Relationship Manager/ Investment Advisor

Job Title: Relationship Manager/ Investment Advisor

Location: Centennial, CO 80112 (Hybrid – 2/3 days per week onsite)

Duration: 6 months

Pay Rate Range: $48.96/Hour

Intelliswift Software Inc. conceptualizes, builds, and supports the world's most amazing technology products and solutions. Our team of rich experts from diverse backgrounds contributes to making Intelliswift one of the most reliable partners in IT and Talent solutions. We specialize in delivering world-class Digital Product Engineering, Data Management and Analytics, and Staffing Solutions services to Fortune companies, SMBs, ISVs, and fast-growing startups.

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 Microsoft suite

· Understanding of basic banking transactions, how banks function

Nice to Have Skills

· Previous experience at a Financial Institution

• Previous experience with Salesforce