Investment Advisor

3 weeks ago

Denver, United States Talent Software Services Full time
Investment Advisor - Senior

Job Summary: Talent Software Services is in search of an Investment Advisor - Senior for a contract position in Denver, CO. The opportunity will be six months with a strong chance for a long-term extension.

Position Summary: The candidate will be joining the client's private banking sector as part of a team whose aim is to both stabilize the deposit book and identify opportunities for growth.

Primary Responsibilities/Accountabilities:
  • 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.

Qualifications:
  • 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

Preferred:
  • Previous experience at a Financial Institution
  • Previous experience with Salesforce

If this job is a match for your background, we would be honored to receive your application

Providing consulting opportunities to TALENTed people since 1987, we offer a host of opportunities including contract, contract to hire and permanent placement. Let's talk

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