Investment Executive

Fifth Third Bank, N.A.; Atlanta (GA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic leader to coach and develop a team of licensed retail bankers. This role involves achieving sales goals while ensuring a positive client experience. You will be responsible for training bankers on investment strategies, managing client relationships, and driving sales results. With a focus on building strong internal and external connections, you will play a crucial role in enhancing financial outcomes. If you are motivated by commission sales and have a passion for coaching, this opportunity is perfect for you.

Qualifications

• Prior brokerage industry experience required.
• Strong coaching and teaching skills to relay complex products.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Conduct individual and group coaching sessions with retail bank employees.
• Develop client meetings to review accounts and close sales.

Skills

Coaching

Sales Management

Client Relationship Management

Financial Product Knowledge

Presentation Skills

Team Motivation

Education

Series 7 License

Series 66 License

Variable Annuity License

Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle a large book of clients with more complex financial profiles. Responsible for sales of a full range of securities products and achieving targeted securities fee income goals within the assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers to efficiently identify potential clients and provide solutions aligned with their needs, financial goals, and objectives. Maintain a 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. Always do the right thing for customers and colleagues, ensuring actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, 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 both individually and jointly with licensed bankers.
• Handle daily client needs and problems, prioritizing and delegating tasks to resolve issues.
• Follow up post-appointment to maintain relationships and develop referrals from the existing client base.
• Manage sales planning for self and team to drive sales, achieve goals, enhance client experience, and improve financial results.
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and coursework.
• Ability to delegate tasks and ensure follow-through.
• Prepare internal reports for sales tracking.
• Coordinate and communicate daily with the team to ensure accurate completion of responsibilities.
• Conduct internal and external seminars focused on business development and growth.
• Prioritize client needs and introduce services of other Fifth Third Bank employees, such as loans, estate planning, deposits.
• Serve as a coach and mentor for licensed bank employees.
• Organize, share, and prepare licensed bankers with the tools and skills needed for success.
• Guide and promote progress toward established team goals.
• 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 (exceptions: 7 and 63 in Michigan and Ohio). Variable Annuity license required.
• Motivated by commission sales, recognition programs, and internal sales competitions.
• Ability to motivate others in a team environment.
• Strong coaching and teaching skills to transfer knowledge effectively, relaying complex products and processes.
• Ability to simplify and communicate complex financial concepts clearly.
• Proven experience in building strong internal and external client relationships.
• Deep knowledge of securities, investment products, and financial solutions.
• Excellent sales and presentation skills.
• Willingness to travel within the assigned territory.

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Location: Atlanta, Georgia 30326

Fifth Third Bank, National Association, is committed to an inclusive culture and equal employment opportunity for all, regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or other protected status.