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Job description
Dallas, TX
nFull time
nR71346
nMake 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.
nGENERAL FUNCTION:
nAccountable 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 them in 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.
nResponsible 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.
nESSENTIAL DUTIES AND RESPONSIBILITIES:
nnnAchieving sales goals while serving the clients' best interests.
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nnPlan and conduct individual and group coaching sessions with retail bank employees.
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nnDevelop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
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nnHandle daily client needs and problems and prioritize and delegate tasks to resolve.
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nnPost-appointment follow-up to maintain relationships and develop referrals from existing client base.
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nnManage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
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nnMaintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
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nnAbility to delegate tasks and follow-through.
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nnPrepare necessary internal reports for sales tracking.
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nnCoordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
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nnConduct internal and external seminars to focus on business development and growth.
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nnPrioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
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nnServes as a coach and mentor for licensed bank employees.
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nnThoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
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nnGuide and promote progress toward established goals for team.
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nnRecognize and reward achievement of goals.
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n nMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
nnnPrior Brokerage Industry Experience.
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nnSeries 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.
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nnMotivated by commission sales, recognition programs, and internal sales competition among co-workers.
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nnAbility to motivate others in a team environment.
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nnAbility to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
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nnDemonstrated ability to simplify and communicate complex financial concepts.
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nnProven experience in building strong internal and external client relationships.
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nnHighly developed knowledge of the securities business, investment products and financial solutions.
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nnHighly developed sales and presentation skills.
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nnTravel required within assigned territory.
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n n#LI-GO1
nInvestment Executive (Financial Advisor) Grapevine, TX
nAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
nCompensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
nOur extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
nLOCATION -- Coppell, Texas 75019
nAttention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
nFifth 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.
nIntroduce 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?
nFifth Third is a bank that's as long on innovation as it is on history. Since 1858, we've been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation's highest performing regional bank, but to be the bank people most value and trust.
Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.