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Investment banker Jobs in Baton Rouge, LA
- Promoted
Senior Personal Banker
Hancock WhitneyBaton Rouge, LA, United States- Promoted
Lead Personal Banker / Relationship Manager
Resource BankBaton Rouge, LA, United StatesPrivate Client Banker - Drusilla - Baton Rouge, LA
JPMorgan Chase & Co.Baton Rouge, LA, United StatesUniversal Banker II - Jefferson Hwy, Baton Rouge, LA
BankPlusBaton Rouge, LA, US- Promoted
- New!
Water Restoration Operations Manager
Fox Investment LLCBaton Rouge, LA, USUniversal Banker
GpacBaton Rouge, Louisiana, United StatesRelationship Banker I (Airline Branch)
Regions BankBaton Rouge, LA, Airline BranchRegulatory GAAP and Statutory Investment Reporting Analyst
Lincoln Financial GroupBaton Rouge, LA (Louisiana)- Promoted
- New!
Investment Analyst
VirtualVocationsBaton Rouge, Louisiana, United States- Promoted
Universal Banker II
Home BankBaton Rouge, LA, USSenior Personal Banker
Hancock WhitneyBaton Rouge, LA, United States- Full-time
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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 :
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS :
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.