in our community, the partnership between the bank and our employees is extremely important. Our employees are the key to our success. Performance is both expected and rewarded - as is accountability, results, teamwork, integrity, and respect for others. Union State Bank offers an excellent working environment and benefit package along with a competitive salary to coincide with proven skills for both full-time and part-time employees. Full-time employees are offered the following benefits: · ESOP (Employee Stock Ownership Plan) · Paid Holiday, Personal, Sick and Vacation days · Health/Dental Insurance · Company paid Life Insurance · Company paid Long Term Disability Insurance · Flexible Spending Plan · 401(K) Plan · Profit Sharing Plan Applicants have rights under State and Federal Employment Laws

ABOUT CICCIC builds and connects thriving innovation communities around the world and creates spaces where startups, scale-ups, corporations, and public institutions come together to overcome challenges and grow. Founded in 1999, CIC was one of the first companies to offer flexible office space and coworking options, providing a platform for the world's most impactful entrepreneurs to innovate better and faster. CIC manages a global network of innovation-focused workspaces, laboratories, and event spaces across North America, Europe, and Asia. Beyond our spaces, CIC develops innovation-focused programming, builds and enables industry clusters, and offers consulting services to help public and private sector partners foster innovation ecosystems. Over the years, CIC has supported multiple startups, scale-ups, corporations, and public entities across a wide variety of industries and sectors. We invite you to explore our opportunities and learn more about our teams here. ABOUT CIC CATALYSTCIC Catalyst activates extraordinary innovation environments to build a better future. We provide high-touch services to corporations, municipalities, and academic institutions to aid disruptive thinking, develop new concepts, instill an innovative mindset, and deliver strategic growth plans for innovation districts. We drive venture and idea creation, leveraging the power of proximity to connect diverse partners and foster collaborative, future-focused outcomes. YOUR DAY-TO-DAY WORKWe are seeking an experienced and entrepreneurial Head of Business Development to establish and significantly grow CIC Catalyst's presence and revenue stream across the Middle East and North Africa (MENA) region, with an immediate focus on high-potential markets like Saudi Arabia. This is a crucial role designed to professionalize our market penetration efforts, moving beyond reliance on part-time resources and periodic travel to drive substantial new business growth. Your responsibilities will include: • Strategic Revenue Generation: Define and execute a regional strategy to generate new revenue opportunities for all CIC Catalyst services, including Captains, DesCon (Design Consulting), and Expansion teams.• Market Leadership and Presence: Serve as the dedicated, full-time representative for CIC in the region, actively building and maintaining relationships with key stakeholders, including government entities (e.g. NTDP and Wadi Jeddah) and private sector partners.• Pipeline Management: Manage the full Business Development lifecycle, from initial lead generation and qualification to proposal development and contract negotiation, ensuring a strong, consistent pipeline of business opportunities.• Immediate Opportunity Capture: Focus efforts on converting immediate high-value opportunities and other contracts requiring local team deployment.• Staffing & Support: Work closely with the global team to anticipate staffing needs and work with the Partners and Director of Strategy to allocate resources for secured contracts.• Risk Mitigation: Proactively ensure the company is viewed as a strategic, long-term partner in the MENA region by maintaining a strong, local presence and commitment. ABOUT YOUWe like to employ service-minded people who are dependable and able to work independently.More specifically, we are looking for someone who possesses the following characteristics: • A strong communicator. You're a balanced and comfortable presence around all people, with a proven record of professional success, and some hard-won lessons only challenging situations or failure can teach. You communicate effectively with team members and clients alike, including under pressure. You're comfortable reaching out proactively to ensure expectations are shared and met, and comfortable speaking in front of large groups. You have the ability to translate business goals into program delivery and services.• Naturally drawn to a "start-up" environment, and eager for work that requires you to be independent, strategic, and proactive. You have experience and ease working with companies of various sizes, cultures, and native languages, and the ability to shift approach based on the needs and workstyle of the client.• Creative and strategic visionary, coming up with new ideas and effectively implementing ways to bring them to life. You have exemplary time management and organizational skills, and can work to a deadline while keeping the big picture in mind. • Able to work independently for lengthy periods on projects.• Strong relationship with technology; Mac and Google Suite proficient. YOU HAVE• 10+ years of Business Development experience, ideally in innovation, economic development, or consulting in the Middle East.• Deep understanding of the MENA market, culture, and contracting processes, with existing professional networks.• Ability to turn complex market insights and company capabilities into clear, executable business plans.• A self-starter who can operate independently, drive results, and manage long BD cycles (up to 6 months lag time).• Highly detail-oriented and organized work style with strong time-management skills.• Relevant experience, including a passion for and proven results in project management.• Strong written and verbal communication skills.• A natural instinct for navigating challenging situations (high emotional intelligence).• A strong willingness to work closely with innovation-minded colleagues.• A Bachelor's degree or equivalent experience.• Fluency in English. • Willingness to travel extensively within the Middle East. CIC is committed to building teams that reflect the fabric of the cities we support. We encourage and welcome all candidates regardless of race, color, ancestry, gender identity or expression, religion, national origin, sexual orientation, age, citizenship, marital status, disability, Veteran status, or any other legally protected status. Any other human expressions and experiences not mentioned here are equally welcome. If you require an accommodation please let us know. We are proud to be an equal opportunity employer. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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. 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. As a Retirement Advisor, you'll play a key role in helping organizations and their employees secure their financial futures. You'll manage a diverse portfolio of institutional accounts, provide expert guidance on investment management and ERISA activities, and ensure high-quality service for all client needs. We value innovation, teamwork, and a commitment to exceptional client service. 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 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. Build and nurture long-term relationships with retirement plan clients, serving as a trusted advisor. Develop and deliver engaging presentations on plan metrics, plan design, and investments. Lead client meetings and guide organizations through important retirement plan decisions. Oversee the ongoing investment and administration of client accounts, ensuring accuracy and compliance. Manage day-to-day plan administration and client support, both on the NestEgg recordkeeping platform and with outside providers. Collaborate with team members to implement department initiatives and support business growth. Participate in sales efforts, including presentations, RFP responses, and referral generation. Represent INTRUST Bank at client and community events, strengthening our presence and building meaningful connections. Proactively identify opportunities for new business and contribute to the development of innovative retirement solutions. Education and Experience: Bachelor's degree required, with 3-5 years Retirement Plan/Retirement Management experience preferred. Direct experience with retirement plan administration, investments, and employee education is desired. Required Skills and Knowledge: Strong understanding of retirement plan regulations, industry trends, and best practices. Excellent judgment, problem-solving, and organizational skills. High attention to detail and a passion for delivering outstanding client service. Exceptional communication skills, both written and verbal, with the ability to explain complex topics clearly. Ability to work independently and as part of a collaborative team. Required Licenses and/or Certifications: Industry designations (QKA, QPA, AIF, CFP, CRPS, CPFA) a plus. Physical Demands: Extended period(s) of time may be spent viewing a 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. Travel required. 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.

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. * 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: Maintain security systems to protect bank assets and provide a safe environment for employees and customers. Responsible for ensuring the successful implementation of initiatives and projects to support the department and organization. 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 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. * Design, install, troubleshoot, repair and perform preventive maintenance on integrated technical security systems, including alarms, access control, and video equipment. * Serves as technical liaison with vendors to ensure the effective operation and maintenance of the equipment. * Responsible for administrative duties related to technical systems, as well as security software and hardware applications. * Security Department project planning coordination. Evaluates security equipment and systems for new sites, remodels and future needs. Negotiates purchase and maintenance contracts related to security equipment. Submits project worksheets for management review. Builds and develops business relationships vital to success of the project. Responsible for coordinating vendor assignments to complete the project within prescribed resource limits. * Responds to requests for service on all security system equipment, including requests and questions outside normal business hours. Monitors and collects data on system performance. Analyzes, detects, identifies and corrects technical problems and deficiencies. Uses critical thinking, independent discretion and judgment when resolving issues. * Ensures all technical departmental procedures and training requirements are current. * Practices effective communication of technical issues on security system equipment operation and functionality to user client community and user acceptance testing. * On call 24 hours a day for responding to all security related technical issues. * Maintains security system equipment inventory. * Remain proficient in job duties of Security Specialist to assist with shift coverage as needed. * May perform other duties to support the department's mission and INTRUST Bank's values. Education and Experience: High school or equivalent required. Bachelor's Degree preferred. 5 to 7 years of technical school training or related experience as an alarm, access control or camera system installer required. Experience with IT integration and security operations. Required Skills and Knowledge: Ability to analyze information and develop/implement solutions. Must be able to conform to shifting priorities, demands and timelines through analytical and problem solving capabilities. Requires effective interpersonal, technical and analytical skills. Requires the ability to communicate technical information to audiences with varying degrees of knowledge. Requires mechanical aptitude and the ability to use hand and power tools. Must be detail oriented, a self-starter and have the ability to work and make critical decisions independently. Must be proficient in use of Microsoft Office products. A basic knowledge of networking fundamentals is required. Required Licenses and/or Certifications: Must have a current and valid Driver's License. Must be able to participate, meet requirements and obtain certifications in First Aid, CPR and personal protection (defense tactics, use of force, control holds and escorts, hand cuffing, baton and chemical spray certified). Physical Demands: Must be able to stand, sit, walk, squat, kneel, bend, crawl, stoop, crouch, handle objects, have finger dexterity, reach above shoulders, climb stairs, climb a ladder to varying heights, push/pull 150 lbs. and lift 50 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation. Working Conditions: Varying work environment including normal office conditions. Some work outside in different weather conditions and working in areas under construction is required. Must be able to tolerate any possible weather conditions (i.e., extreme heat or cold, snow, rain, etc.). Some travel and overnight stay required. On call 24 hours a day for responding to all security related technical issues. 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.

YOU FOUND IT!! NO COLD CALLING!! Looking for an incredible opportunity to develop a Full-time or Part-time income while working 100% of the time from the comfort of your home or anywhere in the U.S that you have access to WiFi? Yellowstone Life Insurance Agency an Integrity Company, is the “Virtual”, work from the comfort of your home opportunity you've been looking for! We are seeking driven individuals, both full-time and part-time to join our team as a Virtual Life Insurance Agent and/or Sales Manager, working from home. As a Yellowstone Virtual Insurance Agent, you will play a vital role in assisting families, that through our marketing efforts to families that have just closed on a new home loan or refinanced a home loan, are asking to be contacted by one of our agents to assist them in purchasing a Mortgage Protection Life Insurance policy that will pay for their home in the event of an unexpected death or illness resulting on the loss of income to the family. You will have access to our proprietary lead platform. Leads that are generated through our platform are made up of individuals and families who have requested to be contacted by an agent to review their need for a life insurance policy to protect their loved ones. As an Agent/ Sales Manager, you will be working with your Manager/ Mentor to hire 3-5 independent agents, full-time tor part-time. As a qualified Sales Manager, in addition to daily commissions from your own sales, you are also eligible for additional weekly commissions and monthly bonuses based on your sales team's performance. You will be responsible for maintaining relationships with clients, assessing their insurance needs, and providing personalized recommendations tailored to their specific circumstances. If you are a motivated self-starter with excellent communication skills and a passion for helping others, this is the perfect opportunity to join a reputable and established insurance agency. This is a 1099, Independent Contractor opportunity. Most of our full-time agents work Mon-Thursday with a three-day weekend. Most part-time agents work 2-3 evenings a week or weekend. Responsibilities: Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters. Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance. Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements. Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions. Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting. Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage. Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies. Requirements Enjoy helping people. Strong interpersonal and communication skills, with the ability to establish rapport quickly. Excellent problem-solving skills and the ability to analyze complex information. Highly organized with strong attention to detail. Self-motivated with the ability to work independently and remotely. A current Life Insurance License is required (a candidate may be considered without a license, but a license must be obtained within 60 days. To become licensed in most states will run around $200).

HR Intern (Spring & Summer 2026) Department: Human Resources Job Type: Part-Time/Hourly Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, carefully selected from colleges and universities in our local communities, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. We provide real world experiences that highlight your skills and help you in determining your career path after college. You will walk away with a good understanding of what it takes to be successful in the field of your choice. Human Resources Internship Carefully selected from colleges and universities in our local communities, our interns bring fresh ideas and diverse perspectives to Equity Bank. We are passionate about developing emerging talent and preparing future leaders. In addition to meaningful, hands-on work, interns participate in professional development workshops, senior leadership Q&A sessions, volunteer opportunities, and networking and social events. About the Role As a Human Resources (HR) Intern, you will work closely with your hiring manager, mentor, and the Corporate HR team to support initiatives that are critical to Equity Bank's success. This internship is designed to help you explore, identify, and develop your long-term career goals while gaining real-world HR experience. You will be exposed to a broad range of Human Resources functions across the employee lifecycle, including talent acquisition, onboarding, employee engagement, learning and development, benefits and wellness, HR compliance, and HR analytics. Working alongside experienced HR professionals, you will build practical skills, strengthen critical thinking abilities, and gain a high-level understanding of HR practices within a financial services organization. Required Skills & Education Requirements * Current college student entering junior or senior year or recent December 2025 graduate * Pursuing a bachelor's degree in Human Resources or a related field from an accredited college or university * Strong written and verbal communication skills * Ability to maintain confidentiality when working with sensitive employee data * Demonstrated analytical and problem-solving skills * High level of self-motivation, curiosity, and eagerness to learn Preferred * Cumulative GPA of 3.0 or higher * Ability to manage multiple priorities in a fast-paced environment * Previous HR internship and/or relevant academic project experience * Previous work or classroom experience in Human Resources Who We Are Equity Bank, a full-service, $8 billion community bank, is based in Wichita, Kansas, with over 79 bank offices throughout Kansas, Missouri, Arkansas, Oklahoma, and Nebraska. At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We're searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team. Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere. What's in it for you? We believe in creating opportunities for hard working individuals who aspire to learn and grow. You will gain an immense amount of knowledge. Find your future at Equity Bank! The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements. Physical Requirements This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others. Work Environment This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis. Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant's race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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. * 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: INTRUST Bank is seeking a detail-oriented, client-focused Administrative Relief & Training Coordinator to join our Wealth & Retirement Division. This role is central to delivering exceptional client service, supporting operational excellence, and ensuring seamless coordination by serving as the relief for all Wealth positions as needed. The candidate acts as a liaison between clients, advisors, and internal teams, promoting teamwork, confidentiality, and a client-first mindset in all activities. Administrative Relief & Training Coordinator also takes responsibility for training new and existing employees. 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 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. * Identify opportunities to enhance service delivery, streamline internal processes, and support client engagement initiatives. * Participate in team meetings and contribute to workflow improvements, documentation, and training materials. * Take responsibility for onboarding new employees and effectively structure training for new and existing employees. * Maintain proficient knowledge of and provide relief when required for the following roles: Premier Client Associate * Deliver high-touch, personalized service to clients of varying net worth, including high-net-worth and premier clients, responding to service requests and inquiries * Cultivate long-term relationships by understanding client preferences, anticipating needs, and aligning service delivery with client goals. Client Accounts Associate * Oversee the full lifecycle of client investment accounts: setup, maintenance, closure, and documentation. * Prepare, review, and process documentation for new account openings, maintenance requests (e.g., beneficiary updates, address changes, account linking), and account closures. Meeting & Logistics Coordinator * Oversee meeting logistics for clients and internal teams, including scheduling, calendar and travel coordination, and RSVPs. * Prepare and distribute meeting materials such as agendas, reports, and presentations. Client Onboarding Associate * Manage the onboarding process for new clients, from initial engagement through account setup and funding through the first 180 days. Investments & Cash Movement Associate * Execute and monitor client investment instructions and cash movement requests (trades, transfers, liquidity management), including obtaining appropriate documentation. * Manage private capital activity, including capital calls, receipts and distributions. Education and Experience: Bachelor's degree preferred. 2+ years of experience in client service, administrative support, financial services, or wealth management. Experience with high-net-worth clients, investment operations, or onboarding is a plus. Required Skills and Knowledge: Strong organizational, multitasking, and time management skills. Excellent written and verbal communication; collaborative and solutions-oriented. High attention to detail, professionalism, and discretion. Proficiency in Microsoft Office Suite, CRM systems (e.g., Salesforce), and custodial platforms. Analytical and problem-solving skills; ability to manage multiple priorities in a fast-paced environment. Required Licenses and/or Certifications: None. Physical Demands: Extended period(s) of time may be spent viewing a 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.

Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. **What You'll do:** + You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'. + Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community. + Growing the community of high performance, HNW members in San Francisco + Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs. + Owning the Content & Engagement strategy for your city's member cohort. + Overseeing the conceiving of and execution of regular member events at inspired locations in your city. + You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations. + You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations. + Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does. + You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude. **Basic Qualifications:** ** ** + High School Diploma, GED, or Equivalent Certification + At least 5 years experience in the hospitality industry in San Francisco, CA **Preferred Qualifications:** + Strong relationship building skills, customer focus and ability to collaborate + Strong interest and knowledge of the hospitality market and industry + Ability to work quickly and efficiently under pressure **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Account Manager - OA09HN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. This role will have a Hybrid work schedule, with the expectation of working in an office (Chicago, IL, Overland Park, KS, Greenwood Village, CO, Hartford, CT, Danbury, CT, Alpharetta, GA) 3 days a week (Tuesday through Thursday). The Account Manager, as part of Global Specialty Operations, will serve as a critical partner to the Specialty Auto underwriting teams. The individual focuses on service experience & book of business management, while also acting as a key contact for Underwriters and brokers. This is an individual contributor role without supervisory responsibilities. Strong communications skills are crucial. This position works in a team environment which can span multiple offices; however, the individual is expected to be able to exercise decision making skills and problem solving while working independently and prioritizing a high volume workload. Complexity of work varies from standard, routine tasks to more complex problem solving and analytical assignments. Some project work may be assigned as needed. RESPONSIBILITIES * New and Renewal Analysis/loss analysis and prepping entire account for quotes * Prepare and issue Binders, Policies, Endorsements and follow up for missing subjectivities * Some Rating analysis is required for renewal prep work and underwriting thought process * Review and analyze Endorsement requests, escalate issues as required, process endorsements * Complete Underlying policy analysis on each Excess policy and send for UW review. (Terms and Conditions, exposures, general information, aggregates etc.) * Serve as a point of contact for brokers and provide optimal customer service experience on behalf of the company * Careful adherence to compliance standards and excellent maintenance of account files, underwriting documentation * Participation in projects, as requested/needed Main systems used: Outlook/Ascend/ Image Right/ Policy Decisions/ web based vendors. (Genius knowledge a plus but not required) Broker Management & Client Relations * Serve as a critical partner to the underwriting teams within the Global Specialty Wholesale Commercial organization. The individual focuses on service experience & book of business management with primary metrics of retention, profitability & growth, and acts as a key contact for underwriters and brokers within assigned territory. The individual maintains and utilizes a strong level of P & C commercial lines industry and market knowledge to contribute to the overall success and profitability of the Commercial organization * Routine, structured, and high complexity assignment work. Accountable for the overall and entire service experience, facilitating functional experts and delivering a differentiated experience. * Builds and maintains relationships with key wholesale broker contacts and decision makers through regular interactions, renewal retention, quoting and delivery of excellent broker/producer service. Effective at rebuilding "damaged" customer relationships. * Accompanies underwriters and sales staff on marketing visits in order to establish working relationship (target: 3 per year). * Prepares submissions for rating and acts as the gatekeeper between the Broker, Underwriter and the Operations Service Center Underwriting Support * Performs initial prequalification on all renewal account submissions, (new business submissions) and generates a summary of all findings and makes a recommendation to pursue or decline * monthly pre-qualification meetings with Underwriter, provides recommendations on renewal/new business accounts. * Works independently to proactively maintain timeliness and information in underwriting file(s). * Can negotiate skillfully in tough situations with both internal and external groups. Can win concessions without damaging relationships; focus is on win/win proposition for brokers and company when reviewing new or renewal accounts. * Support sales efforts through an understanding of Wholesale Market Strategies strategies and industry programs, as well as makeup of assigned book of business and broker territory; clear understanding of sales and business goals, top partner performance, and book mix. * Uses strong information gathering and diagnostic skills to solve problems. Workflow distribution * Coordinate activities for all supporting tasks (Rating, Broker/Producer information, Risk Engineering, etc.) on new business submissions and renewal accounts. * Prioritizes territory workload based upon varying service requirements and customer needs of different activities/transactions. * Monitors work performance to ensure quality objectives and service commitments are achieved. * Facilitates routing of tasks and work between broker, underwriters, service team, and home office team. Project / Backup support * Backs up other Account Managers as needed. Routes information to and from underwriting teams in the absence of local underwriter. * May support various projects as determined by Operations and/or underwriting staff. QUALIFICATIONS * Prior Commercial Market Insurance industry experience as an Account Manager, Rater (or similar) at either an insurance carrier/agency required * Functional knowledge of Commercial Lines rating experience * Knowledge of the following insurance coverages: Commercial Property, Commercial Excess Liability, Workers Compensation, Auto, General Liability * Excess & Surplus experience a plus * College Degree preferred * Strong Customer Service orientation and Relationship Building skills * Effective Communication Skills / Written and Verbal * Strong technical ability * Ability to work in a fast-paced and high-volume work environment * Professional Demeanor * Proficiency in Microsoft Word, Excel, and Power Point Software. Knowledge of ImageRight, other insurance platforms also desired * Ability to support central time zone business hours For full-time, occasional, part-time or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wifi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 75MB download/10MB upload will be required. To confirm whether your Internet system has sufficient speeds, please visit ************************ from your personal computer. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $59,200 - $88,800 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

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. * 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: The Client Onboarding Associate plays a critical role in delivering a seamless, professional, and high-touch experience for new clients joining our wealth management practice. This specialized administrative role is responsible for managing the entire onboarding process-from initial prospect engagement through account setup, funding, and the first 180 days of the client relationship. Acting as a central point of coordination, the Onboarding Coordinator works closely with internal teams and external partners to ensure timely, compliant, and accurate account transitions. 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 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. * Serve as the primary administrative point of contact for new clients during the onboarding period (typically the first six months). * Educate clients on what to expect during onboarding and provide proactive updates throughout the process. * Coordinate with advisors, strategists, operations, compliance, custodians, and middle-office teams to ensure timely and accurate execution of onboarding tasks. * Track onboarding milestones, resolve delays, and maintain visibility across all onboarding activities. * Prepare, review, and complete all required account forms, disclosures, and transfer paperwork. * Ensure compliance with internal policies and regulatory requirements, including CIP, OFAC, and other industry standards. * Maintain accurate and secure records of all onboarding activities and client communications. * Facilitate initial account funding and verify successful transfers. * Set up digital access for clients and guide them through the use of client portals and online tools. * Monitor and maintain client account data integrity across CRM, custodial, and third-party systems. * Identify opportunities to enhance the onboarding process and contribute to workflow improvements, documentation, and training materials. * Participate in team meetings and collaborate on initiatives to improve client engagement and operational efficiency. Education and Experience: Bachelor's degree in Business, Finance, or a related field preferred. 2+ years of experience in financial services, preferably in a client service, onboarding, or operations role. Previous experience in wealth management or investment management preferred. Required Skills and Knowledge: Familiarity with various investment account types (e.g., IRAs, trusts, brokerage) and custodial platforms. Strong organizational skills and high attention to detail. Excellent communication and interpersonal skills. A client-first mindset and strong problem-solving skills. Ability to manage multiple onboarding processes and priorities simultaneously. Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce); experience with custodial platforms is a plus. Required Licenses and/or Certifications: None. Physical Demands: Extended period(s) of time may be spent viewing a 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.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an Operations Advisor within PNC's Midland Loan Servicing Investor Reporting organization, you will be based within the PNC Midland footprint. As an Operations Advisor within PNC's Investor Reporting team, this position is primarily responsible for accurate and timely reporting and remitting funds as dictated by the related servicing agreements for the assigned contracts, while mitigating risk by meeting all regulatory and compliance requirements. The successful candidate for Investor Reporting will have the following skills and characteristics: • Four years prior loan servicing experience, preferably in an investor reporting related function. Other work experience will be considered. • Knowledge of basic financial calculations. • Ability to manage multiple tasks simultaneously. • Strong organizational skills. • Detailed oriented and personally accountable to meeting aggressive deadlines. • Strong problem-solving skills. • Ability to work independently. • Ability to thrive in a team environment, both as a team member and a team leader. • Ability to analyze and make quality decisions in a demanding but rewarding environment.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Supports a critical operational support service, process, capability or initiative within an operational unit and ensures performance and/or risk indicators are met. Establishes and monitors process performance measurements and business impact. Prepares performance statistics and reports for internal stakeholders and senior management. Monitors the production workflow and assists team members with escalated process issues. Independently identifies and resolves exceptions and serves as a point of escalation. Monitors effectiveness and efficiency of production and/or process. Determines and/or drives change and improvement efforts in production and/or processes. Ensures the business adheres to policies, procedures and regulatory standards. Independently resolves compliance issues and drives risk mitigation activities. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP) CompetenciesAccuracy and Attention to Detail, Consulting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Products and Services, Standard Operating ProceduresWork ExperienceRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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. * 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: Provide expert advice in specialty areas for high-net-worth clients, including financial planning, portfolio management, insurance, tax, business succession, estate planning, and philanthropic solutions. Responsible for assessing the client's financial goals, developing a comprehensive wealth plan to achieve these goals, and implementing the strategies identified through the planning process. Must follow and comply with Wealth Management's investment philosophy. 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 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. * Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client's facts and circumstances. * Incorporate a wide range of topics in analyses, such as liquidity, credit, investments, insurance, taxes, retirement plans, philanthropic goals, and executive compensation arrangements, as appropriate * Participate in new business opportunities and prospect calls with Client Advisors and collaborates with the advisory team in support of the client. * Possess advanced understanding of a wide range of subject matters including investments, banking products, insurance, tax, trust structures, stock options, and cash flow modeling. * Manage the investment process including risk assessment, asset allocation, asset location, and portfolio structure; manage the daily cash flows into and out of the account. * Coordinate with insurance partner for the fulfillment of the client's insurance needs. * Complete all required regulatory investment reviews on assigned accounts. * Proficient at new business generation. To include referral generation from internal/external CIOs and existing clients. Also meaningful activities that result in new self-sourced clients. Education and Experience: College degree required with at least 5 years previous financial planning and/or investment management experience with direct contact with high-net-worth clients. Required Skills and Knowledge: Deep understanding of complex investments, insurance, tax, trust, and estate planning. Excellent client communication skills, both written and oral are a must. Required Licenses and/or Certifications: Prefer one or more of the following professional designations: CFP, CPWA, CTFA, CPA, CFA, JD. Physical Demands: Extended period(s) of time may be spent viewing a 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. Same day out of city travel is relatively frequent, with quarterly travel out of state for client meetings. 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.

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. 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: Primarily responsible for new business development of prospective clients as well as expanding current relationships with INTRUST Bank's top clients. Responsible for managing all their respective client relationships and comprehensive financial planning. Developing and networking with both internal and external referral sources is also required. Monitors and ensures compliance with applicable regulations. Client Advisors must excel in all the functions of Consumer and Wealth related services. 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 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. • Responsible for solving client/prospect needs with the appropriate financial solutions. • Responsible for understanding and selling the entire suite of Premier Services (e.g., deposit accounts, lines of credit, managed investment accounts, financial planning services, etc.) • Advises clients across their entire balance sheet on investment selection, asset allocation, cash flow analysis, retirement planning, debt management, etc. • Responsible for managing relationships commensurate with knowledge and experience required for role. • Responsible for a book of business that produces an expected level of financial contribution. • Calling on existing and prospect referral sources and centers of influence (both internal and external to develop and further relationships. • Although Client Advisors do not directly manage others, they may be responsible for directing the work activity of others (e.g., account administrators, operations staff, etc.) • Demonstrates the ability to effectively engage other business units across the company in a manner that delivers a high level of customer service and promotes continued deepening of the client relationship. • Responsible for external communications with trust/estate planning attorneys, insurance/brokerage providers, assisted-living facilities, and certified public accountants. Calling on existing and prospect referral sources and centers of influence (both internal & external) is a must. • Represents INTRUST Bank in various civic and community functions to further enhance its Corporate Blueprint image and develop additional business. Education and Experience: Bachelor's degree and 5+ years' experience with primary business development and servicing responsibilities in the financial services industry. Experience selling financial services required. Required Skills and Knowledge: Knowledge and understanding of industry regulations and trends necessary. Position requires needs-based selling and servicing skills. Ability to use good judgment and problem-solving skills, required. Excellent oral and written communication skills are a must. Required Licenses and/or Certifications: Professional designation (CFP ) and/or other licenses desired. Physical Demands: Extended period(s) of time may be spent viewing a 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. Does require some car travel to meet with clients/prospects. 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.

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. * 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: The Banker is responsible for providing excellent customer service, accurately and efficiently processing banker activities and teller transactions for customers, and providing needs based consulting of all bank products and services. 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 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. * Ensure excellent customer satisfaction and service quality according to INTRUST's Character Qualities. * Provide a friendly, accurate, knowledgeable, and professional customer experience. * Proactively identify customers' and prospects' financial needs and recommend all appropriate products and services. * Open and service customers' accounts as needed and proactively communicate with customers to ensure all their financial needs are met. * Uncover lending needs and complete customer loan applications including gathering appropriate documents. * Identify needs-based opportunities for referrals to all areas of the corporation to fully meet customers' financial needs. * Utilize all resources to complete documentation correctly the first time and according to policies and procedures. * Complies with bank operations and security procedures. * Consistent use of good judgment to protect customers and INTRUST Bank; protect the integrity of bank documents and customer confidentiality. * Accurately and efficiently process teller transactions within the limitations of standard bank and teller policies and procedures including scanning work through branch capture in a timely manner. * Complete any other branch-specific responsibilities as assigned. Education and Experience: High School diploma or equivalent is required; some college or higher education preferred. 1-2 years previous experience in customer service or sales preferred. Required Skills and Knowledge: Demonstrated strong consultative and customer service skills, effective communicator, listener and organizational skills. Must be able to utilize multiple Microsoft Office products and web-based applications simultaneously. Required Licenses and/or Certifications: Ability to meet registration qualifications for Nationwide Mortgage Lending System, if not already registered. Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 50 lbs., ability to stoop and bend. 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.

This job posting is anticipated to remain open for 30 days, from 08-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What skills would make you a successful BOA? * Analytical Thinking * Attention to Detail * Adaptability * Conversational Skills * Digital Tool Utilization * Team Collaboration Role Requirements * Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. * Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. * Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. * Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: * Medical and prescription drug coverage, * Health Savings Account and Flexible Spending Account, * Voluntary Benefits (such as accident, hospital indemnity, and critical illness), * Well-being programs (such as the Employee Assistance Program), and * Retirement Plan (if compensated for 1,000 hours of service during the plan year). * In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Application Deadline: 02/26/2026 Address: 1201 Walnut Street Job Family Group: Commercial Sales & Service Must have 10 years or more experience in Treasury Payment Solutions Must have Portfolio Management experience Must be able to collaborate with the Relationship Managers Must have the ability to profile and win new clients Must know Treasury Payment Solutions products Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. Responsibilities: Manages complex client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. Promotes new business opportunities by building client relationships, cross-selling treasury solutions, and leveraging external networks. Coordinates deal closures by collaborating with internal teams, external stakeholders, and clients to ensure agreements are finalized effectively and in compliance with organizational standards. Ensures the accuracy of documentation for cash management services, reviewing service agreements and maintaining compliance with internal policies and guidelines. Proactively resolves discrepancies in client documentation and maturity reports, ensuring records are accurate and risks are mitigated efficiently. Monitors client implementation activities to ensure timely delivery, providing actionable feedback for internal process refinement and improved client experiences. Serves as a subject matter expert to stakeholders, addressing treasury and payment-related challenges, and providing insights to improve processes and solutions. Advises clients on specialized cash flow and liquidity management strategies, offering tailored recommendations to enhance operational efficiency and financial planning. Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 10 years of relevant experience in Sales and treasury management, financial operations or risk management in a corporate or banking environment is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Deep knowledge and technical proficiency gained through extensive education and business experience. Intermediate level of proficiency: Structuring Deals People Management Advanced level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Sales CRM Problem Solving Collaboration Salary: $91,800.00 - $171,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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. 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: Position is responsible for product development activities related to treasury management and commercial banking services, coordinates with management in developing product strategies and managing product roadmaps. Works across the organization and with outside vendors to engage appropriate stakeholders to coordinate product enhancement, development and implementation activities. Serves as sales support for treasury and commercial banking relationship managers including assisting with complex customer implementations. Partners with business units to review product pricing, including proper capture of service charges, and periodic competitive reviews. Position is a subject matter expert for treasury management and commercial banking services to assist in driving continuous product improvement and development, and in supporting the banks commercial customer relationships. 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 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. • This position is responsible for serving as the subject matter expert for commercial solutions and working in collaboration with other divisions of the bank in delivering best in class treasury management, international, and commercial banking solutions. • Responsible for the quality and delivery of new products, features/designs, product strategy and related product vision for treasury management, commercial banking, and international banking, by working closely with management, systems, operations, and project management teams. • In-depth involvement in projects to develop new, and enhance current, treasury management and commercial banking products to help the organization achieve its strategic goals and meet customer needs. • Serves in a key role in the implementation of new or enhanced services working across multiple departments of the bank and with outside vendors. • Involvement in industry events, and with banking industry vendors, to further product knowledge and to remain current on product trends and regulatory changes in the banking and payments industry impacting treasury and commercial products. • Assist the treasury management sales team to provide solutions to complex treasury relationships by understanding customer needs and creating solutions based on the current product offerings, including attending calls or virtual meetings as requested. • Serves as a subject matter expert on complex treasury or commercial customers' onboardings or product implementations and manage escalated customer support needs. • Oversee the account analysis process, including proper application and management of commercial service charges, ensuring revenue capture for current products and supporting monetization of new products and services. • Conduct periodic treasury management, international banking, and commercial banking deposit service charges and competitive reviews, resulting in recommending and implementing pricing changes consistent with business unit pricing strategies. • Develop and maintain documentation related to treasury and commercial banking products and services, including product features and functionality, and technical product considerations, to serve as a resource for general marketing, and complex sales and implementations activities. • Partners closely with management to make sure product initiatives align with the bank's risk and compliance profile. • Performs special projects, and additional duties and responsibilities related to treasury management and commercial banking products and services as required. Education and Experience: Bachelor's degree in business or related field. 5+ years of experience in financial services industry that includes treasury management or commercial banking product development and/or customer support, or related experience. Required Skills and Knowledge: Excellent oral and written communication skills. Possesses a balanced sales and technical aptitude with the ability to communicate complex concepts/solutions to a varied audience. Highly effective organizational and project management skills, strong attention-to-detail, independent, self-motivated with ability to manage multiple priorities in fast-paced environment. Knowledge of federal/state affirmative action and equal employment laws/regulations. Required Licenses and/or Certifications: CTP- Certified Treasury Professional and AAP- Accredited ACH Professional, certification preferred. Physical Demands: Extended period(s) of time may be spent viewing a 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. Travel required. 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.

You will be able to sell direct to customers and solicit customers indirectly through third parties such as realtors, builders, and developers. You will continually identify, develop and maintain proactive and exceptional service-based relationships with retail branches and other clients that can serve as a recurring source of referrals for new mortgage lending opportunities. You will be responsible to develop mortgage lead sources, respond timely to customer inquiries and Bank referrals, analyze borrowers financial and credit data, determine customer financing objectives, advise borrowers of product/pricing policies and guidelines, submit complete applications, help processing team to proactively gather required documentation, and ensure loans are closed within 30 days. Position pays a minimum of 21,000. Position is eligible for additional incentive compensation based on achievement of established incentive goals. The monthly average incentive can range from $0 if no goals are met and can be more than $100.00 if goals are exceeded. Full-time associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more! Part-time associates are eligible for 401(k). Principal Accountabilities: Originate loans based on outside sales activity. Meet minimum funding requirement starting the third full month of employment. Supervise Mortgage Loan Assistant, if one is assigned to you. Maintain high-quality, compliant loan files for loans you originate. Spend 80% or more of time on outside sales activities to generate loans. Regular attendance required, working at the work site during regular business hours and/or assigned hours.