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.

• 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
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework

• 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
• 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

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.