Relationship Manager

2 weeks ago


Centennial, United States Intelliswift Software Full time

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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