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 development of a team of licensed retail bankers. May handle a large book of clients with 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 identify potential clients and provide solutions aligned with their needs and financial goals. Maintain a presence within the bank to develop strong relationships and credibility with both internal and external clients.
Responsible and accountable for risk management by openly exchanging ideas, elevating concerns, and adhering to policies and procedures. Ensure actions and behaviors promote a positive customer experience and operate 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 prioritizing the clients' best interests.
- Plan and conduct individual and group coaching sessions with retail bank employees.
- Develop and conduct client meetings to review accounts and close sales, both individually and jointly with licensed bankers.
- Handle daily client needs and problems, prioritize and delegate tasks to resolve issues.
- Follow up post-appointments to maintain relationships and develop referrals from existing clients.
- Manage sales planning for self and team to drive sales, achieve goals, and improve client experience and financial results.
- Maintain comprehensive knowledge of all financial products through self-study, coursework, and industry publications.
- Delegate tasks effectively and ensure follow-through.
- Prepare internal reports for sales tracking.
- Coordinate and communicate daily with the team to ensure accountability.
- Conduct seminars to promote business development and growth.
- Prioritize client needs and introduce other Fifth Third Bank services such as loans, estate planning, and deposits.
- Serve as a coach and mentor for licensed bank employees.
- Organize and share tools and skills to prepare bankers for success.
- Guide the team towards established goals and recognize achievements.
MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
- Prior brokerage industry experience.
- Series 7, 66 (or 63 and 65), and appropriate state-required insurance licenses (except in Michigan and Ohio where 7 and 63 suffice). 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.
- Ability to simplify and communicate complex financial concepts.
- Proven ability to build strong internal and external client relationships.
- Extensive knowledge of securities, investment products, and financial solutions.
- Excellent sales and presentation skills.
- Willingness to travel within the assigned territory.
Position: Investment Executive (Financial Advisor) - East Tennessee, Knoxville, Tennessee 37923
Fifth Third Bank, National Association, values an engaged and inclusive culture and is committed to equal employment opportunity for all, regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military or veteran status, or any other protected class.
#J-18808-Ljbffr