CapecoralRecruiter
the smart solution for Cape Coral jobs

Investment Executive

Location: Cape Coral
Posted on: October 9, 2018

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 ofsecuritiesproducts, 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 andassistthem 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.


* 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.





SUPERVISORY RESPONSIBILITIES: None.


Keywords: , Cape Coral , Investment Executive, PR / Public Relations , Cape Coral, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Financial Center Manager
Description: font face Arial br / br GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally less than 30 million in core deposits and generating less (more...)
Company:
Location: Bonita Springs
Posted on: 10/9/2018

CSR / Teller - Five Points BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Sarasota
Posted on: 10/8/2018

Retail Personal Banker I
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Sarasota
Posted on: 10/9/2018


Retail Personal Banker 1
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Bradenton
Posted on: 10/8/2018

Personal Banker
Description: font face Arial GENERAL FUNCTION: Retail Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or (more...)
Company:
Location: Bonita Springs
Posted on: 10/9/2018

Lead CSR / Teller - 66th and Cortez BC - Full Time
Description: font face Arial br p font face Arial Lead Customer Service Representative ndash Bank Customer Service Rep /font /p br p font face Arial Job Description br / br If you are a dynamic (more...)
Company:
Location: Bradenton
Posted on: 10/8/2018

Personal Banker - Immokalee & Airport
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Bonita Springs
Posted on: 10/8/2018

Investment Executive
Description: font face Arial 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 (more...)
Company:
Location: Cape Coral
Posted on: 10/9/2018

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Cape Coral RSS job feeds