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Investment Executive

2 months ago

Chicago, Illinois, United States Fifth Third Bank, N.A. Full time
Job Title: Investment Executive

At Fifth Third Bank, N.A., we're committed to making banking a better experience for our customers. As an Investment Executive, you'll play a key role in helping us achieve this goal.

Job Summary:

We're seeking a highly motivated and experienced Investment Executive to join our team. In this role, you'll be responsible for leading a team of licensed retail bankers, coaching and training them to achieve sales goals and provide exceptional customer service.

Key Responsibilities:
  • Lead a team of licensed retail bankers to achieve sales goals and provide exceptional customer service
  • Coach and train team members to develop their skills and knowledge in investment strategies and product solutions
  • Conduct solo and joint appointments with bankers to identify potential clients and provide solutions that align with client needs and financial goals
  • Maintain a strong presence within the bank to develop relationships and credibility with internal and external clients
  • Responsible for risk management and ensuring that actions and behaviors drive a positive customer experience
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
  • Ability to motivate others in a team environment and transfer knowledge through coaching and teaching skills
About Us:

Fifth Third Bank, N.A. is a leading financial institution committed to providing exceptional customer service and innovative financial solutions. We're proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions.