Top 263 Retention representative Jobs in Kansas

Trust Officer
COREFIRST BANK & TRUST —Topeka, KS
- Evenings as needed
- Microsoft Excel
- Microsoft Outlook
- CPA
- Life insurance
Service Technician-CDL
Loram Maintenance of Way —Wichita, KS
- Background check
- DOT physical examination
- Mid-level
Inside Sales Representative
AE Solutions —Olathe, KS
- Full-time
- Mid-level
- Office
- Business development
- Paid holidays
- Health insurance
Quick Apply
Drug & Alcohol Testing Programs Manager
Examinetics Inc —Overland Park, KS
- Office
- Organizational skills
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Northland Liability Unit Manager
Travelers —Overland Park, KS
- $109,300 - $180,200 a year
- 3 years
- High school diploma or GED
- Bachelor's degree
- Wellness program
- Continuing education credits
Wireless Engineering Director
Circet USA —Kansas City, KS
- $120,000 - $191,000 a year
- Full-time
- Finance
- Master's degree
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
Executive Director
Andover Court —Andover, KS
- Full-time
- Sanitation
- 21 years or older
- Bachelor's degree
Quick Apply
12d
Entry Level Sales Representative
Clearwater —Overland Park, KS
- $55,000 - $70,000 a year
- Full-time
- Sales
- No experience needed
- Business development
Quick Apply
Outside Sales Representative
KanEquip Career Opportunities —Solomon, KS
- Extended hours
- Dealership
- Pass drug screening
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
Executive Director
Brookdale Senior Living Inc. —Salina, KS
- $71,500 - $91,080 a year
- Nights as needed
- High school diploma or GED
- Ability to lift 50 pounds
- Driver's License
- Health savings account
- Paid holidays
Quick Apply
Membership Coordinator
Anthony Plumbing, Heating, Cooling & Electric —Lenexa, KS
- From $24 an hour
- Full-time
- Microsoft Outlook
- Sales
- Basic math
- Health insurance
- Dental insurance
Quick Apply
6d
Branch Manager for Door Hardware Distributor
IDN H. Hoffman, Inc —Overland Park, KS
- $50,000 - $65,000 a year
- Full-time
- Background check
- Warehouse
- In-person
- Health insurance
- Dental insurance
Quick Apply
4d
Underwriting Specialist - Retail
Zurich Insurance Company Ltd. —Overland Park, KS
- $75,000 - $125,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Outside Sales Representative
UniFirst —Wichita, KS
- Full-time
- Clean driving record
- Driver's License
- Driving
- Fuel card
- Paid holidays
Leasing Manager
PeakMade Real Estate —Olathe, KS
- Weekends as needed
- Mid-level
- High school diploma or GED
- Recruiting
- Paid parental leave
- Paid time off
Quick Apply
Client Relations Executive
CVS Health —Kansas
- $54,400 - $126,582 a year
- Weekends as needed
- Remote
- High school diploma or GED
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Customer Relations Representative - State Farm Agent Team Member
Shaun Reeves - State Farm Agent —Overland Park, KS
- $35,000 - $60,000 a year
- Full-time
- Hybrid work
- Communication skills
- Marketing
- Entry level
- Health insurance
- Paid time off
Quick Apply
Customer Service Representative - Wichita
Trane Technologies —Wichita, KS
- $80,560 - $104,500 a year
- Extended hours
- Clean driving record
- Microsoft Excel
- Writing skills
Circulation Call Center Representative
CherryRoad Tech Inc —Hutchinson, KS
- $15 an hour
- Weekends as needed
- Computer literacy
- High school diploma or GED
- Computer skills
- Paid holidays
- Health insurance
Account Manager II
CorVel Corporation —Overland Park, KS
- $70,276 - $116,942 a year
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Analysis skills
- Health savings account
- Disability insurance
Quick Apply

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Trust Officer

COREFIRST BANK & TRUST -
Topeka, KS

Apply Now

Job Details

Benefits

Life insurance

Qualifications

Investment
Customer communication
Microsoft Excel
Customer relationship building
Microsoft Outlook
Professional ethics
Presentations for conferences or internal meetings
Providing information to customers
Client relationship development
Schedule management
Client retention
Financial concepts
Community relationship building
Financial compliance
Wills, trusts & estate law

Full Job Description

Description:

Hours: 8:00 am to 5:00 pm Monday through Friday; other hours as needed

Location: Headquarters

3035 SW Topeka Blvd. Topeka, KS 66611

Role:

Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of customer relationships by providing consistently high-quality customer service, community involvement and relationships with referral sources and centers of influence. Trust Officers contribute to the profitability and growth of CoreFirst Bank & Trust by meeting customer needs through referring consumer and business banking products to new and existing customers according to our mission statement and performance objectives.

Apply: www.corefirstbank.com/careers

Essential Functions & Responsibilities:

Administers personal trust, investment agency accounts, and probate accounts
Develops new business by personally calling on customers, prospects, and centers of influence to achieve profitable volume in the following trust functions:
Personal trust accounts (Living and Testimentary)
Agency Accounts (Custodial and Investment Management)
Probate Estates
Conservatorships
Maintains and monitors for maximum profitability consistent with quality service, fee schedules of specific accounts, and various types of business
Reviews and recommends acceptance or rejection of various types of trust business
Is active in the community, serving on boards, public speaking, and maintaining relations with CPA firms, law firms, and life insurance agencies
Plans and implements seminars, workshops, and other events to generate profitable trust business
Attends the following committee meetings:
Trust Investment Committee
Board of Directors, Trust Committee
Trust Staff

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements:

Experience: Three to five years of trust or related sales, or financial, or legal services experience required

Education: Bachelor’s or Master’s Degree required. Strong preference for JD, CPA or another industry-specific credential

Skills & Abilities:

Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
Strong ability in CoreFirst Bank & Trust Competencies: Customer Focus, Compliance, Ethics, Perseverance, and Time Management
Proficiency in using Microsoft Office, Word, Excel and Outlook
Work must be completed with quality and accuracy
Strong time management skills: Must be able to handle multiple projects and tasks, and follow through in a timely manner
Demonstrate ability to attract and retain trust and investment customers
Ability to write routine reports and business communications
Ability to effectively present information and respond to questions from customers, employees, and management
Understanding of basic investment and financial concepts
Maintain a general knowledge of trust law, income and estate taxes in investments and insurance products

Competencies: Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability.

Interpersonal Skills:

A significant level of personal trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department. Diplomacy, courtesy, and tact is required. Demonstrated ability to foster sound professional relationships with customers and management is necessary.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk and listen to customers and other employees. Physical activities include a combination of constant sitting, constant hand motion, and occasional standing/walking. These activities are not necessarily performed to the same degree and combination every day.

Travel: Travel is negligible, primarily local during the business day, although some local evening and weekend travel may be expected.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.

Other:

Applicants must pass a drug screen and background checks
Internal applicants must be meeting the minimum requirements of their current job, advise their manager/ supervisor they are applying and submit a resume via the employee portal

CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

#ZR

Apply Now

Refine Your Search

retention representative jobs in kansas

Trust Officer

Service Technician-CDL

Inside Sales Representative

Drug & Alcohol Testing Programs Manager

Northland Liability Unit Manager

Wireless Engineering Director

Executive Director

Entry Level Sales Representative

Outside Sales Representative

Executive Director

Membership Coordinator

Branch Manager for Door Hardware Distributor

Underwriting Specialist - Retail

Outside Sales Representative

Leasing Manager

Client Relations Executive

Customer Relations Representative - State Farm Agent Team Member

Customer Service Representative - Wichita

Circulation Call Center Representative

Account Manager II

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