Make banking a Fifth Third better
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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, assisting them in efficiently identifying potential clients and providing solutions that align with client 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 as defined. Always do the right thing for customers and colleagues, ensuring actions and behaviors drive a positive customer experience. Operate within the Bank's risk appetite 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 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 oneself and the team to drive sales, achieve designated goals, enhance client experience, and meet 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 with the team daily 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, and deposits.
- Serve as a coach and mentor for licensed bank employees.
- Organize, share, and prepare licensed bankers with 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 and relay complex products and processes.
- 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.
Investment Executive (Financial Advisor) East Tennessee
LOCATION -- Knoxville, Tennessee 37923
Fifth Third Bank, National Association, prides itself on an engaged and inclusive culture, promoting and ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.
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