{"id":7661,"date":"2024-10-05T10:44:09","date_gmt":"2024-10-05T10:44:09","guid":{"rendered":"https:\/\/carkendra.com\/phemployment\/?page_id=7661"},"modified":"2024-10-05T10:44:09","modified_gmt":"2024-10-05T10:44:09","slug":"x-branch-investment-executive","status":"publish","type":"page","link":"https:\/\/carkendra.com\/phemployment\/x-branch-investment-executive\/","title":{"rendered":"X-Branch Investment Executive"},"content":{"rendered":"<p>We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.<\/p>\n<p><strong>GENERAL FUNCTION:<\/strong><\/p>\n<p>Uses a consultative sales process to provide brokerage and investment management products to meet client&#8217;s needs, goals, and objectives. 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 while serving the best interest of the client. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.<\/p>\n<p>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&#8217;s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.<\/p>\n<p><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES:<\/strong><\/p>\n<ul>\n<li>Achieving sales goals while serving the clients best interests.<\/li>\n<li>Develop and conduct client meetings to review existing accounts and close sales individually.<\/li>\n<li>Handle daily client needs and problems and prioritize and delegate tasks to resolve.<\/li>\n<li>Post-appointment follow up to maintain relationships and develop referrals from existing client base.<\/li>\n<li>Manage sales planning for self and for team to drive sales, and achieve designated goals and financial results.<\/li>\n<li>Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.<\/li>\n<li>Ability to delegate tasks and follow-through.<\/li>\n<li>Prepare necessary internal reports for sales tracking.<\/li>\n<li>Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.<\/li>\n<li>Conduct internal and external seminars.<\/li>\n<li>Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.<\/li>\n<\/ul>\n<p><strong>MINIMUM KNOWLEDGE ANDSKILLS REQUIRED:<\/strong><\/p>\n<ul>\n<li>Prior Brokerage Industry Experience.<\/li>\n<li>Securities Industry Essentials (SIE), Series 7, 66 (or 63 and 65), appropriate state required Life insurance, Health, Long Term Care, and Variable Annuity.<\/li>\n<li>Motivated by commission sales, recognition programs, and internal sales competition among co-workers.<\/li>\n<li>Ability to motivate others in a team environment.<\/li>\n<li>Ability to transfer knowledge through highly developed coaching and teaching skills -can relay complex products and processes.<\/li>\n<li>Demonstrated ability to simplify and communicate complex financial concepts.<\/li>\n<li>Proven experience in building strong internal and external client relationships.<\/li>\n<li>Highly developed knowledge of the securities business, investment products and financial solutions.<\/li>\n<li>Highly developed sales and presentation skills.<\/li>\n<\/ul>\n<table style=\"height: 389px;\" border=\"1\" width=\"734\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td colspan=\"8\" valign=\"top\" width=\"638\">\n<h2 align=\"center\"><b>Some Useful Important Links<\/b><\/h2>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"4\" valign=\"top\" width=\"318\">\n<h2 align=\"center\"><span style=\"color: #ff6600;\"><b>Apply Now<\/b><\/span><\/h2>\n<\/td>\n<td colspan=\"4\" valign=\"top\" width=\"320\">\n<h2 align=\"center\"><strong><a title=\"UPITI Admission 2024 Result\" href=\"https:\/\/governmentjobsgyan.com\/article\" target=\"_blank\" rel=\"noopener\">Click Here<\/a><\/strong><\/h2>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"4\" valign=\"top\" width=\"318\">\n<h2 style=\"text-align: center;\"><span style=\"color: #ff6600;\"><strong>Interview<\/strong><\/span><\/h2>\n<h2 style=\"text-align: center;\"><span style=\"color: #ff6600;\"><strong>Question &amp; Answers<\/strong><\/span><\/h2>\n<\/td>\n<td colspan=\"4\" valign=\"top\" width=\"320\">&nbsp;<\/p>\n<h2 style=\"text-align: center;\"><span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/https:\/\/exam4sure.com\/book\/common-interview-questions-for-all-companies-1004\"><strong>Click Here<\/strong><\/a><\/span><\/h2>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"4\" valign=\"top\" width=\"318\">\n<h2 style=\"text-align: center;\"><strong><span style=\"color: #ff6600;\">Create Free<\/span><\/strong><\/h2>\n<h2 style=\"text-align: center;\"><strong><span style=\"color: #ff6600;\">Professional Resume<\/span><\/strong><\/h2>\n<\/td>\n<td colspan=\"4\" valign=\"top\" width=\"320\">&nbsp;<\/p>\n<h2 style=\"text-align: center;\"><span style=\"color: #0000ff;\"><a style=\"color: #0000ff;\" href=\"https:\/\/joblagii.com\/resume\/\" target=\"_blank\" rel=\"noopener\"><strong>Click Here<\/strong><\/a><\/span><\/h2>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><script type=\"application\/ld+json\">{\"@context\":\"http:\/\/schema.org\/\",\"@type\":\"JobPosting\",\"datePosted\":\"2024-09-30T10:42:47\",\"validThrough\":\"2024-10-30T10:42:47\",\"title\":\"X-Branch Investment Executive\",\"description\":\"\\u003cp\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cb\\u003eMake banking a Fifth Third better\\u003c\/b\\u003e\\u003cbr\\u003e\\u003cbr\\u003eWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003eGENERAL FUNCTION:\\u003c\/p\\u003e\\u003cp\\u003eUses a consultative sales process to provide brokerage and investment management products to meet client\\u0027s needs, goals, and objectives. 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 while serving the best interest of the client. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003eResponsible 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\\u0027s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003eESSENTIAL DUTIES AND RESPONSIBILITIES:\\u003c\/p\\u003e\\u003cul\\u003e\\u003cli\\u003eAchieving sales goals while serving the clients best interests.\\u003c\/li\\u003e\\u003cli\\u003eDevelop and conduct client meetings to review existing accounts and close sales individually.\\u003c\/li\\u003e\\u003cli\\u003eHandle daily client needs and problems and prioritize and delegate tasks to resolve.\\u003c\/li\\u003e\\u003cli\\u003ePost-appointment follow up to maintain relationships and develop referrals from existing client base.\\u003c\/li\\u003e\\u003cli\\u003eManage sales planning for self and for team to drive sales, and achieve designated goals and financial results.\\u003c\/li\\u003e\\u003cli\\u003eMaintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.\\u003c\/li\\u003e\\u003cli\\u003eAbility to delegate tasks and follow-through.\\u003c\/li\\u003e\\u003cli\\u003ePrepare necessary internal reports for sales tracking.\\u003c\/li\\u003e\\u003cli\\u003eCoordinate and communicate with team on daily basis to insure accurate completion of accountabilities.\\u003c\/li\\u003e\\u003cli\\u003eConduct internal and external seminars.\\u003c\/li\\u003e\\u003cli\\u003ePrioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.\\u003c\/li\\u003e\\u003c\/ul\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003eMINIMUM KNOWLEDGE ANDSKILLS REQUIRED:\\u003c\/p\\u003e\\u003cul\\u003e\\u003cli\\u003ePrior Brokerage Industry Experience.\\u003c\/li\\u003e\\u003cli\\u003eSecurities Industry Essentials (SIE), Series 7, 66 (or 63 and 65), appropriate state required Life insurance, Health, Long Term Care, and Variable Annuity.\\u003c\/li\\u003e\\u003cli\\u003eMotivated by commission sales, recognition programs, and internal sales competition among co-workers.\\u003c\/li\\u003e\\u003cli\\u003eAbility to motivate others in a team environment.\\u003c\/li\\u003e\\u003cli\\u003eAbility to transfer knowledge through highly developed coaching and teaching skills -can relay complex products and processes.\\u003c\/li\\u003e\\u003cli\\u003eDemonstrated ability to simplify and communicate complex financial concepts.\\u003c\/li\\u003e\\u003cli\\u003eProven experience in building strong internal and external client relationships.\\u003c\/li\\u003e\\u003cli\\u003eHighly developed knowledge of the securities business, investment products and financial solutions.\\u003c\/li\\u003e\\u003cli\\u003eHighly developed sales and presentation skills.\\u003c\/li\\u003e\\u003c\/ul\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003eX-Branch Investment Executive\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003eLOCATION -- Fairfield, Ohio  45014\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003e\\u003cspan\\u003eFifth 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.\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/span\\u003e\\u003c\/p\\u003e\\u003cp\\u003e\\u003c\/p\\u003e\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"Fifth Third Bank\",\"logo\":\"https:\/\/diversityjobs.com\/attachments\/employer\/1\/132\/152\/489.gif\",\"sameAs\":\"https:\/\/www.53.com\/content\/fifth-third\/en.html\"},\"jobLocationType\":\"TELECOMMUTE\",\"applicantLocationRequirements\":{\"@type\":\"Country\",\"name\":\"USA\"},\"jobLocation\":{\"address\":{\"addressCountry\":\"United States\",\"streetAddress\":\"Not specified\",\"@type\":\"PostalAddress\",\"postalCode\":\"45011\",\"addressLocality\":\"Fairfield\",\"addressRegion\":\"Ohio\"},\"@type\":\"Place\"},\"identifier\":{\"@type\":\"PropertyValue\",\"name\":\"Fifth Third Bank\",\"value\":\"R53029\"},\"employmentType\":[\"FULL_TIME\"],\"baseSalary\":{\"@type\":\"MonetaryAmount\",\"currency\":\"USD\",\"value\":{\"@type\":\"QuantitativeValue\",\"value\":\"Competitive\",\"unitText\":\"HOUR\"}}}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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: Uses a consultative sales process to provide brokerage and investment management products to meet client&#8217;s needs, goals, and objectives. May handle large book of clients with more complex financial &#8230; <a title=\"X-Branch Investment Executive\" class=\"read-more\" href=\"https:\/\/carkendra.com\/phemployment\/x-branch-investment-executive\/\" aria-label=\"Read more about X-Branch Investment Executive\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-7661","page","type-page","status-publish"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/carkendra.com\/phemployment\/wp-json\/wp\/v2\/pages\/7661","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carkendra.com\/phemployment\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carkendra.com\/phemployment\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carkendra.com\/phemployment\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/carkendra.com\/phemployment\/wp-json\/wp\/v2\/comments?post=7661"}],"version-history":[{"count":1,"href":"https:\/\/carkendra.com\/phemployment\/wp-json\/wp\/v2\/pages\/7661\/revisions"}],"predecessor-version":[{"id":7671,"href":"https:\/\/carkendra.com\/phemployment\/wp-json\/wp\/v2\/pages\/7661\/revisions\/7671"}],"wp:attachment":[{"href":"https:\/\/carkendra.com\/phemployment\/wp-json\/wp\/v2\/media?parent=7661"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}