Banker - Investment Advisor - Aditi Consulting
Denver, CO 80222
About the Job
Role Mandate:
Candidate will be joining BMO’s private banking sector as part of a team who’s aim is to both stabilize the deposit book, and identify opportunities for growth.
Role Responsibilities Include (but are not limited to):
Must-Have Skills:
Nice to Have Skills
Compensation:
The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on several factors, including but not limited to, a candidate’s qualifications, skills, competencies, experience, location and end client requirements).
Benefits and Ancillaries:
Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.
Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human-based decision making in employment decisions.
Candidate will be joining BMO’s private banking sector as part of a team who’s aim is to both stabilize the deposit book, and identify opportunities for growth.
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 in the 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
Compensation:
The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on several factors, including but not limited to, a candidate’s qualifications, skills, competencies, experience, location and end client requirements).
Benefits and Ancillaries:
Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.
Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human-based decision making in employment decisions.
Source : Aditi Consulting
