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Investment banker Jobs in Baton Rouge, LA

Last updated: 9 hours ago
  • Promoted
Senior Personal Banker

Senior Personal Banker

Hancock WhitneyBaton Rouge, LA, United States
Full-time
Thank you for your interest in our company! To apply, click on the button above.You will be required to create an account (or sign in with an existing account). Your account will provide you access ...Show moreLast updated: 4 days ago
  • Promoted
Lead Personal Banker / Relationship Manager

Lead Personal Banker / Relationship Manager

Resource BankBaton Rouge, LA, United States
Full-time
LeadPersonal Banker / Relationship Manager.This positionreports to the Branch Manager or Assistant Branch Manager and is responsiblefor opening bank accounts and explaining banking services available...Show moreLast updated: 4 days ago
Private Client Banker - Drusilla - Baton Rouge, LA

Private Client Banker - Drusilla - Baton Rouge, LA

JPMorgan Chase & Co.Baton Rouge, LA, United States
Full-time
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and ha...Show moreLast updated: 30+ days ago
Universal Banker II - Jefferson Hwy, Baton Rouge, LA

Universal Banker II - Jefferson Hwy, Baton Rouge, LA

BankPlusBaton Rouge, LA, US
At BankPlus, we strive to add value for our employees, customers and shareholders.We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams c...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Water Restoration Operations Manager

Water Restoration Operations Manager

Fox Investment LLCBaton Rouge, LA, US
Full-time
With a commitment to quality and customer service, we are reshaping the restoration industry while empowering and building opportunities for our team members and communities.Seeking an empathetic, ...Show moreLast updated: 19 hours ago
Universal Banker

Universal Banker

GpacBaton Rouge, Louisiana, United States
Full-time
Quick Apply
The Universal Banker is responsible for delivering an exceptional customer experience by handling a variety of banking transactions, providing financial advice, and offering tailored banking soluti...Show moreLast updated: 25 days ago
Relationship Banker I (Airline Branch)

Relationship Banker I (Airline Branch)

Regions BankBaton Rouge, LA, Airline Branch
$34,751.00–$41,211.00 yearly
Full-time
At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness o...Show moreLast updated: 30+ days ago
Regulatory GAAP and Statutory Investment Reporting Analyst

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupBaton Rouge, LA (Louisiana)
$67,000.00–$120,700.00 yearly
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the in...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Investment Analyst

Investment Analyst

VirtualVocationsBaton Rouge, Louisiana, United States
Full-time
A company is looking for an Investment Reporting Analyst.Key ResponsibilitiesProduce and manage recurring investment reports for various stakeholdersPerform month-end portfolio performance procedur...Show moreLast updated: 9 hours ago
  • Promoted
Universal Banker II

Universal Banker II

Home BankBaton Rouge, LA, US
Full-time
This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenanc...Show moreLast updated: 30+ days ago
Senior Personal Banker

Senior Personal Banker

Hancock WhitneyBaton Rouge, LA, United States
4 days ago
Job type
  • Full-time
Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY :

A Senior Personal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.

ESSENTIAL DUTIES & RESPONSIBILITIES :

  • Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client's overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.
  • Proactively educates clients on alternate delivery methods and channels that make client's lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day / 7 days a week.
  • Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
  • Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
  • Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
  • Engages in client and / or prospect management activities.
  • Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
  • Leverages ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships.
  • Assists in the responsibility of managing the lobby by actively engaging, greeting and directing client lobby traffic.
  • Will be asked to perform the duties of the role based upon the needs of the financial center.
  • Support the Bank's strong risk management culture through awareness, knowledge and sound decision making.
  • Ensures operational and financial safety and soundness. Maintains awareness of the environment, the situation, and the client. Leverage Lobby Management as a tool for managing client interactions and risk.

SUPERVISORY RESPONSIBILITIES :

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE :

  • High School Diploma or general education degree (GED) is required
  • Bachelor's degree preferred
  • 4 years of sales and client service experience in a professional environment including 1 year financial services experience.
  • Proven ability to form and expand client relationships
  • Advanced knowledge of applicable banking products and regulations : experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapters of national organizations
  • Proficiency in operating and navigating multiple banking systems and applications, and utilizing search tools to find information
  • State Life Insurance licenses required
  • This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008
  • Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results
  • ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS :

  • Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products / services to clients with differing needs.
  • Ability to learn products, services, and procedures quickly and accurately.
  • Comfortable educating others on technology.
  • Professional, thorough, and organized with strong follow-up skills.
  • Performs well in a team environment and proactively collaborates with others to serve clients.
  • Ability to understand and follow policies, procedures, and regulatory requirements.
  • Ability to work Financial Center hours, including weekends, and some evenings.
  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • Ability to operate related equipment to perform the essential job functions.
  • Ability to read and interpret a document if required to perform the essential job functions.
  • Ability to lift / move / carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift / move / carry this weight and can be accommodated without causing the department / division an "undue hardship" then the employee must be accommodated; hence omitting lifting / moving / carrying as a physical requirement.
  • Equal Opportunity / Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.