Investment Advisor - Senior at Talent Software Services
Denver, CO
About the Job
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:
Qualifications:
Preferred:
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!
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!
Salary
45 - 50 /hour