Kole Parker

•Provide account servicing to existing INTRUST Financial Services clients with brokerage or direct-business relationships.

•Refer clients Financial Advisor I’s and II’s when financial planning/advisory conversations are appropriate.

•Discuss investment product solution (e.g., mutual funds, annuities, and fixed income products) with customers based upon best interest standard when an advisory solution is not applicable/appropriate.

• Responsible for helpline support via phone to banking centers in all markets in regards to systems, procedures, and process.

• Follows established procedures to mitigate risk/losses and identify potential fraud when opening, preforming maintenance, or assisting with access to a safe deposit box.

•Assist in reviewing invoices and entry into invoicing system for review by Senior Manager.

• Mentored new hires, resulting in stronger staff development and increased productivity.
• Create and adjust resources, schedules, and processes to adapt trainings for different circumstances and trainees.
• Prepare New Hires for the most common calls using several methods including lectures and role play.
• Maintain constant communication between multiple departments and supervisors to create an optimal training environment for new hires.

• Expand customer relationships through needs-based conversations and offering appropriate products and services.

• Follow established procedures to prevent losses and identify potential fraud.

• Recommend design changes for all digital products based on employee and customer feedback.

• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Developed and maintained strong customer relationships, providing exceptional service and advice.
• Educated customers on features and benefits of banking products and services.

• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Identified sales opportunities and referred customers to branch partners in financial services.