SEC RETAIL INV CONSULTANT

Job Description: GENERAL FUNCTION: Accountable for 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 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:



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