Full-Time

X-Branch Investment Executive

Confirmed live in the last 24 hours

Fifth Third Bank

Fifth Third Bank

10,001+ employees

Offers diverse banking and financial services

No salary listed

Senior, Expert

Evansville, IN, USA

Category
Sales & Trading
Finance & Banking
Required Skills
Sales
Connection
Connection
Connection
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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) 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.
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.

Fifth Third Bank provides a variety of financial services to individual consumers, small businesses, and commercial clients. Its offerings include personal banking products like checking and savings accounts, mortgages, personal loans, and insurance options such as life and health coverage. For businesses, the bank offers services including business accounts, commercial loans, and treasury management. Fifth Third Bank's revenue comes from interest on loans, fees for account services, and commissions from insurance and wealth management services. The bank aims to help clients achieve their financial goals through comprehensive financial planning and retirement services.

Company Size

10,001+

Company Stage

IPO

Headquarters

Cincinnati, Ohio

Founded

1858

Simplify Jobs

Simplify's Take

What believers are saying

  • Digital banking adoption can lead to cost savings and increased customer satisfaction.
  • Embedded finance growth offers new partnership opportunities for Fifth Third Bank.
  • AI in fraud detection can enhance Fifth Third Bank's security measures.

What critics are saying

  • Competition from fintechs could erode Fifth Third Bank's market share.
  • DeFi platforms may reduce demand for traditional banking services.
  • Consumer shift towards sustainable banking may pressure Fifth Third Bank's ESG initiatives.

What makes Fifth Third Bank unique

  • Fifth Third Bank offers a comprehensive range of personal and business banking services.
  • The bank provides specialized services like down payment assistance and escrow education.
  • Fifth Third Bank integrates wealth management with personalized financial planning and retirement services.

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Benefits

Health Insurance

Paid Sick Leave

Paid Holidays

Performance Bonus

Flexible Work Hours

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