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Results based on filters ( 5 jobs found )

Customer Service Specialist

German American Bank
Westerville, OH
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86469152 293254002 Job Customer Service Specialist Overview: As a Customer ...
Details
Summary
About the job:
Service Specialist, you will be the first friendly person that greets clients and assists them with their banking needs. This role offers a great insight into the world of banking, insurance, and wealth management to build a foundation for a career in financial services. What You'll Do: Day in the Life - Every day you will work face-to-face with clients in the branch location, manage a cash drawer, assist clients and team members, uncover needs, and educate clients on German American products and services. You will...
Location:
Westerville, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
OhioMeansJobs.com
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Wealth Advisory Administrative Assistant

German American Bank
Columbus, OH
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85886032 293065595 Job Wealth Advisory Administrative Assistant Overview: ...
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Summary
About the job:
Our Wealth Advisory group is looking for a Wealth Advisory Administrative Assistant who thrives on supporting client relationships, managing account documentation, and staying on top of all the little things that keep us running smoothly. This role is essential to the success of our client experience-from onboarding new relationships to preparing for committee meetings and keeping trust documentation current. You'll be the go-to person for administrative coordination and a trusted partner to our Wealth Advisors and...
Location:
Columbus, OH
Job Type:
Full-Time
Permanent
Occupation:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
OhioMeansJobs.com
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

Portfolio Manager

German American Bank
Columbus, OH
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83690896_2 292982106 Job Portfolio Manager Overview As our Portfolio ...
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Summary
About the job:
Manager, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping provide research and analysis on investments in equities and fixed income. To thrive in this role you must have an aptitude for working with investment portfolios and proven experience presenting complicated financial information, both written and verbal. What You'll Do: The Daily Grind -...
Location:
Columbus, OH
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
OhioMeansJobs.com
Certifications / Licenses:
Chartered Financial Analyst
Certified Financial Planner
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

Retirement Specialist

German American Bank
Columbus, OH
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83690897_2 292982111 Job Retirement Specialist Summary of Duties and ...
Details
Summary
About the job:
Responsibilities: As a Retirement Specialist, you'll manage financial data and proposal work for individual and institutional client offerings, assist with individual and institutional client relationship management, prepare benchmarking reports and assist financial advisors with prospecting tools. You will also schedule, develop content and conduct retirement and investment focused meetings to educate clients and their associates on various retirement services and best practices. What You'll Do: A Day in the Life - Your...
Location:
Columbus, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
OhioMeansJobs.com
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
5
Workplace Documents
4
apply
Detailed Job Information

Financial Center Manager

German American Bank
Westerville, OH
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85671751 292965484 Job Financial Center Manager Overview: As a Financial ...
Details
Summary
About the job:
Center Manager, you bring a wealth of experience in sales leadership, demonstrating a proven track record in business growth, team building, and talent development. Your ability to foster collaborations across the various lines of business and in the community sets you apart. With an entrepreneurial mindset, you excel in developing and executing operational plans, optimizing team performance, managing resources, and ensuring regulatory compliance. What You'll Do: Day in the Life - Every day you will lead the growth of...
Location:
Westerville, OH
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
OhioMeansJobs.com
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information
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