What You'll Do:
In this role, you will partner with the Financial Advisor to manage daily schedules, prepare client materials, and follow up on pending items. You will connect with current and prospective clients to schedule appointments and provide timely support. You will coordinate client events by managing invitations, reservations, refreshments, RSVPs, and follow-up. You will also research and resolve client questions while preparing required compliance reports, including those related to FINRA regulations.
What it Takes:
- Previous sales experience is a plus.
- A relationship-focused approach to serving investment clients.
- Proficiency with Microsoft Word, Excel, Access, and PowerPoint.
- Strong organizational skills, with the ability to manage multiple priorities and follow through on commitments.
- Sound judgment and discretion when handling sensitive and confidential information.
- The ability to thrive in a fast-paced, goal-oriented environment with ongoing deadlines.
- Bilingual/Multilingual
Bonus Points:
What we can offer you:
Medical, dental, vision, STD, LTD, Life insurance, etc.
17 days paid time off, 11 paid holidays, and bereavement leave
Education Assistance Program
Paid Parental Bonding Leave
Wellness benefits
Life event coverage
Service awards
Financial benefits including 401(k) match, stock purchase plan and more
Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping
Logo wear discounts
Free checking account, checks and discounted bank services
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
German American Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (pregnancy, sexual orientation, or gender identity), age (40 or older), national origin, genetic information, veteran status, disability, or any other basis protected by law.
German American is committed to the full inclusion of all qualified individuals. As part of this commitment, if you require reasonable accommodation in completing the application process, interviewing, or completing any pre-employment testing, please direct your inquiries to our Talent Acquisition team at 812-482-0717 or [email protected].
German American employees are required to adhere to laws and regulations applicable to banks and to German American policies and procedures. Applicants should expect to complete necessary pre-employment screening pursuant to these laws, regulations, and policies.
Skills Required
- Proficiency with Microsoft Word, Excel, Access, and PowerPoint
- Strong organizational skills and ability to manage multiple priorities
- Ability to follow through on commitments and meet ongoing deadlines
- Sound judgment and discretion when handling sensitive and confidential information
- Ability to work in a fast-paced, goal-oriented environment
- Relationship-focused approach to serving investment clients
- Previous sales experience
- Bilingual or multilingual ability
What We Do
German American Bancorp is a financial holding company whose banking subsidiary, German American Bank, serves individuals and businesses across Indiana, Kentucky, and Ohio. It offers banking and wealth-management services through a network of local offices; in Columbus and Greater Cincinnati it operates as Heartland Bank, a division of German American Bank. Founded in Jasper, Indiana, the organization emphasizes helping employees, clients, communities, and shareholders thrive.
