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Finance associate jobs in Louisiana - 230 jobs

  • SBA Banker

    Renasant Bank 4.3company rating

    Finance associate job in New Orleans, LA

    Job ID 2025-14882 The SBA Banker is responsible for generating SBA loan opportunities and driving them through Renasant's SBA loan process. The SBA Banker works with management, underwriting, closing and portfolio management staff to balance the highest levels of client service, SBA and regulatory compliance and the Bank's growth and income goals. The SBA Banker may be assigned to a geographical territory. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities Develop new business opportunities that generate SBA loans (primarily SBA 7a program) and the various other ancillary Bank products required by SBA borrowers Maintain knowledge of Bank loan and deposit products Maintain thorough understanding of and adherence to the SBA SOP and the Bank's credit underwriting and closing policies and processes Maintain effective working relationships with associates across department lines, particularly commercial bankers in the assigned footprint Understand credit risk and be able to properly structure, evaluate, discuss and mitigate risk in a relationship Present SBA loan requests and relevant considerations to credit team in an effort to screen and determine the Bank's appetite for the request Perform basic analytical and financial analysis Represent Renasant Bank in community activities Attend and participate in all required Bank and Department meetings Perform other related duties as assigned Qualifications The ideal candidate will possess the following traits: Credit first approach to loan origination Advanced problem solving skills along with a team orientation Energetic, ambitious, entrepreneurial approach to business development Trusted advisor to clients, ability to relate to borrowers with varying levels of sophistication Ability to cultivate, teach and develop internal and external referral sources Advanced organization and communication capabilities Minimum: A high school diploma or equivalent Previous credit or lending background and skills Display professional interpersonal, verbal and written communication skills Working (intermediate) knowledge of MS Word, Excel and Outlook Technical knowledge and proficiency to handle the activities and responsibilities of job Fluency in credit criteria and loan structure requirements 2 years of experience in a financial sales role Client service orientation Preferred: Bachelor's degree Commercial loan underwriting and account/relationship management experience Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
    $38k-66k yearly est. 3d ago
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  • Financial Service Representative Slidell 5063

    Keesler Federal Career 4.5company rating

    Finance associate job in Slidell, LA

    JOIN THE EXTRAORDINARY TEAM AT JEFFERSON FINANCIAL FCU A DIVISION OF KEESLER FEDERAL CREDIT UNION EXTRAORDINARY BENEFITS: Medical, dental, and vision insurance Short Term & Long Term Disability Benefits Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses Employee and Dependent Life Insurance 401(k) Retirement Plan with 100% match on the first 5% contributed by you Paid Leave 11 Paid Holidays Tuition Reimbursement Competitive Scholarships EAP (Employee Assistance Program) WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS Position: Financial Services Representative I (FSR I) Department: Retail Operations Reports To: Branch Manager FLSA: Non-Exempt SUMMARY Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members. Explains products' and/or services' value, benefits, features, rates and fees to members. Using the AIDINC process as outlined in The Member Advantage (TMA) training, is responsible for conducting a high quality interview with members and potential members to satisfy their needs. Through the use of the Opening Act (OA) system, creates membership, new account, and deposit services in Symitar. Also uses Opening Act to build and submit loan applications to Central Lending Decision Makers for a decision. If an application is immediately approved by the system, (under the guidance of the Branch Manager, Assistant Branch Manager, or Loan Officer), takes steps to disburse the loan. Represents the credit union in a professional, friendly, courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns. ESSENTIAL FUNCTIONS Using Opening Act and/or Symitar, opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit. Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes Card@Once to provide members with ATM and Debit cards instantly. Handles ATM and Debit card disputes and fraud disputes. Conducts quality interviews with members using the AIDINC system to meet member needs through credit union products and services. Within the scope of an FSR I authority, accepts deposits and payments and performs withdrawals or loan advances. These transactions are performed on a variety of transaction and savings products as well as a variety of loan types, including credit cards. At the conclusion of a member interaction, reads back members' receipts in order to verify and finalize the accuracy of the transaction. Within the scope of an FSRI authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2 nd party in any dual control procedure. In opening new accounts, verifies checks for deposit are made payable to parties presenting them for negotiation, properly endorsed, and deposited in accordance with credit union policy, for new accounts and, if applicable, Reg CC. A determination of collectability based on the actual check and the member presenting the item may require an extended hold. Utilizes True Checks within prescribed guidelines. Provides account information such as current balances, transaction history, dates & amounts of deposits and loan pay-offs (excluding business loans), only for the member account owner(s) for consumer & business accounts. Works to resolve members' concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the Synapsys CRM to effectively track member concerns. Uses Opening Act system and the AIDINC process to complete quality consumer & business loan applications over the phone or in person. The goal of the loan application interview is to meet member needs and minimize pending applications. Routes the loan applications and any supporting documentation to Central Lending Decision Makers for disposition via Opening Act Priority 1 or Priority 2 queue. In the event of a declined loan, the FSR I clearly communicates the decision and how it was determined to the member in a positive and tactful manner. The FSR I should be able to advise the borrower(s) on proactive steps they can take to hopefully improve their prospects on their next application or improve their credit score. Upon loan approval, disburses the loan in accordance with guidelines and procedures. Ensures that all paperwork and documents for closure of loan are correctly completed. The goal in loan closing is to ensure that the member and KFCU are fully protected. It is imperative that any collateral offered for security has KFCU listed as lienholder, the member is aware of their requirement to maintain collateral insurance, and the terms to avoid defalcation are fully understood by the borrower(s). Like a concierge and utilizing TMA behavioral styles as a guide, provides insightful guidance and assists members through the process of opening deposit accounts, loans and other services using the AIDINC process. Consistent with the view that Sales is Service and Service is Sales, strives to exceed the goals set by the credit union with regard to member service and sales of all products and services offered by the credit union. Upholds all member information in the strictest confidence. Accurately interprets the Fair Credit Reporting Act as it applies to credit union loans. Completes, with an acceptable grade, all training for this position as directed by management and actively participates in training classes. In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Effectively uses TMA skills to open new products and services for membership. Maintains proficiency in Symitar, COWWW, Synergy, Synapsys CRM, Outlook, Microsoft Office, Opening Act and any other computer systems necessary to perform the job satisfactorily. Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Red Flag Program and REG CC. Utilizes The Member Advantage AIDINC system to identify potential member (internal or external) service needs which can be met through the sale of credit union products and services, or adherence to the department's policy and procedures. This can be affected through direct sale and in many cases referral to another team member. Effective use of the Synapsys CRM to create, monitor, and manage sales and referrals is required for consumer & business accounts. Provides merchant referrals directly to the merchant for business accounts. Other Duties and Responsibilities: Maintains branch office equipment and supplies necessary to keep office working efficiently. Assists in balancing the ATM as directed by the Branch Manager or Assistant Branch Manager. Assists in the balancing of Night Depository as directed by the Branch Manager or Assistant Branch Manager. Miscellaneous duties as assigned. KNOWLEDGE & SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: A high school education or GED. Community college coursework is desired. Experience and Other Requirements: One year to three years of similar or related experience. Completion of Lending Class, New Accounts training, and Teller training through the KFCU Training Department required. Must possess ability to operate computer terminal, computer printers, calculator, fax machine, copier, telephone, fax machine, currency counter, and copier with accuracy and attention to detail. Must possess and exhibit an outgoing personality, helpful member service attitude and an ability to sell credit union products and services. Must possess strong basic math skills, accuracy and attention to detail Must demonstrate an ability to understand and implement changing policies and procedures. Must be knowledgeable of teller transactions relevant to the position. Must maintain confidentiality and dependability. Exceptional oral and written communication skills required. Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Computer Skills: Extensive use of personal PC required. Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail. Must be able to navigate the internet to search for data and be able to complete online forms. Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media. Must be familiar with home banking and bill paying services. Certificates, Licenses and Registrations: Must actively participate in and successfully complete The Member Advantage (TMA) training within 9 months of employment. Must actively participate in and successfully complete TMA Annual Accelerator training classes. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The employee is frequently required to kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 25-50 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Extensive use of desktop computer is required. The noise level is that of a normal office environment. DECLARATION: The human resources department retains the sole rights and discretion to make changes to this job description. #HPIND
    $24k-28k yearly est. 10d ago
  • Finance Analyst (On-Site)

    T. Parker Host 3.8company rating

    Finance associate job in Avondale, LA

    Title: Finance Analyst Status: Full-Time, Exempt Company: T. Parker Host Reports To: Corporate Controller The FP&A team is a key asset in the future growth of HOST. This individual will be responsible for the Company's monthly financial reporting and forecasting, annual budgeting process, operating plan variance analysis and special projects. Essential Responsibilities and Duties: Analyze current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures. Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance Manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling Tools Ad-hoc reporting and analysis Improve performance by evaluating processes to drive efficiencies Develop financial models and analyses to support strategic initiatives Prepare presentations Analyze complex financial information and reports in order to provide accurate and timely financial recommendations to management Support leadership with in-depth analysis Other duties as assigned Education, Knowledge, Experience, Skills and Abilities Required: Bachelor's degree in business administration, finance, accounting, economics, or other related course of study Minimum five years of professional-level FP&A experience Working knowledge of financial analysis best practices Strong organizational, interpersonal, verbal and written communication skills Advanced competency in Microsoft Excel and PowerPoint Strong analytical skills Presentation skills Proficiency in business math Ability to work under pressure Ability to handle multiple projects in a fast-paced environment Highest standards of accuracy and precision; highly organized Ability to roll up sleeves and work with team members in all departments Physical Requirements: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers/scanners, filing cabinets. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. Specific vision abilities required by the job include close vision, distance vision Core Principles: All team members must demonstrate an ability to adhere and understand the core principles of the company. This team member must be able to provide value and depth to the Core Principles of Host. Our people are our greatest assets. Their safety is our top priority. We provide exceptional service. We believe every relationship is important. We are detectives, understanding all activities within our markets. We know today's opportunities are tomorrow's growth. We conduct all business with integrity. We build on our legacy. Position Specific Behaviors Team player Makes decisions and executes quickly Honesty and integrity Adaptable and flexible Collaborative- works well with others Excels in high growth, entrepreneurial and meritocratic environment Comfortable with ambiguity Strong intellectual curiosity Thrives in a pressurized work environment Demonstrated Competencies to be Successful at Host Self- starter Problem solving Communication Customer Focus Accountability Executing both short-term plans and long-term plans tied to vision and “big picture” goals
    $41k-63k yearly est. 48d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance associate job in Shreveport, LA

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 15d ago
  • Financial Aid Representative

    Education Management 4.0company rating

    Finance associate job in Metairie, LA

    GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process ESSENTIAL FUNCTIONS: · Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations · Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs · Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class · Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications · Generates and prepares status and project reports for the financial aid and veterans' affairs program · Responds to student inquiries · Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed · Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner · Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files · Maintains responsibility for specific student portfolio group throughout the student's program · Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved · Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner · Scan all financial aid documents and send to Corporate Office · Run Expected Cash and Aged Report to assist in monitoring monies · Run daily ISIR Report to track possible issues with verification · Assist with the reconciliation of all Title IV programs EDUCATION: · Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred EXPERIENCE: · One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting · Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred KNOWLEDGE: · Federal, local and state programs that provide financial assistance to students · Pertinent laws, rules and regulations such as Federal Title IV regulations · Various software programs and data systems as they relate to financial aid SKILLS: · Planning and organizational skills · Effective oral and written communication skills · Interpersonal skills including tact, patience and courtesy · Demonstrate analytical, organizational and supervisory skills ABILITIES: · Ensure timely and efficient delivery of student financial assistance to qualified applicants · Interpret federal and state financial aid regulations and determine appropriate course of action · Monitor and award federal and state financial aid programs · Gather, compile and analyze data and prepare reports · Establish and maintain effective working relationships with faculty, staff, students and administration · Perform consistently under the pressure of deadlines and other administrative demands · Work cooperatively with others
    $30k-43k yearly est. Auto-Apply 60d+ ago
  • Private Client Banker - Perkins Road - Baton Rouge, LA

    JPMC

    Finance associate job in Baton Rouge, LA

    You have a passion 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 having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $31k-64k yearly est. Auto-Apply 60d+ ago
  • Financial Services Intern

    Llajobs

    Finance associate job in Hammond, LA

    Our paid internship program is designed to accomplish three things: 1) provide the intern an opportunity to work with a team on a relevant project(s) within our Financial Audit Services section, 2) formally train and develop their skills, and 3) provide him/her with a realistic preview of what full-time employment is like as a staff auditor. Responsibilities Job Distinctions The Financial Audit Intern position differs from the Financial Staff Auditor I position by the obligation to rapidly expand knowledge and skills in the application of professional standards and by the level of technical work performed. Ot Examples of Work/Skills Demonstrate the ability to effectively communicate with supervisors, co-workers, and auditee personnel. Demonstrate the ability to follow instructions and accept constructive feedback from supervisors. Analyze information and data to evaluate agency financial activities in relation to statutes, regulations, fiscal rules, generally accepted accounting principles, and standards of program efficiency and effectiveness. Demonstrate appropriate attention to detail. Organize audit documentation in a logical order that can be easily followed by supervisors and other members of the audit team. Seek supervisor guidance in applying judgment in a manner commensurate with experience. Accept responsibility for actions. Adhere to LLA standards of conduct and protocols. Maintain a positive, constructive attitude and works well with others. Maintain confidentiality of client information. Perform other tasks as assigned by a supervisor. Other Duties & Responsibilities The above statements are intended to describe the general nature and level of the work being performed by individuals assigned to this position. They are not an exhaustive list of all duties and responsibilities associated with it. The absence of specific statements of duties does not exclude those tasks from the position if the work is similar, related to, or a logical assignment for the position. Qualifications O Minimum Qualifications Completion of 12 hours in Accounting. Minimum 2.5 grade point average (GPA). Work a minimum of 15-20 hours per week. Please visit our career site at *************** or apply directly for this position by creating a profile and uploading the following information to ********************************************* Resume Cover letter Official or Unofficial College transcripts
    $27k-38k yearly est. Auto-Apply 9d ago
  • Financial Services Intern

    Louisiana Legislative Auditor

    Finance associate job in Hammond, LA

    Our paid internship program is designed to accomplish three things: 1) provide the intern an opportunity to work with a team on a relevant project(s) within our Financial Audit Services section, 2) formally train and develop their skills, and 3) provide him/her with a realistic preview of what full-time employment is like as a staff auditor. Responsibilities Job Distinctions The Financial Audit Intern position differs from the Financial Staff Auditor I position by the obligation to rapidly expand knowledge and skills in the application of professional standards and by the level of technical work performed. Ot Examples of Work/Skills Demonstrate the ability to effectively communicate with supervisors, co-workers, and auditee personnel. Demonstrate the ability to follow instructions and accept constructive feedback from supervisors. Analyze information and data to evaluate agency financial activities in relation to statutes, regulations, fiscal rules, generally accepted accounting principles, and standards of program efficiency and effectiveness. Demonstrate appropriate attention to detail. Organize audit documentation in a logical order that can be easily followed by supervisors and other members of the audit team. Seek supervisor guidance in applying judgment in a manner commensurate with experience. Accept responsibility for actions. Adhere to LLA standards of conduct and protocols. Maintain a positive, constructive attitude and works well with others. Maintain confidentiality of client information. Perform other tasks as assigned by a supervisor. Other Duties & Responsibilities The above statements are intended to describe the general nature and level of the work being performed by individuals assigned to this position. They are not an exhaustive list of all duties and responsibilities associated with it. The absence of specific statements of duties does not exclude those tasks from the position if the work is similar, related to, or a logical assignment for the position. Qualifications O Minimum Qualifications Completion of 12 hours in Accounting. Minimum 2.5 grade point average (GPA). Work a minimum of 15-20 hours per week. Please visit our career site at *************** or apply directly for this position by creating a profile and uploading the following information to ********************************************* Resume Cover letter Official or Unofficial College transcripts
    $27k-38k yearly est. Auto-Apply 60d+ ago
  • Main Banker

    Bally's Corporation 4.0company rating

    Finance associate job in Shreveport, LA

    Why Bally's? Bally's Corporation is a global casino-entertainment company with a growing omni-channel presence, currently owning and managing 15 casinos across 10 states, a golf course in New York, a horse racetrack in Colorado, and having access to OSB licenses in 18 states. The recent acquisition of Aspers Casino in Newcastle, UK, further expands its international footprint and enhances its diverse entertainment offerings. It also owns Bally's Interactive International, formerly Gamesys Group, a leading, global, interactive gaming operator, Bally Bet, a first-in-class sports betting platform, and Bally Casino, a growing iCasino platform. With 10,600 employees, the Company's casino operations include approximately 15,300 slot machines, 580 table games, and 3,800 hotel rooms. Bally's also has rights to developable land in Las Vegas post the closure of the Tropicana. Upon completion of the announced merger with The Queen Casino & Entertainment Inc. ("Queen"), the above portfolio is expected to be supplemented with four additional casinos across three states, one of which will be an additional state that expands Bally's jurisdiction of operations to include the state of Iowa. Queen will also add over 900 employees, and operations that currently include approximately 2,400 slot machines, 50 table games, and 150 hotel rooms to the Bally's portfolio. Bally's will also become the successor of Queen's significant economic stake in a global lottery management and services business through its investment in Intralot S.A. (ATSE: INLOT). The Role: Responsible for maintaining accuracy and security of a Main Bank inventory and floating accountability. Responsible for Security Officers on assigned shift. Maintains and enforces compliance procedures. Ensures complete documentation of all incident reports. Assists with compliance issues with federal, state, local and company policies. Safeguards all company assets. Assists with training, evaluating, scheduling and counseling of the security personnel. Responsibilities: * Maintains and protects bankroll with floating accountability. * Handles exchanges with window banks, slot employees and other departments. * Pays slot hopper fills and jackpots. * Accepts and verifies Slot, BVA, Table and Poker Drops. * Accepts and verifies other revenue. * Maintains and balances return checks, customer deposits and markers during a shift. * Prepares bank deposits and Main banks Inventory and Accountability. * Handles miscellaneous paid in's and paid outs. * Conducts transactions with employees to issue Slot Currency Banks and F&B Banks. * Closes out Jet-Sort Machines. * Must obtain a Responsible Vendors License. * Other duties may be assigned. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. What's in it for you: * Competitive Salary with annual performance reviews * Comprehensive health coverage plan that includes medical, dental, and vision * 401(K)/ Company Match * Access Perks and Childcare discounts Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Let Bally's Bet on You - We can't wait to meet you!
    $29k-34k yearly est. 24d ago
  • Financial Reporting Intern

    Origin Bank 4.0company rating

    Finance associate job in Ruston, LA

    Gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. Opportunities will range from Accounting/Finance, Mortgage, Operations, Lending, Human Resources, etc. into the area of your field of study and you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. Origin Bank is excited to announce we're hiring for our G.I.V.E Summer Internship Program! We are currently seeking Junior and Senior college level students to work as an Intern for an 8-week summer internship starting early June and ending early August 2026. Our G.I.V.E Internship Program (Giving Interns Valuable Experience) provides the opportunity for interns to gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. As an intern, you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. The ideal Financial Reporting Intern will work closely with the Financial Reporting team and will perform the following duties: Assist with the preparation and review of quarterly financial reports, including Form 10-Q, earnings releases, and investor presentations by performing tie-outs, footings, and spell checks prior to submission. Roll forward financial reporting schedules, including Proxy and Form 11-K documentation, following external filings. Prepare and post journal entries in PeopleSoft to support financial close and reporting activities. Gather supporting documentation and reconcile amounts for EPS calculations and equity roll-forward schedules. Extract general ledger data from PeopleSoft to support quarterly filings, including variance analysis for non-interest income and non-interest expense. Maintain and update historical financial reporting data within centralized Excel workbooks. Organize and maintain Excel workbooks by cleaning unused cells, improving structure, and ensuring documentation is clear and accurate. Qualifications / Skills Proficiency in Microsoft Office (Excel, Word, Outlook), with strong Excel skills including formulas, VLOOKUP/XLOOKUP, and pivot tables. Ability to follow, understand, and recreate Excel formulas using prior support documentation. Strong attention to detail with a high level of accuracy. Ability to manage deadlines while maintaining strong organizational skills. Effective time management skills with the ability to multitask and prioritize work. Strong written and verbal communication skills. Preferred Major: Accounting Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
    $29k-34k yearly est. Auto-Apply 30d ago
  • Financial Services Specialist

    Tulane University 4.8company rating

    Finance associate job in New Orleans, LA

    Responsible for working with supervisor and student business editors of eight law journals to monitor and maintain their bookkeeping process; organize and support a major event and two budgetary meetings for Tulane Law Review; and serve as office lead for finance and administration. * Must be detail-oriented, extremely organized, and professional * Ability to become proficient in QuickBooks Pro and Tulane accounting software * Ability to become proficient in MS Office software * Ability to perform multiple tasks concurrently. * Ability to work independently and show initiative to meet department needs * High School diploma or equivalent * Two years of directly-related bookkeeping or accounting experience * College degree * More than two-years of experience in administrative / accounting work * Proficiency in QuickBooks Pro, MS Office software
    $35k-42k yearly est. 31d ago
  • Financial Service Representative l - Jefferson Financial FCU Lapalco 4924

    Keesler Federal Career 4.5company rating

    Finance associate job in Marrero, LA

    JOIN THE EXTRAORDINARY TEAM AT JEFFERSON FINANCIAL FCU A DIVISION OF KEESLER FEDERAL CREDIT UNION Travel may be required during training. Additional details will be discussed during the interview. EXTRAORDINARY BENEFITS: Medical, dental, and vision insurance Short Term & Long Term Disability Benefits Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses Employee and Dependent Life Insurance 401(k) Retirement Plan with 100% match on the first 5% contributed by you Paid Leave 11 Paid Holidays Tuition Reimbursement Competitive Scholarships EAP (Employee Assistance Program) WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS Position: Financial Services Representative I (FSR I) Department: Retail Operations Reports To: Branch Manager FLSA: Non-Exempt SUMMARY Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members. Explains products' and/or services' value, benefits, features, rates and fees to members. Using the AIDINC process as outlined in The Member Advantage (TMA) training, is responsible for conducting a high quality interview with members and potential members to satisfy their needs. Through the use of the Opening Act (OA) system, creates membership, new account, and deposit services in Symitar. Also uses Opening Act to build and submit loan applications to Central Lending Decision Makers for a decision. If an application is immediately approved by the system, (under the guidance of the Branch Manager, Assistant Branch Manager, or Loan Officer), takes steps to disburse the loan. Represents the credit union in a professional, friendly, courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns. ESSENTIAL FUNCTIONS Using Opening Act and/or Symitar, opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit. Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes Card@Once to provide members with ATM and Debit cards instantly. Handles ATM and Debit card disputes and fraud disputes. Conducts quality interviews with members using the AIDINC system to meet member needs through credit union products and services. Within the scope of an FSR I authority, accepts deposits and payments and performs withdrawals or loan advances. These transactions are performed on a variety of transaction and savings products as well as a variety of loan types, including credit cards. At the conclusion of a member interaction, reads back members' receipts in order to verify and finalize the accuracy of the transaction. Within the scope of an FSRI authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2 nd party in any dual control procedure. In opening new accounts, verifies checks for deposit are made payable to parties presenting them for negotiation, properly endorsed, and deposited in accordance with credit union policy, for new accounts and, if applicable, Reg CC. A determination of collectability based on the actual check and the member presenting the item may require an extended hold. Utilizes True Checks within prescribed guidelines. Provides account information such as current balances, transaction history, dates & amounts of deposits and loan pay-offs (excluding business loans), only for the member account owner(s) for consumer & business accounts. Works to resolve members' concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the Synapsys CRM to effectively track member concerns. Uses Opening Act system and the AIDINC process to complete quality consumer & business loan applications over the phone or in person. The goal of the loan application interview is to meet member needs and minimize pending applications. Routes the loan applications and any supporting documentation to Central Lending Decision Makers for disposition via Opening Act Priority 1 or Priority 2 queue. In the event of a declined loan, the FSR I clearly communicates the decision and how it was determined to the member in a positive and tactful manner. The FSR I should be able to advise the borrower(s) on proactive steps they can take to hopefully improve their prospects on their next application or improve their credit score. Upon loan approval, disburses the loan in accordance with guidelines and procedures. Ensures that all paperwork and documents for closure of loan are correctly completed. The goal in loan closing is to ensure that the member and KFCU are fully protected. It is imperative that any collateral offered for security has KFCU listed as lienholder, the member is aware of their requirement to maintain collateral insurance, and the terms to avoid defalcation are fully understood by the borrower(s). Like a concierge and utilizing TMA behavioral styles as a guide, provides insightful guidance and assists members through the process of opening deposit accounts, loans and other services using the AIDINC process. Consistent with the view that Sales is Service and Service is Sales, strives to exceed the goals set by the credit union with regard to member service and sales of all products and services offered by the credit union. Upholds all member information in the strictest confidence. Accurately interprets the Fair Credit Reporting Act as it applies to credit union loans. Completes, with an acceptable grade, all training for this position as directed by management and actively participates in training classes. In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies. Effectively uses TMA skills to open new products and services for membership. Maintains proficiency in Symitar, COWWW, Synergy, Synapsys CRM, Outlook, Microsoft Office, Opening Act and any other computer systems necessary to perform the job satisfactorily. Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Red Flag Program and REG CC. Utilizes The Member Advantage AIDINC system to identify potential member (internal or external) service needs which can be met through the sale of credit union products and services, or adherence to the department's policy and procedures. This can be affected through direct sale and in many cases referral to another team member. Effective use of the Synapsys CRM to create, monitor, and manage sales and referrals is required for consumer & business accounts. Provides merchant referrals directly to the merchant for business accounts. Other Duties and Responsibilities: Maintains branch office equipment and supplies necessary to keep office working efficiently. Assists in balancing the ATM as directed by the Branch Manager or Assistant Branch Manager. Assists in the balancing of Night Depository as directed by the Branch Manager or Assistant Branch Manager. Miscellaneous duties as assigned. KNOWLEDGE & SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: A high school education or GED. Community college coursework is desired. Experience and Other Requirements: One year to three years of similar or related experience. Completion of Lending Class, New Accounts training, and Teller training through the KFCU Training Department required. Must possess ability to operate computer terminal, computer printers, calculator, fax machine, copier, telephone, fax machine, currency counter, and copier with accuracy and attention to detail. Must possess and exhibit an outgoing personality, helpful member service attitude and an ability to sell credit union products and services. Must possess strong basic math skills, accuracy and attention to detail Must demonstrate an ability to understand and implement changing policies and procedures. Must be knowledgeable of teller transactions relevant to the position. Must maintain confidentiality and dependability. Exceptional oral and written communication skills required. Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Computer Skills: Extensive use of personal PC required. Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail. Must be able to navigate the internet to search for data and be able to complete online forms. Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media. Must be familiar with home banking and bill paying services. Certificates, Licenses and Registrations: Must actively participate in and successfully complete The Member Advantage (TMA) training within 9 months of employment. Must actively participate in and successfully complete TMA Annual Accelerator training classes. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands to finger, handle, feel or grasp; reach with hands and arms; and talk or hear. The employee is frequently required to kneel, crouch, or stoop. The employee is occasionally required to lift and/or move 25-50 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Extensive use of desktop computer is required. The noise level is that of a normal office environment. DECLARATION: The human resources department retains the sole rights and discretion to make changes to this job description. #HPIND
    $24k-28k yearly est. 60d+ ago
  • SBA Banker

    Renasant Corp 4.3company rating

    Finance associate job in Baton Rouge, LA

    The SBA Banker is responsible for generating SBA loan opportunities and driving them through Renasant's SBA loan process. The SBA Banker works with management, underwriting, closing and portfolio management staff to balance the highest levels of client service, SBA and regulatory compliance and the Bank's growth and income goals. The SBA Banker may be assigned to a geographical territory. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Develop new business opportunities that generate SBA loans (primarily SBA 7a program) and the various other ancillary Bank products required by SBA borrowers * Maintain knowledge of Bank loan and deposit products * Maintain thorough understanding of and adherence to the SBA SOP and the Bank's credit underwriting and closing policies and processes * Maintain effective working relationships with associates across department lines, particularly commercial bankers in the assigned footprint * Understand credit risk and be able to properly structure, evaluate, discuss and mitigate risk in a relationship * Present SBA loan requests and relevant considerations to credit team in an effort to screen and determine the Bank's appetite for the request * Perform basic analytical and financial analysis * Represent Renasant Bank in community activities * Attend and participate in all required Bank and Department meetings * Perform other related duties as assigned Qualifications The ideal candidate will possess the following traits: * Credit first approach to loan origination * Advanced problem solving skills along with a team orientation * Energetic, ambitious, entrepreneurial approach to business development * Trusted advisor to clients, ability to relate to borrowers with varying levels of sophistication * Ability to cultivate, teach and develop internal and external referral sources * Advanced organization and communication capabilities Minimum: * A high school diploma or equivalent * Previous credit or lending background and skills * Display professional interpersonal, verbal and written communication skills * Working (intermediate) knowledge of MS Word, Excel and Outlook * Technical knowledge and proficiency to handle the activities and responsibilities of job * Fluency in credit criteria and loan structure requirements * 2 years of experience in a financial sales role * Client service orientation Preferred: * Bachelor's degree * Commercial loan underwriting and account/relationship management experience Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
    $38k-65k yearly est. Auto-Apply 56d ago
  • Private Client Banker - Carrollton Claiborne - New Orleans, LA

    JPMC

    Finance associate job in New Orleans, LA

    Description You have a passion 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 having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $31k-64k yearly est. Auto-Apply 60d+ ago
  • Financial Services Intern

    Louisiana Legislative Auditor

    Finance associate job in Baton Rouge, LA

    Our paid internship program is designed to accomplish three things: 1) provide the intern an opportunity to work with a team on a relevant project(s) within our Financial Audit Services section, 2) formally train and develop their skills, and 3) provide him/her with a realistic preview of what full-time employment is like as a staff auditor. Responsibilities Job Distinctions The Financial Audit Intern position differs from the Financial Staff Auditor I position by the obligation to rapidly expand knowledge and skills in the application of professional standards and by the level of technical work performed. Examples of Work/Skills Demonstrate the ability to effectively communicate with supervisors, co-workers, and auditee personnel. Demonstrate the ability to follow instructions and accept constructive feedback from supervisors. Analyze information and data to evaluate agency financial activities in relation to statutes, regulations, fiscal rules, generally accepted accounting principles, and standards of program efficiency and effectiveness. Demonstrate appropriate attention to detail. Organize audit documentation in a logical order that can be easily followed by supervisors and other members of the audit team. Seek supervisor guidance in applying judgment in a manner commensurate with experience. Accept responsibility for actions. Adhere to LLA standards of conduct and protocols. Maintain a positive, constructive attitude and works well with others. Maintain confidentiality of client information. Perform other tasks as assigned by a supervisor. Other Duties & Responsibilities The above statements are intended to describe the general nature and level of the work being performed by individuals assigned to this position. They are not an exhaustive list of all duties and responsibilities associated with it. The absence of specific statements of duties does not exclude those tasks from the position if the work is similar, related to, or a logical assignment for the position. Qualifications Minimum Qualifications Completion of 12 hours in Accounting. Minimum 2.5 grade point average (GPA). Work a minimum of 15-20 hours per week. Please visit our career site at *************** or apply directly for this position by creating a profile and uploading the following information to ********************************************* Resume Cover letter Official or Unofficial College transcripts
    $27k-38k yearly est. Auto-Apply 60d+ ago
  • Financial Services Intern

    Llajobs

    Finance associate job in Baton Rouge, LA

    Our paid internship program is designed to accomplish three things: 1) provide the intern an opportunity to work with a team on a relevant project(s) within our Financial Audit Services section, 2) formally train and develop their skills, and 3) provide him/her with a realistic preview of what full-time employment is like as a staff auditor. Responsibilities Job Distinctions The Financial Audit Intern position differs from the Financial Staff Auditor I position by the obligation to rapidly expand knowledge and skills in the application of professional standards and by the level of technical work performed. Examples of Work/Skills Demonstrate the ability to effectively communicate with supervisors, co-workers, and auditee personnel. Demonstrate the ability to follow instructions and accept constructive feedback from supervisors. Analyze information and data to evaluate agency financial activities in relation to statutes, regulations, fiscal rules, generally accepted accounting principles, and standards of program efficiency and effectiveness. Demonstrate appropriate attention to detail. Organize audit documentation in a logical order that can be easily followed by supervisors and other members of the audit team. Seek supervisor guidance in applying judgment in a manner commensurate with experience. Accept responsibility for actions. Adhere to LLA standards of conduct and protocols. Maintain a positive, constructive attitude and works well with others. Maintain confidentiality of client information. Perform other tasks as assigned by a supervisor. Other Duties & Responsibilities The above statements are intended to describe the general nature and level of the work being performed by individuals assigned to this position. They are not an exhaustive list of all duties and responsibilities associated with it. The absence of specific statements of duties does not exclude those tasks from the position if the work is similar, related to, or a logical assignment for the position. Qualifications Minimum Qualifications Completion of 12 hours in Accounting. Minimum 2.5 grade point average (GPA). Work a minimum of 15-20 hours per week. Please visit our career site at *************** or apply directly for this position by creating a profile and uploading the following information to ********************************************* Resume Cover letter Official or Unofficial College transcripts
    $27k-38k yearly est. Auto-Apply 8d ago
  • Financial Analyst I

    Tulane University 4.8company rating

    Finance associate job in New Orleans, LA

    The Financial Analyst I is responsible for performing comprehensive analyses and projections relating to business trends to improve the School's operational and financial effectiveness. Performs analysis of financial reports and data and assists the Director of Financial Planning & Analysis and AVP Finance & Decision Support in preparing subsequent narrative analysis for management inclusive of recommendations. Develops contract revenue payout worksheets to ensure supplemental pay is calculated in line with executed contract terms.• Basic knowledge of generally accepted accounting principles (GAAP). * Strong analytical and problem-solving skills. * Ability to prepare financial reports and forecasts and form data-based solutions. * Excellent oral and written communication skills, as well as the ability to interact with individuals internal and external to the organization in an effective, courteous, and productive manner. * Excellent organizational skills; the ability to prioritize work to meet anticipated and established deadlines. * Strong attention to detail, follow-through, and the propensity to bring projects or issues to closure. * Ability to analyze possible solutions using technical experience. * Proficient computer skills, including Microsoft Office (with expertise in Excel). * Bachelor's Degree in accounting, finance, business, or related. * Two (2) years of directly related experience. * Previous experience working in a Higher Education and/or Healthcare setting. * Working knowledge of the Microsoft Teams environment.
    $41k-48k yearly est. 42d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance associate job in Metairie, LA

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 15d ago
  • Private Client Banker - St. Charles Ave. - New Orleans, LA

    JPMC

    Finance associate job in New Orleans, LA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $31k-64k yearly est. Auto-Apply 60d+ ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance associate job in Lafayette, LA

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 15d ago

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