Employment Type: Regular
Full/Part Time: Full-time
Division: Division Investment Advisors
Job Description: 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 them in efficiently identifying potential clients and
closing the sales. Maintain presence within the bank to develop
strong relationships and credibility with internal and external
clients. ESSENTIAL DUTIES & 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 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. * Prioritize client needs
and introduce services of other Fifth Third Bank employees, i.e.
loans, estate planning, deposits. SUPERVISORY RESPONSIBILITIES: *
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.
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