INTRUST Bank jobs - 102 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. 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 Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for leading the market to ensure the delivery of an exceptional client experience and focusing on achieving sustainable, responsible growth through operational excellence and risk management. Key responsibilities include building a culture of excellence by recruiting, developing, and retaining top talent in an environment that is inclusive and supportive of all employees. Job expectations include establishing enterprise-wide relationships and protecting the bank's brand internally and externally. Responsibilities: Develops and executes a market growth plan to increase profitability and drive sustainable responsible growth Recruits, coaches, and retains high-performing talent and leads a culture of diversity, inclusion, and respect Holds Advisors accountable for providing an exceptional client experience Fosters and leverages relationships to ensure coordinated delivery of the enterprise's full capabilities and offerings to clients by collaborating across all channels and product groups in the client's best interest Establishes a risk culture and ensures all team members are protecting the interests of the firm, while enhancing the client experience Manages the market Profit and Loss with a focus on revenue growth and return for shareholders Represents the firm in the community to increase brand visibility and enhance new and existing business opportunities Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I goals. Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations. Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success. Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization. People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance. Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability. Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs. Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage. Skills: Business Acumen Coaching Decision Making Drives Engagement Executive Presence Conflict Management Customer and Client Focus Inclusive Leadership Relationship Building Risk Management Emotional Intelligence Leadership Development Performance Management Process Effectiveness Recruiting Licenses: Required - SIE, S7, S9, S10, S66 or S65 & S63 Preferred - S3, S31 Shift: 1st shift (United States of America) Hours Per Week: 40

At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals. We are currently seeking a Data Analyst to join our team in Wichita, KS. As a Data Analyst, you'll transform raw data into actionable insights, working cross-functionally to guide strategy, optimize performance, and drive business growth. This role will work on-site in Wichita, KS with hybrid scheduling. A successful candidate will have: * Confident and articulate communications skills * Initiative to solve problems with a strong work ethic * Ability to manage and prioritize tasks to meet project deadlines * Problem resolution, critical and analytical thinking skills * Strong attention to detail * The ability to work both independently and collaboratively * An understanding of database design, techniques for data mining and data models * The ability to translate business requirements into data needs * The ability to treat highly confidential information with utmost urgency * An understanding of and commitment to our values Essential functions of the role: * Data Collection & Preparation: Gather, cleanse, integrate, and model data from diverse sources, ensuring quality and scalability * Analysis & Problem Solving: Proactively mine data, run statistical tests or regressions, identify trends, outliers, and problem areas that impact KPIs * Dashboards & Reporting: Build and maintain interactive Power BI dashboards and generate regular reports with clear, compelling visualizations * Stakeholder Collaboration: Work with business leads and cross-functional teams to understand data needs, define metrics, translate insights into strategic recommendation * Analytics storytelling: Translate complex analytical findings into clear, compelling narratives and visualizations tailored for non-technical stakeholders to support data-informed decision-making Other duties as assigned within the scope of the role Requirements * Bachelor's degree in quantitative field or business degree, or level of education that, together with industry experience, enables the applicant to meet the job requirements * Experience with a BI visualization tools such as Tableau or PowerBI is required * Experience with Python or PySpark is preferred * Familiarity with Azure cloud environment is preferred * Experience with Sharepoint is preferred * Strong analytical and problem-solving skills, with the ability to translate data into actionable insights * Excellent communication and presentation skills, with the ability to convey technical concepts to non-technical audiences Benefits In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates! At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. To learn more, please visit our website at ******************** Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace. Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

At Emprise Bank, everything we do is focused on advancing the neighborhoods, businesses, and people in our communities. We proudly work to provide extraordinary customer service and products to help our customers achieve their goals. We are currently seeking a Digital Expert to join our Customer Experience team in Wichita, KS. As a Digital Expert in our Contact Center, you will have the opportunity be responsible for customer service, digital support functions, and product promotion. A successful candidate will have: * Exemplary customer service experience * Confident and articulate communications skills * Initiative and strong work ethic * Problem resolution skills * Strong attention to detail * An understanding of and commitment to our values * Attitude and aptitude to engage in continuous development Essential functions of the role: Customer Experience * Engage customers in an experience that is relevant across all touchpoints and communication methods * Present enterprising digital resolutions to customer inquiries using all relative channels and technology * Partner and develop effective relationships with customers partners and teammates * Display courtesy and sensitivity while managing difficult or emotional customer situations and escalate as needed * Professionally provide one call resolution by assisting customers and potential customers Digital Support Functions * Display advanced knowledge of digital products and services including explaining product features and benefits * Respond to customer requests including routine to complex digital inquiries, including maintenance of and support for digital products and services * Mitigate customer and bank risk when making decisions by using available resources and follow up with appropriate parties * Monitor all digital support communication channels to meet customer experience expectations Product Promotion * Demonstrate a commitment to the Emprise sales philosophy * Promote products and services across all channel deliveries to meet performance goals * Leverage referrals and partnerships across the bank to fulfill identified financial opportunities * Participate in ongoing education and training of products, services, and digital capabilities * Report and communicate sales performance frequently * Other duties as assigned within the scope and responsibility of the job Requirements * High School Diploma or GED * Customer service experience required * Bank experience preferred * Sales experience preferred * Proficiency with large server based applications and typical desktop software Hours: 40 hours - any shift during that time Monday - Friday: 7:30 AM - 8:05 PM (hours will vary) Saturday: 8:30 AM - 2:00 PM (Rotating) Benefits In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates! At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. To learn more, please visit our website at ******************** Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace. Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals. The Emprise Embedded Solutions Analyst is responsible for capability ownership and strategy, program enablement and technical integration, operational support and risk mitigation, and cross-functional collaboration. This role ensures the bank's infrastructure, processes, and oversight mechanisms are scalable, standardized, and aligned with regulatory requirements and partner expectations. This position is eligible for a Hybrid schedule in Wichita, KS; Kansas City, MO; Omaha, NE; Sioux Falls, SD; and their surrounding areas. Remote in Oklahoma, Utah, and Texas. A successful candidate will have: A systems mindset, with the ability to think both strategically and analytically High drive, accountability, and the ability to manage multiple, competing priorities High learning agility to quickly understand business context A consultative mindset with the ability to diagnose needs, use qualitative and quantitative data to co-create solutions, and transition ownership back to functional teams Comfort operating in evolving, ambiguous environments and creating structure where none exists Familiarity with fintech, embedded banking, and partner ecosystems Confident and articulate communication skills Attitude and aptitude to engage in continuous development and learning An understating of and commitment to our values Essential functions of the role: Capability Ownership & Strategy Maintain an accurate inventory of assigned capabilities and assigned resource owners. Ensure capabilities adhere to guiding principles: scalable, standardized, bank-driven, and data-centric. Identify and communicate issues, gaps, and priorities to Emprise Embedded Leadership, providing regular updates. Program Enablement & Technical Integration Align capabilities with the appropriate maturity level for card programs in development and implementation. Coordinate with capability owners to ensure readiness for program launch and scalability. Operational Support & Risk Mitigation Monitor, support, and educate operational teams on program requirements to ensure alignment and scalability. Collaborate with enterprise risk teams to develop comprehensive oversight plans that include necessary capabilities and resources. Cross-Functional Collaboration Facilitate workshops and meetings to align stakeholders on capability requirements, maturation plans, and implementation timelines. Act as a liaison between operational teams, business owners, technical teams, and external partners to ensure seamless execution. Demonstrate the ability to ask critical questions and constructively challenge peers to drive capability growth and maturity. Other duties as assigned within the scope and responsibility of the job Requirements Bachelor's degree or level of education that, together with industry experience, enables the applicant to meet the job requirements 3 years' experience in embedded banking, payment systems architecture, and settlement processes Hands-on experience with payment platforms and rails (e.g., ACH, wire transfers, card processing, and card platforms) Experience mapping processes and designing scalable solutions across multiple functional areas (operations, compliance, finance, technology) Familiarity with regulatory frameworks and risk management practices. Proficiency with large server-based applications and typical desktop software, such as Microsoft Office Suite, ClickUp, and dashboard/reporting tools. Benefits In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. To learn more, please visit our website at ******************** Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace. Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals. The Maintenance Engineer II is responsible for maintenance work within the property management function. This position is responsible for Facility, Equipment and Energy Maintenance and Administration. A successful candidate will have: Strong communication skills A service-oriented mindset and proven sense of dependability Self-motivation and initiative The ability to effectively build and maintain relationships with Emprise employees, vendors, and professional contacts An understanding of and commitment to our values Essential functions of the role: Facility Maintenance Ensure that all bank facilities are maintained in the highest of standards in their operation Assist with facility inspections Perform day-to-day maintenance at multiple locations and respond to emergency maintenance requests as required Develop a preventative maintenance program for each location; inform Property Manager of any major building related repairs that concern structure, grounds or HVAC Work with other maintenance staff regarding necessary modifications and partner with third party vendors as required Follow proper safety procedures Equipment Maintenance Ensure that necessary tools, equipment and supplies are in good working condition and available for completion of work Order stock or special supplies and equipment as approved by Property Manager Operate vehicles and mobile equipment related to maintenance work, and keep vehicles in good working order Energy Maintenance Follow approved energy maintenance strategies Monitor time clock settings to optimize schedule Install, maintain, repair and modify equipment and machines to ensure that machines continue to run smoothly and building systems operate efficiently Identify resource needs, review with appropriate management staff and implement improvements Administration Read and interpret work orders, email requests and supply instructions Update maintenance logs; record and prepare reports of work performed for branches Track invoices and code them for accounting purposes; submit expense form for credit card payments to Property Manager Communicate unsafe conditions or accidents/injuries to supervisor Other duties as assigned within the scope and responsibility of the job. Requirements High School Diploma or GED Five to eight years related work experience Proficiency with large server-based applications and typical desktop software Valid Kansas driver's license Hours: 40 hours per week Monday - Friday: 7:50AM - 4:20PM Benefits In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. To learn more, please visit our website at ******************** Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace. Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

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.

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 Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

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.

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 * 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.

At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals. The Commercial, Wealth, & Technology (CWT) Business Manager is responsible for driving organizational efficiency, accountability, and communication across the CWT business unit. This role partners closely with the EVP of CWT and other senior leaders to lead organizational operating rhythms, enhance performance visibility, and steward culture while enabling strategic execution and alignment. A successful candidate will have: The drive to take on new opportunities and tough challenges with a sense of urgency and a can-do attitude Experience providing direction, delegating, and removing obstacles to get work done Demonstrated ability to anticipate and balance the needs of multiple stakeholders The ability to effectively build and maintain relationships with Emprise associates, vendors, and professional contacts An attitude and aptitude of continuous improvement An understanding of and commitment to our values Essential functions of the role: Leadership & Organizational Cadence Define and administer CWT operating rhythms and organizational cadence designed to enhance efficiency, accountability, and alignment across the business unit. Coordinate CWT staff and senior leadership meeting design, agendas, purpose, and outcomes. Act as a thought partner to the EVP and CWT leadership team on product roadmaps, bank priorities, and growth opportunities. Accountability & Performance Management Identify, capture, and manage organizational priorities and actions, ensuring closed-loop execution and accountability. Oversee organizational updates and weekly progress reporting, including consolidated reports for the EVP level. Collaborate with Data & AI and CWT leaders to develop reporting tools and dashboards that measure organizational performance. Strategic Projects & Execution Lead time-sensitive, high-impact projects that cut across the business unit and require swift execution with clear accountability. Serve as the primary point of integration for CWT leadership during annual strategic planning and budgeting processes. Develop materials and positioning for board meetings, regulatory interactions, or key partner updates. Communication & Culture Develop executive materials, summaries, and key updates in partnership with the EVP, CWT. Develop and manage communication across the business unit in collaboration with the EVP and Employee Communications. Help steward culture within CWT by fostering connectedness, alignment, and clear communication channels. Other duties as assigned within the scope and responsibility of the job Requirements Bachelor's degree or level of education that, together with industry experience, enables the applicant to meet the job requirements. 5-10+ years of experience in program delivery, implementations, or product enablement within financial services, payments, or fintech. Strong knowledge of sponsor bank partnership models, payments ecosystems, card networks, processors, and regulatory/compliance requirements. Exceptional leadership, stakeholder management, and communication skills. Experience building scalable frameworks and driving process automation. Proficiency with larger server-based applications and typical desktop software. Benefits In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. To learn more, please visit our website at ******************** Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace. Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals. We are currently seeking a Part Time Bank Teller to join our Augusta team. As a Teller, you will have the opportunity to work in a professional environment while having direct contact with our valued customers. As a trusted customer adviser and product expert, you will be able to recommend products and services to provide a better banking experience for our customers. A successful candidate will have: Exemplary customer service experience Confident and articulate communications skills Initiative and strong work ethic Problem resolution skills Strong attention to detail An understanding of and commitment to our values Attitude and aptitude to engage in continuous development Essential functions of the role: Process everyday banking transactions for our customers Monitor and maintain accuracy of own transactions and record keeping Develop trusted relationships with branch customers, partners, and teammates Recommend products and services to our customers Complying with bank operational and security procedures Complete any additional branch-specific responsibilities as assigned Requirements High school diploma or equivalent required 1+ years of previous customer service experience preferred Proficiency with Microsoft Office products preferred Hours: (20-29 hours per week) Monday - Friday: 7:45am-1:00pm (hours will vary) Saturday: 8:45am-12:15pm (rotating) Benefits In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. To learn more, please visit our website at ******************** Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace. Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.

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.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics Required Qualifications: * A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. * This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive related work experience. * Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. * Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. * Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. Desired Qualifications: * Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. * A graduate degree such as MBA or JD preferred * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills: Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you: Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through effective communication and collaboration. Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Weekly Schedule: Monday thru Friday, some Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40

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.

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.

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.