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Investment Executive
2 months ago
Unlock Your Potential in Banking
We're seeking a highly motivated and experienced professional to join our team as an Investment Executive. As a key member of our organization, you will be responsible for driving sales growth, coaching and developing a team of licensed retail bankers, and delivering exceptional client experiences.
Key Responsibilities:
- Sales and Business Development: Achieve targeted sales goals while serving clients' best interests, identifying and pursuing new business opportunities, and building strong relationships with internal and external clients.
- Coaching and Development: Plan and conduct individual and group coaching sessions with retail bank employees, develop and conduct client meetings to review existing accounts and close sales, and provide ongoing training and support to ensure team members have the skills and knowledge needed to succeed.
- Client Management: Handle daily client needs and problems, prioritize and delegate tasks to resolve, and maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
- Team Leadership: Manage sales planning for self and team, drive sales, and achieve designated goals, client experience, and financial results. Coordinate and communicate with team on a daily basis to ensure accurate completion of accountabilities.
- Professional Development: Maintain a thorough understanding of the securities business, investment products, and financial solutions, and stay up-to-date on industry trends and best practices.
Requirements:
- Prior brokerage industry experience and relevant licenses (Series 7, 66, 63, and 65, and state required insurance licenses).
- Motivated by commission sales, recognition programs, and internal sales competition among coworkers.
- Ability to motivate others in a team environment, transfer knowledge through coaching and teaching skills, and 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, and highly developed sales and presentation skills.
About Us:
Fifth Third Bank, National Association is a leading financial institution committed to promoting and ensuring equal employment opportunity in all employment decisions. We value diversity, equity, and inclusion and strive to create a workplace where everyone feels welcome and empowered to succeed.