JCBank

Wealth Management Officer, South Central Indiana

JCBank  •  United States (Onsite)  •  3 months ago
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Job Description

Job Type
Full-time
Description

Actively pursues new business for the Wealth Management Department. Seeks opportunities for relationship building with current and potential clients. Assumes responsibility for the administration of investment management and Wealth Management accounts including trusts, estates, guardianships, agencies and retirement plans.


Requirements

  • A Bachelor degree in business, accounting or finance preferred or a minimum of 5 to 10 years related experience.
  • Community banking experience in the areas of trust, brokerage and/or insurance.
JCBank

About JCBank

JCBank has been an independent financial leader since 1900, providing a full range of traditional banking and other relevant services to its customers. JCB is guided by the core values of honesty, encouragement, accountability, respect and teamwork, which are at the HEART of the organization. With convenient locations throughout south-central Indiana, JCBank is committed to delivering extraordinary service to every customer and community we serve.

JCB occasionally shares links to articles we think our followers will find interesting. Please note that any opinions expressed in these articles do not necessarily reflect the opinions of JCBank.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Seymour, Indiana
Year Founded
1900
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