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Portfolio Relationship Manager

2 months ago

Denver, Colorado, United States Robertson & Company Ltd. Full time
Role Overview

As a Portfolio Banker at Robertson & Company Ltd., you will play a crucial role in stabilizing deposit balances and growing assets by leveraging Private Bank rate offers. Your primary focus will be on proactive calling on deposit clients and prospects to capture assets held away.

Key Responsibilities
  1. Proactive calling on deposit clients and prospects to stabilize deposit balances and grow assets.
  2. Working with current book, prioritizing largest depositors to smallest.
  3. Loss deposit report to regain deposits that have left.
  4. Mortgage only report to increase share of wallet.
  5. CD Maturities.
  6. Mining for loan and investment opportunities.
  7. Relationship contact, being introduced as part of the banking team.
Requirements
  1. Excellent communication skills, confidence, and active listening.
  2. Ability to prioritize and execute.
  3. Previous experience with Microsoft suite.
  4. Understanding of basic banking transactions and how banks function.
Preferred Qualifications
  1. Previous experience at a Financial Institution.
  2. Previous experience with Salesforce.
Interview Process

Our interview process typically consists of two rounds: the first round with the Hiring Manager and the second round with the Hiring Manager and a colleague.