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Investment Executive

2 months ago

Chicago, Illinois, United States Fifth Third Full time
Job Summary

We are seeking a highly motivated and experienced Investment Executive to join our team at Fifth Third Bank. As a key member of our sales team, you will be responsible for driving sales growth and delivering exceptional client experiences.

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
  • Handle daily client needs and problems, prioritizing and delegating tasks to resolve
  • Maintain comprehensive knowledge of all financial products through self-study and industry research
Requirements
  • Prior brokerage industry experience and relevant licenses (Series 7, 66, etc.)
  • Strong sales and presentation skills, with ability to motivate others in a team environment
  • Highly developed knowledge of the securities business, investment products, and financial solutions
  • Ability to transfer knowledge through coaching and teaching skills
About Fifth Third Bank

Fifth Third Bank is a leading financial institution committed to delivering exceptional client experiences and driving growth through innovation and expertise. We offer a dynamic and inclusive work environment, with opportunities for professional development and career advancement.