Relationship Manager
2 weeks ago
Job Title: Relationship Manager/Portfolio Banker/Investment Advisor - Private Banking
Location: Centennial, CO 80112 (Hybrid - 2-3 days/week onsite)
Duration: 6 months
Contract Type: W2 only
Pay Rate: $40 - $48.96/Hour
Role Responsibilities Include (but are not limited to):
- Proactive calling on deposit clients and prospects with mindset of stabilizing the book to stop outflow and growing balances by leveraging Private Bank rate offers to capture assets held away.
- Working current book -Largest depositors to smallest
- Loss deposit report to try and regain deposits that left.
- Mortgage only report to increase share of wallet
- CD Maturities
- Mining for loan and investment opportunities.
- Relationship contact, being introduced as part of the banking team. When servicing needs come up, looping in partners/ WA to fulfill.
Must-Have Skills:
- Candidate must engage with clients in a meaningful way, and be excited about the opportunity to work with clients directly on a daily basis to ensure we are aligned with their best interests
- Excellent communication skills, confidence, and active listening will be key
- Ability to prioritize and execute
- Previous experience with Microsoft suite
- Understanding of basic banking transactions, how banks function
Nice to Have Skills
- Previous experience at a Financial Institution
- Previous experience with Salesforce
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