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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:
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
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.
Full Time
Banking
$289k-474k (estimate)
03/20/2024
06/17/2024
locations.53.com
VERGENNES, VT
500 - 1,000
1995
$50M - $200M
Banking
The job skills required for Investment Executive include Coaching, Presentation, Business Development, Brokerage, Estate Planning, Knowledge Transfer, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Executive. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Executive. Select any job title you are interested in and start to search job requirements.