Investment Executive

2 weeks ago

Mason, 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 them in 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 DUTIESAND 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 Executive

LOCATION -- Jackson, Michigan 49202

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.

  • Foundation Grants Manager

    1 week ago

    Mason, Michigan, United States Dart Container Full time

    The mission of the Dart Foundation is to support organizations and projects that improve the quality of life in the communities we serve. We invest in local initiatives to provide aid and services for those who need it most.About the RoleWe are seeking a highly skilled Foundation Grants Administrator to join our team. As a key member of our team, you will be...

  • Human Resources Co

    4 weeks ago

    Mason, United States Vega Americas Full time

    VEGA is seeking an HR Co-Op for the Spring 2025 semester to support our Human Resources department with a strong focus on HR-related projects. In this role, you will gain hands-on experience by working on a variety of HR projects and initiatives, including employee engagement, onboarding, and process improvement projects. You will collaborate with HR team...

  • Director, Client

    1 month ago

    Mason, United States EVERSANA Full time

    At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We’re fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve...

  • PT Sales Associate

    4 months ago

    Mason, United States The Lovesac Company Full time

    Job Details Job Location Deerfield Town Center - Mason, OH Position Type Part Time Education Level High School Salary Range $15.00 - $15.75 Hourly Travel Percentage Negligible Job Shift Any Job Category Sales Description We LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac...

  • PT Sales Associate

    5 months ago

    Mason, United States Lovesac Full time

    Job DetailsJob Location Deerfield Town Center - Mason, OH Position Type Part Time Education Level High School Salary Range $15.00 - $15.75 Hourly Travel Percentage Negligible Job Shift Any Job Category Sales DescriptionWe LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac...

  • Manager, Program Management

    1 month ago

    Mason, United States EVERSANA Full time

    At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We’re fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve...

  • Stylist

    4 weeks ago

    mason city, United States Ulta Beauty, Inc. Full time

    ‎ :   We consider applications for this position on an ongoing basis. OVERVIEW: Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry’s most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belonging—even as...

  • Ulta Beauty, Inc. | Stylist | mason city, ia

    3 weeks ago

    mason city, United States Ulta Beauty, Inc. Full time

    ‎ :   We consider applications for this position on an ongoing basis. OVERVIEW: Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry’s most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belonging—even as...

  • Ulta Beauty, Inc. | Stylist | mason city, ia

    3 weeks ago

    mason city, United States Ulta Beauty, Inc. Full time

    ‎ :   We consider applications for this position on an ongoing basis. OVERVIEW: Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry’s most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belonging—even as...

  • Stylist

    4 weeks ago

    Mason City, United States Ulta Beauty, Inc. Full time

    ‎ :   We consider applications for this position on an ongoing basis. OVERVIEW: Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry’s most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belonging—even as...

  • Stylist

    3 weeks ago

    Mason City, IA, United States Ulta Beauty, Inc. Full time

    ‎ : We consider applications for this position on an ongoing basis. OVERVIEW: Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry’s most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belonging —even as...

  • Stylist

    3 weeks ago

    Mason City, IA, United States Ulta Beauty, Inc. Full time

    ‎ : We consider applications for this position on an ongoing basis. OVERVIEW: Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry’s most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belonging —even as...

  • Stylist

    3 weeks ago

    Mason City, IA, United States Ulta Beauty, Inc. Full time

    ‎ :   We consider applications for this position on an ongoing basis. OVERVIEW: Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry’s most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belonging—even as...