Investment Executive

7 days ago


Wixom, Michigan, United States Fifth Third Bancorp Full time
Job Title: Investment Executive

Fifth Third Bank, National Association is seeking a highly motivated and experienced Investment Executive to join our team. As an Investment Executive, you will be responsible for providing exceptional client service and driving sales growth in our retail banking division.

Key Responsibilities:
  • Develop and execute sales strategies to achieve targeted securities fee income goals
  • Coach and train licensed retail bankers on investment strategies and product solutions
  • 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
Requirements:
  • Prior brokerage industry experience
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses
  • 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

Fifth Third Bank, National Association is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity and promotes equal opportunities for all employees.



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