Denver, CO, USA
1 day ago
Investment Advisor - Senior
Kforce has a client that is seeking an Investment Advisor - Senior in Denver, CO. Key Tasks: * 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
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