Investment Banking Specialist

5 days ago


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

Talent Software Services, Inc. is seeking a seasoned Investment Advisor - Senior to join our private banking sector team in Denver, CO.

Job Summary: We are looking for a highly motivated and experienced professional to stabilize the deposit book and identify opportunities for growth.

Primary Responsibilities:

  • Proactively engage with deposit clients and prospects to stabilize the book and grow balances by leveraging Private Bank rate offers.
  • Work with the current book, prioritizing largest depositors to smallest, to ensure optimal growth.
  • Utilize loss deposit reports to regain deposits that have left and mortgage only reports to increase share of wallet.
  • Identify and pursue loan and investment opportunities.
  • Develop and maintain strong relationships with clients, looping in partners and other teams as needed.

Qualifications:

  • Candidates must possess excellent communication skills, confidence, and active listening abilities.
  • Ability to prioritize and execute tasks effectively.
  • Previous experience with Microsoft suite and basic banking transactions is required.

Preferred Qualifications:

  • Previous experience at a financial institution.
  • Previous experience with Salesforce.

Talent Software Services, Inc. offers a range of opportunities, including contract, contract to hire, and permanent placement. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.



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