Banker - Investment Advisor - Senior - Artech LLC
Denver, CO 80222
About the Job
Role: Investment Advisor
Working Location: Denver, CO, United States
Est. Start Date: ASAP
Duration: 6 months
Pay Rate: $50 to $52/hr.
Possibility of Extension: Y
Possibility of conversion to FTE: Y
Working hours: 30-40 hours a week: 8 am start
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.
Job Description:
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 Client suite
" Understanding of basic banking transactions, how banks function
Nice to Have Skills
" Previous experience at a Financial Institution
" Previous experience with Salesforce
Interviews:
" 1st round with Hiring Manager
" 2nd round with Hiring Manager & colleague
Regards,
Sourav Paul
Associate Recruiter
Cell: 312 584 0961
Email: Sourav.Paul@artech.com
360 Mt. Kemble Avenue, Suite 2000, Morristown, NJ 07960
Working Location: Denver, CO, United States
Est. Start Date: ASAP
Duration: 6 months
Pay Rate: $50 to $52/hr.
Possibility of Extension: Y
Possibility of conversion to FTE: Y
Working hours: 30-40 hours a week: 8 am start
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.
Job Description:
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 Client suite
" Understanding of basic banking transactions, how banks function
Nice to Have Skills
" Previous experience at a Financial Institution
" Previous experience with Salesforce
Interviews:
" 1st round with Hiring Manager
" 2nd round with Hiring Manager & colleague
Regards,
Sourav Paul
Associate Recruiter
Cell: 312 584 0961
Email: Sourav.Paul@artech.com
360 Mt. Kemble Avenue, Suite 2000, Morristown, NJ 07960
Source : Artech LLC
