Talent Software Services
Investment Advisor - Senior
Talent Software Services, Denver, Colorado, United States, 80285
Investment Advisor - Senior
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
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 smallestLoss deposit report to try and regain deposits that left.Mortgage only report to increase share of walletCD MaturitiesMining 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 interestsExcellent communication skills, confidence, and active listening will be keyAbility to prioritize and executePrevious experience with Microsoft suiteUnderstanding of basic banking transactions, how banks function
Preferred:Previous experience at a Financial InstitutionPrevious 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!
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
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 smallestLoss deposit report to try and regain deposits that left.Mortgage only report to increase share of walletCD MaturitiesMining 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 interestsExcellent communication skills, confidence, and active listening will be keyAbility to prioritize and executePrevious experience with Microsoft suiteUnderstanding of basic banking transactions, how banks function
Preferred:Previous experience at a Financial InstitutionPrevious 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!