Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
SUPERVISORY RESPONSIBILITIES: None
SUMMARY:
The Investment Executive will provide exceptional service and investment product knowledge to new and existing customers and prospects.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Deliver the highest caliber services to clients by answering general inquiries
- Provide investment sales and recommendations based on client objectives and suitability
- Conduct sales practices in compliance with all securities, insurance, and banking laws, rules, and regulations
- Prepare an annual business plan including sales goals and marketing
- Coach, mentor, and help train retail associates for referrals
- Use Connections for tracking referrals and prospects
- Fulfill all continuing education requirements to keep all required licenses current
- Provide reports to branch for referral follow-up and actual sales vs model goals
- Prepare sales presentations using only approved literature, proposals, research, and stationery
- Maintain client files, records, and data, including comprehensive financial profile
- Submit all client correspondence and marketing materials for compliance approval before use
- Check all daily paperwork for completeness and accuracy
- Follow-up to all inquiries for service or information within 24 hours
- Profile clients to seek and anticipate all financial needs and bring in other associates for expertise in other areas
- Submit all requests for staffing, equipment and expenses to OSJ for pre-approval.
KNOWLEDGE, SKILLS, & ABILITIES:
- Self-motivated, with excellent client relationship management skills
- Superior presentation, written, and communication skills
- Excellent organizational skills with the ability to handle multiple priorities
- Detail-oriented with strong follow-up skills
- Proficient use of Microsoft Office for word processing, spreadsheets, presentations/graphics, and Outlook
MINIMUM REQUIREMENTS:
- 3 – 5 years of experience in financial services sales position or equivalent.
- Series 7, 63 and 65 or 66 and state life and health insurance license required.
- Bachelor’s degree or equivalent related experience. An advanced degree or designation is strongly preferred.
What do I do now?
- Apply with us!
- Refer this opening to others!
Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at [email protected].
Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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What We Do
Centier is Indiana’s largest private family-owned bank. Since 1895, the Schrage family has built a legacy of success that extends throughout the communities it serves. As a family-owned bank, Centier stands firmly behind its “Not For Sale” promise, pledging to the families, businesses, and communities of Indiana that it will continue to preserve independent, hometown banking in Indiana for generations to come.
Centier Bank is home to a unique tradition of service. At Centier, we have a passion for service to each other and to our communities. Ready to join the Centier family? We are currently accepting applications from individuals interested in a career with Centier. We’re looking for business professionals who are seeking career enhancement, longevity, and have an affinity for world-class service.
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