Investment Sales Assistant
German American Bank
Investment Sales Assistant
German American Bank
Banking, investments, and wealth management services
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.
Bonus Points:
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
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.
Banking, investments, and wealth management services
German American Bank provides banking, investments, and wealth management services to individuals, families, and businesses in Southern Indiana, Kentucky, and Ohio. Local branches and bankers offer checking and savings accounts, loans, investments, and wealth guidance to help customers manage money and plan for the future. The bank differentiates itself as a long-standing regional community bank with deep local roots, prioritizing integrity, responsive service, and close client relationships, as well as community involvement. Its goal is to help people and businesses prosper and improve quality of life by delivering practical financial solutions and reliable service.
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