Investment Advisor - Senior
Kforce
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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