What are the responsibilities and job description for the Investment Executive position at Fifth Third Bank?
Improve Banking with Fifth Third
We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank.
About the Role
Main Responsibilities
Minimum Requirements
About Fifth Third Bank
Fifth Third Bank promotes an engaged and inclusive culture, ensuring equal employment opportunity in all decisions regardless of protected status. We are committed to excellence and customer satisfaction.
We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank.
About the Role
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large books of clients with complex financial profiles.
Main Responsibilities
- Achieve sales goals while serving 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, prioritizing tasks to resolve.
- Maintain comprehensive knowledge of all financial products through self-study, periodicals, and coursework.
- Delegate tasks and follow-through effectively.
Minimum Requirements
- Prior brokerage industry experience.
- Series 7, 66 (or 63 and 65) and state-required insurance licenses.
- Motivation by commission sales, recognition programs, and internal sales competition.
- Ability to motivate others in a team environment.
About Fifth Third Bank
Fifth Third Bank promotes an engaged and inclusive culture, ensuring equal employment opportunity in all decisions regardless of protected status. We are committed to excellence and customer satisfaction.
