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Investment banker Jobs in Baton Rouge, LA

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Investment banker • baton rouge la

Last updated: 2 days ago
Business Banker

Business Banker

Hancock WhitneyBaton Rouge, LA
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: 30+ days ago
Teller Retail Banker

Teller Retail Banker

Woodforest National BankBaton Rouge, Louisiana
Full-time
Job Description - Teller Retail Banker (067445).Take the next step toward your new career today!.Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank ...Show moreLast updated: 2 days ago
  • Promoted
Investment Manager

Investment Manager

VirtualVocationsBaton Rouge, Louisiana, United States
Full-time
A company is looking for an Investment Manager to join its growing investment team.Key ResponsibilitiesPursue revenue boosting opportunities through various channels including direct prospecting an...Show moreLast updated: 10 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
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
Relationship Banker - Highland Road - Baton Rouge, LA

Relationship Banker - Highland Road - Baton Rouge, LA

JPMorgan Chase Bank, N.A.Baton Rouge, LA, US
Full-time
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.You are energetic and enthusiastic as the face of Chase to our retail branch customer...Show moreLast updated: 6 days ago
Business Banker

Business Banker

Hancock WhitneyBaton Rouge, LA
30+ 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 :

This position is responsible for proactively growing and deepening relationships with both existing and new small business clients. These clients are typically companies with up to $2 million in annual revenues. This position will deepen the client relationship by presenting product and service solutions that meet the client’s needs and financial goals, including consumer and small business. These products and services include deposits, treasury and credit solutions, as well as referring related banking products and services. In addition, the position will reach out into the community by visiting businesses, making outbound calls to clients and may conduct educational seminars in the community.

ESSENTIAL DUTIES & RESPONSIBILITIES :

  • Follows the sales management process ensuring a regular calling program to clients and prospects is in place in order to generate high quality new deposits and loan business from existing clients and prospects
  • Meets with existing clients and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the bank can help provide business solutions to all their financial needs.
  • Assists in planning the portfolio growth through the development of a business plan in alignment with departmental budget and consistent with overall Bank asset / liability management objectives.
  • Coordinates with internal business partners to ensure the client consumer and small business needs and financial goals are met.
  • Maintains up-to-date knowledge of competitors’ products and pricing in the market served.
  • Reviews deposit profitability analysis and outlines strategies to bring unprofitable accounts back to profitable status.
  • Works with borrowing clients to procure updated financial information on an ongoing basis.
  • Communications lending decisions to clients.
  • Follows up on loan exception to ensure timely clearing, while controlling the volume of exceptions.
  • Serves as a representative in various civic and community functions to further enhance its image and develop additional business.

SUPERVISORY RESPONSIBILITIES :

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE :

  • Bachelor’s degree for a four-year college or university or equivalent years of experience
  • 4-6 years of experience as a Business Banker
  • Proven ability to meet sales goals, including credit products and internal business partner referrals
  • Skilled in proactively sourcing, acquiring, building and maintaining relationships with clients and co-workers
  • Working knowledge of Microsoft Office skills including Word, Excel and Outlook
  • Significant experience in a role as a business advocate
  • Advanced knowledge and understanding of retail and / or small business products and strategies
  • Advanced knowledge and understanding of banking products and services
  • Significant experience sourcing small business clientele
  • Demonstrated understanding of complex financial accounting and analysis
  • Significant experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapter of national organizations such as the United Way.
  • ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS :

  • Effective organizational, multi-tasking and prioritization skills
  • Excellent verbal, written and interpersonal communication skills
  • Ability to work independently without supervision
  • Ability to provide exceptional customer satisfaction to retain and grow client banking relationship
  • 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 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.