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Company: STAR Financial Bank
Location: Fort Wayne
Posted on: January 15, 2022

Job Description:

If you are searching for an employer that provides you with unlimited career growth and development opportunities, look no further! Learn how STAR Financial Bank strives to be the employer of choice in Indiana and truly defines OneTeam.STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions and innovative use of technology for more than 75 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and to our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent.The Investment Officer position is included in a workplace model that allows for a combination of in-office and remote work.As the Investment Officer, essential responsibilities include:

  • Portfolio design and implementation for personal, fiduciary and corporate clients.
  • Establishes, implements, and oversees investment policies for individual, fiduciary and corporate clients.
  • Provides advice to customers on personal investment products and services by counseling them on current market trends and recommending appropriate investment strategies.
  • Manages the bond, equity and fund-oriented investments for individual trust and advisory accounts.
  • Initiates action to affect required purchases and sales of securities.
  • Consults with clients and account administrators in the development and execution of investment strategies.
  • May participate in Private Advisory Investment Committee processes.
  • Maintains up to date familiarity with the investment portfolios in the interest of optimizing client potential.
  • Determines specific customer needs and ensures that appropriate market transactions are executed.
  • Uses fundamental and technical research to arrive at sound and timely investment decisions.
  • Provide coaching and support for direct report associates in addition to other Human Resources responsibilities such as: hiring, firing, disciplinary actions, setting and monitoring annual and quarterly goal, completing timely performance appraisals, and approving merit increases.
  • Cultivate new business and client relationships.
  • Participate in the community through community activities and membership on boards.
  • Cross sells other STAR Financial products and services.Skills Needed
    • Excellent verbal and written communication skills.
    • Discreet with highly confidential information.
    • Strong organizational skills.
    • Strong attention to detail.
    • Demonstrated ability to work independently and in a team.
    • Ability to identify and recommend varying solutions.
    • Proven ability to work with multiple priorities.
    • Highly self motivated with strong interpersonal skills.In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including minimum starting pay of $18.00/hour, in addition to the following;Health Coverage & Wellness
      Life Insurance & Disability Coverage
      Affordable Medical, Vision, Dental
      Short Term Disability (employer paid)
      Flexible Dependent Care Account
      Long Term Disability
      Health Savings Account (with employer contributions)
      Basic Employee Life Insurance
      Prescription Drug Plan
      Voluntary Life/Disability Insurance
      Employee Wellness Initiatives (physical/mental/financial)
      Annual Flu Shots/Wellness Screenings
      Health Management Contribution
      Employee Assistance Program
      Paid Time Off (PTO)
      Financial & Retirement Planning
      Generous Managed Time Off (vacation days, sick days)
      Tuition Reimbursement
      Compassion Care Managed Time Off
      Competitive Pay & Annual Performance Reviews
      Holidays & Float Holidays
      Rewarding incentive/commission plans
      Maternity & Parental Leave
      STAR 401k (Traditional & Roth)
      Bereavement Pay
      401k Employer Match
      Volunteer Time Off
      ** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities.

Keywords: STAR Financial Bank, Fort Wayne , INVESTMENT OFFICER - INDIANAPOLIS/FORT WAYNE, Other , Fort Wayne, Indiana

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