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Investment Executive
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Full-time
- Design and customize coaching sessions to train bankers on investment strategies and product solutions.
- 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, client experience and financial results.
- Conduct internal and external seminars to focus on business development and growth.
- Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
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