Kansas Works Jobs

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13092635

Description {#description automation="descriptions-title" bind="text: $.t('Opportunity.OpportunityDetail.Description')"}

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 youll 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 youd like to find a place of work where youre 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:Provides top-tier customer service and professional support for escalated and complex questions from internal customers. This includes reviewing external legal documents to determine if they meet bank requirements and re-executing internal bank documentation for error resolution purposes. Audits all deposit account opening documentation and maintenance for accuracy and fidelity. Must have a high degree of knowledge regarding all INTRUST Bank deposit products, related documents, and regulations and keep updated on all government regulations as they pertain to deposit products. 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 INTRUSTs Character Qualities.

Essential Functions:All expectations described in the job descriptions essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

Supports internal customer escalated inquiries by responding to phone calls, service events and emails regarding complex deposit account setups, trust ownership, IRAs, bank regulations, and policies.

Responsible for the handling of deposit accounts with a deceased owner, including system coding, beneficiary notification, and closure/payout of account(s). Reviews internal and external documentation including Power of Attorney, Payable on Death, and Small Estate Affidavit forms. Assists frontline with payout instructions when closing deceased accounts.

Completes transactions on tax-advantaged accounts, including opening Beneficiary IRAs and processing outgoing IRA transfers. Opens Health Savings Accounts and handles multi-account HSA contributions.

Assists with various department functions including, but not limited to new account/maintenance auditing, scanning/processing documents, address corrections/changes, daily/weekly/monthly exception reports/processes.

Ensures accurate tax reporting on deposit accounts, reviewing regular reports and updating the core system when completing tax corrections as needed.

Stays well informed of all rules and regulations governing deposit accounts offered at INTRUST Bank including all checking, savings, CD, IRA, HSA, and safe box products while maintaining a working knowledge of tax documents related to these products.

Interacts with internal customers to expediently resolve account/document errors. Maintains awareness of regulatory timeframes and reconciles errors in a timely manner to minimize bank risk and/or negative customer impact.

Able to work with all internal software programs and product applications to ensure customer support and service levels are met.

Provides backup assistance as needed on multiple department functions and works on various special projects as a