See more Collapse

Investment Executive

1 month ago

Lansing, Michigan, United States Fifth Third Bank Full time

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Achieving sales goals while serving the clients' best interests.
  • Plan and conduct individual and group coaching sessions with retail bank employees.
  • Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
  • Handle daily client needs and problems and prioritize and delegate tasks to resolve.
  • Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
  • Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
  • Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
  • Ability to delegate tasks and follow-through.
  • Prepare necessary internal reports for sales tracking.
  • Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
  • Conduct internal and external seminars to focus on business development and growth.
  • Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
  • Serves as a coach and mentor for licensed bank employees.
  • Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
  • Guide and promote progress toward established goals for team.
  • Recognize and reward achievement of goals.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Prior Brokerage Industry Experience.
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
  • Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
  • Ability to motivate others in a team environment.
  • Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
  • Demonstrated ability to simplify and communicate complex financial concepts.
  • Proven experience in building strong internal and external client relationships.
  • Highly developed knowledge of the securities business, investment products and financial solutions.
  • Highly developed sales and presentation skills.
  • Travel required within assigned territory.
Investment ExecutiveLOCATION -- Michigan City, Indiana 46360

Fifth Third Bank, National Association 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.

We have other current jobs related to this field that you can find below

  • Executive Director

    2 weeks ago

    Lansing, Michigan, United States Common Sail Investment Group Full time

    Executive DirectorLeisure Living Glen Abbey - 445 N Lotz Rd, Canton, MI 48187Full TimePosition Summary:Our mission is all about creating the absolute best experience, with every person, in every interaction, every minute of every day. Employees, residents, families, and visitors are all a part of that experience. The Executive Director is responsible for the...

  • Sales Account Executive

    2 weeks ago

    Lansing, Michigan, United States Elara Caring Full time

    *Why choose Elara Caring?*Excellence, professional development, and winning culture.Whether you are new to health care sales or a seasoned professional, Elara Caring will meet you where you are and invest in your professional journey.*Account Executive*SalesAs a hospice Account Executive, your primary responsibility is generating admissions and growing...

  • Food Service Director

    2 weeks ago

    Lansing, Michigan, United States Creative Dining Services Full time

    Overview GAYLOR ELECTRIC INC. OUR VISION. The HIGHEST PERFORMING NATIONAL CONTRACTOR OF EXCELLENCE, delivering on our Cornerstone of Reliable Resources, Outcomes, and Insights; dedicated to innovation, quality, and our genuine care for people.OUR VALUES . Integrity. Customer Service. Safety. Sales Growth. Teamwork. Return on Investment. Performance....

  • Restaurant Supervisor

    4 weeks ago

    Lansing, Michigan, United States AC Hotel Lansing Full time

    We are hiring a Restaurant Manager.Pay Range: $20-$22Responsibilities:Provide guests and patrons with friendly and professional service, excellent food quality, strong price value and consistency of execution in an attractive, well-maintained environment.Ensure that meals are delivered in a timely fashion with attention to plating, portion and...

  • Vice President, Strategic Growth, Access and Physician Relationships

    2 weeks ago

    Lansing, Michigan, United States Trinity Health Full time

    Employment Type:Full timeShift:Description:POSITION PURPOSEThe Vice President Strategic Growth, Access and Physician Relationships will lead, facilitate and support strategy and other business development initiatives across all health segments and geographies with primary responsibility to help Trinity Health balance and expand its portfolio in both existing...

  • Senior Financial Analyst/Financial Performance Advisor

    2 weeks ago

    Lansing, Michigan, United States Emergent Holdings Full time

    Job DescriptionSUMMARY: Acting as a senior analyst, and go-to person on the team, evaluates financial performance of the Enterprise and Business Segments and makes recommendations for financial performance improvements. Serves as a key leader on the team to develop, implement, and prepare financial performance measurement tools and reports including but not...

  • Dishwasher - Toscana Italian Kitchen and Wine Market

    4 weeks ago

    Lansing, Michigan, United States AC Hotel Lansing Full time

    We are hiring a DishwasherPay scale: $14-$15/Hour.As a Dishwasher, you will: Ensure the cleanliness of all dishware. Carefully wash by hand, and safely and skillfully operate the washing equipment, to thoroughly clean all service ware, cookware and utensils, including polishing stainless and silver ware. Help maintain safety in the kitchen by clearing spills...

  • Prep Cook

    4 weeks ago

    Lansing, Michigan, United States AC Hotel Lansing Full time

    We are hiring PASTRY/PREP Cook'sPay Scale: $16-$20/hour, based on experience. (Must have prior experience making desserts for restaurants and experience with fresh pasta is a plus.)Responsibilities:Prepare desserts and fresh pastas of consistent quality following brand recipe cardsProper Documentation on all food containers with adherence to rotations per...

  • Regional Sales Representative

    1 week ago

    Lansing, Michigan, United States Ivrnet Inc. Full time

    Join our dynamic Sales & Marketing team at Ivrnet and play a pivotal role in driving our comprehensive offering in customer interactions through communications, memberships, and payments in the USA/Canadian markets. As a Regional Sales Representative, you will take ownership of your territory, promoting and selling our innovative software solutions to meet...

  • VP of Marketing Technology Development M3 Group

    2 weeks ago

    Lansing, Michigan, United States Michigan State University Federal Credit Union Full time

    M3 Groupis a fully integrated, digitally focused, strategically driven branding and marketing agency located in Lansing, MI. M3 group is a subsidiary of the Reseda Group, a wholly owned credit union service organization (CUSO) of Michigan State University Federal Credit Union. We help our clients understand their target markets, prioritize efforts, and...

  • Dual Hotel

    4 weeks ago

    Lansing, Michigan, United States AC Hotel Lansing Full time

    We are hiring an operations ManagerPay: 48-52KResponsibilities: Demonstrates and communicates key drivers of guest satisfaction for the brand's target customer. Analyzes service issues and identify trends. Successfully works with department heads to ensure proper processes are being met. Communicates effectively any rising concerns to General Manager to keep...

  • Government Affairs Manager

    2 weeks ago

    Lansing, Michigan, United States Bollinger Motors Full time

    Bollinger Motors is looking for a highly motivated individual to manage the company's government affair efforts. This position plays a significant role in the future expansion and success of the business. You will collaborate closely with various company departments, outside firms and associations, and government officials throughout the country to ensure...

  • District Manager

    2 weeks ago

    Lansing, Michigan, United States Ricoh USA, Inc. Full time

    Position ProfileDrives, leads and develops a sales team of Account Mgrs. to demonstrate customer minded and consultative selling competencies in the sales District. Coaches team to leverage business, account planning, pipeline and opportunity management to achieve objectives. Responsible for driving results through new business development and the expansion...

  • Janitorial Subject Matter Expert

    2 weeks ago

    Lansing, Michigan, United States Jones Lang LaSalle Incorporated Full time

    Janitorial Subject Matter Expert page is loaded Janitorial Subject Matter Expert Apply remote type Remote locations Detroit, MI Sterling Heights, MI Pontiac, MI Waterford, MI Lansing, MI time type Full time posted on Posted 2 Days Ago job requisition id REQ355529 JLL supports the Whole You, personally and professionally.Our people at JLL are shaping the...

  • Physical Therapist

    2 weeks ago

    Lansing, Michigan, United States ARCH PT Full time

    Job Listing OverviewCompany: ARCH Physical TherapyJob Title: Physical TherapistLocation: Lansing, MichiganEmployment Type: Full-TimeExperience: 1+ years; Recent DPT graduates are welcome to joinBonus Opportunity: Qualified Physical Therapist candidates can access a bonus program of up to $5,000About the Company:ARCH Physical Therapy and Sports Medicine is a...

  • Chief Financial Officer

    2 weeks ago

    Lansing, Michigan, United States Charles Stewart Mott Foundation Full time

    Date Posted March 25, 2024Department Administrative GroupAbout Charles Stewart Mott Foundation The Charles Stewart Mott Foundation is a private charitable foundation based in Flint, Michigan, with $3.5 billion in assets. The Foundation's mission is to promote a just, equitable and sustainable society. It was established in 1926 in Flint, Michigan, by C.S....

  • Franchise Marketing Specialist

    2 weeks ago

    Lansing, Michigan, United States ServiceMaster Full time

    Job DescriptionJob DescriptionWe Play to WinBig goals. Big achievements. Big impact. ServiceMaster employs empowered and engaged teams, delivering growth in an ever-evolving world. Our goal is to double in size over the next few years, which means ambition and risk-taking are part of our daily life. If you are tired of the status quo and complacency, join...

  • Marketing Manager

    2 weeks ago

    Lansing, Michigan, United States WORK180 USA Full time

    Who We Are:NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager,...

  • Senior Account Manager

    2 weeks ago

    Lansing, Michigan, United States ICF Full time

    Senior Account Manager, Energy Efficiency ProgramsRemote based out of MichiganReady to make a difference?Come join our team as a Senior Account Manager supporting clean energy programs and under-served communities in Michigan. ICF is seeking a candidate with strong communication skills in the Metro Detroit area to build and manage relationships with building...

  • Software Development Director

    4 weeks ago

    Lansing, Michigan, United States Oracle Full time

    Job DescriptionThe business leader will adapt business needs into tangible direction for the downstream service teams and provide visibility and needed direction upward to the executives within OCI. You will be the principal leader of your roadmap and long term strategy. In partnership with the other Physical Networking leaders, the candidate will align our...