Home
/
Comprehensive
/
Investment Execuitive
Investment Execuitive-March 2024
Grand Rapids
Mar 28, 2026
About Investment Execuitive

  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 large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve 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 and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain 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. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

  ESSENTIAL DUTIES AND RESPONSIBILITIES:

  Achieving 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 and prioritize and delegate tasks to resolve.

  Post-appointment follow-up to maintain relationships and develop referrals from existing client base.

  Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.

  Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.

  Ability to delegate tasks and follow-through.

  Prepare necessary internal reports for sales tracking.

  Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.

  Conduct internal and external seminars to focus on business development and growth.

  Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.

  Serves as a coach and mentor for licensed bank employees.

  Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.

  Guide and promote progress toward established goals for team.

  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 (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.

  Motivated by commission sales, recognition programs, and internal sales competition among co-workers.

  Ability to motivate others in a team environment.

  Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.

  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.

  Travel required within assigned territory.

  Investment Execuitive

  LOCATION -- Grand Rapids, Michigan 49503

  Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure 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.

  Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

  Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike.We employ about 18,000 people while offering:• A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs.• An environment where we win together by celebrating achievements and working collaboratively.• An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives.We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Sales Associate - 24H150
QUESTIONNAIRE-3-52 750 Employee Type: Regular If you are a CURRENT Carter’s employee, you MUST apply through the Internal Career Link within the My Career & Performance app in Workday . Do not ap
Power System Studies Engineer - Remote
Your Impact: Our People & Places Solutions business – reinforces our drive to improve the lives of people everywhere and epitomizes the why of what we do – the tremendous positive impact and valu
Power System Studies Engineer - Remote
Your Impact: Our People & Places Solutions business – reinforces our drive to improve the lives of people everywhere and epitomizes the why of what we do – the tremendous positive impact and valu
Crew Member
Crew Member (24004243) Description CULTIVATING A BETTER WORLD Food served fast doesn't have to be a typical fast food experience. Chipotle has always done things differently, both in and out of our r
RN Neurology
Description Introduction Do you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At LewisGale Medical Center our nurses set us apart from
Farm Workers
This job was posted by https://idahoworks.gov : For more information,please see: https://idahoworks.gov/jobs/2148387 Dates of Need:3/18/2024-10/27/2024. Worker must possess 3 months of general farmla
Manager, Category Development
Manager, Category Development Remote Work: Yes Travel: 20% Job Type: Full time About the Job At Sanofi Consumer Healthcare, we have one shared mission – we work passionately, every day, to ‘serve hea
Outbound Warehouse Clerk
Company: US0629 Sysco Allentown Zip Code: 18067 Minimum Level of Education: High School or Equivalent Minimum Years of Experience: 1 Year Employment Type: Full Time Travel Percentage: COMPENSATION IN
Equipment Operator
As infrastructure critical to the regions growth and prosperity, BNA is a vital asset for Middle Tennessee and serves as a gateway to Music City and beyond. According to a recent State of Tennessee s
Installation Technician
Job Description: This is your chance to make your mark. Introducing our customers to the world’s most robust network all while delivering best-in-class service. You’re the key to elevating the custom
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved