Investment Executive at Fifth Third Bank

Greenville, South Carolina, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

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)
Variable Annuity license
Motivated by commission sales, recognition programs, and internal sales competition
Ability to motivate others in a team environment
Ability to transfer knowledge through highly developed coaching and teaching skills
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
Ability to travel within assigned territory

Responsibilities

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers
Handle large book of clients with complex financial profiles
Achieve sales of full range of securities products and 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 aligned with client needs, financial goals, and objectives
Maintain presence within the bank to develop strong relationships and credibility with internal and external clients
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, prioritize and delegate tasks to resolve
Post-appointment follow-up to maintain relationships and develop referrals
Manage sales planning for self and team to drive sales, achieve goals, client experience, and financial results
Maintain comprehensive knowledge of all financial products through self-study, periodicals, and coursework
Delegate tasks and follow-through
Prepare necessary internal reports for sales tracking
Coordinate and communicate with team daily to ensure accurate completion of accountabilities
Conduct internal and external seminars for business development and growth
Prioritize client needs and introduce services of other Fifth Third Bank employees (e.g., loans, estate planning, deposits)
Serve as a coach and mentor for licensed bank employees
Organize, share, and prepare licensed bankers with tools and skills for success
Guide and promote progress toward established team goals
Recognize and reward achievement of goals
Identify, assess, manage, monitor, and report risks while operating within the Bank's risk appetite

Skills

Securities Sales

Investment Strategies

Client Coaching

Financial Planning

Risk Management

Sales Planning

Client Relationship Management

Fifth Third Bank

Provides banking, loans, and wealth management services

About Fifth Third Bank

Fifth Third Bank offers a variety of financial services, including personal and business banking, loans, mortgages, credit lines, and insurance products. Their services cater to individual consumers, small businesses, and commercial clients, providing comprehensive solutions for managing finances. The bank generates revenue through interest on loans, service fees, and commissions from insurance and investment products. Unlike many competitors, Fifth Third Bank emphasizes community engagement and financial education, providing resources to help clients improve their financial literacy. The goal of Fifth Third Bank is to support clients in achieving their financial objectives while fostering a strong connection with the communities they serve.

Cincinnati, OhioHeadquarters

1858Year Founded

IPOCompany Stage

Social Impact, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Paid Sick Leave

Paid Holidays

Performance Bonus

Flexible Work Hours

Risks

Rising interest rates may decrease demand for loans and mortgages.

Competition from fintechs like Robinhood threatens Fifth Third's wealth management sector.

Sophisticated cybersecurity threats pose risks to customer data and trust.

Differentiation

Fifth Third Bank offers comprehensive financial solutions for individuals and businesses.

The bank emphasizes community engagement and financial education for client empowerment.

It provides a wide range of insurance products, including life, health, and disability.

Upsides

Increased demand for digital banking boosts Fifth Third Bank's online service offerings.

Partnerships with fintech enhance technological capabilities and customer experience.

Growing interest in sustainable finance attracts environmentally conscious customers.

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