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Investment Executive

2 months ago

Naples, Florida, United States Fifth Third Bank Full time

Job Summary:

We are seeking a highly motivated and experienced Investment Executive to join our team at Fifth Third Bank. As an Investment Executive, you will be responsible for leading a team of licensed retail bankers and driving sales of full range of securities products.

Key Responsibilities:

  • Lead a team of licensed retail bankers to 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 to identify potential clients and provide 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.
  • Achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential Duties and Responsibilities:

  • Achieve 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.