J.P. Morgan Wealth Management - Private Client Investment Associate - Baton Rouge, LA
Investment banker job in Baton Rouge, LA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinancial Representative
Investment banker job in Baton Rouge, LA
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
Auto-ApplySBA Banker
Investment banker 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.
Auto-ApplyFinancial Center Representative
Investment banker job in Baton Rouge, LA
Job Description
Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.
Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve. Our mortgage division, NOLA Lending Group, is a leader in providing residential home financing solutions in 46 states.
Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including:
Competitive pay based on the position, qualifications, relevant experience, and skillset
Paid Time Off
Up to 14 paid holidays annually
Comprehensive Medical, Dental, and Vision Insurance
Employer Funded Health Savings Account
Paid Parental Leave
401(k) with matching contributions
Wellness Program to reduce health insurance premiums
Free or discounted banking and mortgage services
Basic Life Insurance and AD&D
Tuition Reimbursement Plan
Associate Referral Program
Associate Volunteer Program
Employee Assistance Fund
(subject to IRS guidelines)
Employee Assistance Program
Opportunities for training and career development
Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts
Retail branch locations are closed on Saturdays!
The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.
Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank/NOLA Lending Group is looking for competitive, self-reliant, energetic individuals that are driven to succeed.
Position Summary:
The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service, operational and audit excellence, while making appropriate referrals.
This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay.
This position may be filled at a lower or higher level depending on the candidate's qualifications and relevant experience.
Required Qualifications, Competencies, and Skills:
GED or High school diploma
1 year cash handling experience in a financial institution or retail environment
Ability to travel across company footprint as needed
Proficient in Microsoft Office Suite to include Word, Outlook, Teams
Developed cognitive skills to include Problem Solving, Judgement, Decision-Making, Organization & Planning
Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Tenacity
Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Resilience & Balance, Collaboration, Client Focus
Developed technology skills to include Technical Acumen, Knowledge Management
Developed leadership skills to include Developing Followers, Achieving Results
Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting, Presence
Preferred Qualifications, Competencies, and Skills:
6 months of retail banking experience
High-volume cash handling experience
Proficient in Microsoft Office Suite to include Excel, PowerPoint
Essential Duties and Responsibilities:
Perform teller transactions
Responsible for balancing, locating and reconciling discrepancies in cash drawer including end-of-day balancing procedures and reporting any discrepancies to the supervisor as necessary
Assist with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments
Open new accounts and handles client maintenance requests
Contribute to the financial center's success by achieving assigned referral goals
Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity's products and services
Report to a supervisor for approvals when assistance is needed with transactions
Provide customer assistance related to banking needs both in-person and over the phone
Assist supervisor with maintaining accurate reports
Report any discrepancies to the supervisor as necessary
Assist in maintaining branch appearance standards
Assist with mentoring associates
Adhere to all bank policies and procedures
Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
Perform other duties and/or special projects as appointed by management
Physical Requirements: primarily sitting with some standing, walking, lifting and bending
Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. 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. Fidelity promotes a drug free workplace.
If you require an accommodation to submit your application for an open position, please send an email request to ************************************* or call ************. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.
For assistance or questions regarding the recruitment process, please email *************************************.
This position is located in Baton Rouge, LA, 70808.
Financial Services Representative - State Farm Agent Team Member
Investment banker job in Baton Rouge, LA
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Signing bonus
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Clifton Ourso Jr - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Strong analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Financial Representative with Training
Investment banker job in Hammond, LA
Job DescriptionBenefits:
Bonus based on performance
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at the Habetz Network of Northwestern Mutual (NM)! Our Network, recognized as a top workplace in New Orleans and beyond, has been honored with several prestigious awards, including New Orleans Top Workplaces 2024 and Reader Rankings Best Insurance Company 2023. Our leadership shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year Honorees in 2023. We are significantly investing in growth through the development of new internal leaders.
Our thriving offices are located:
New Orleans: 111 Veterans Memorial Blvd. Ste 940 Metairie, LA 70005
Mandeville: 1130 W Causeway Approach Mandeville, LA 70471
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree in finance, business, or a related field is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend that is earned on controllable factors, ensuring an income if you put in the work and meet the positions requirements.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Our 3 Uniques: What Sets Us Apart
Development: World-class coaching and mentoring at both local and national levels, supporting growth throughout your career.
Relationships: A highly engaged, supportive culture that values connection and collaboration.
Northwestern Mutual: Financial strength, a unique mutual structure, an exclusive distribution system, and a proven planning process for lasting impact.
We are deeply committed to making a positive impact in the community by passionately supporting several remarkable initiatives:
Womens Leadership Academy: Inspiring inclusion through International Womens Day panels and empowering young women through leadership programs.
Alexs Lemonade Stand Foundation: Supporting childhood cancer research and families affected by it.
University of New Orleans Alumni Association: Actively engaging with alumni to foster community connections.
DOD SkillBridge Program: Supporting military members transitioning to civilian careers.
Salvation Army: Contributing to their mission of helping those in need.
In addition to local recognition, The Habetz Network has earned national accolades, including:
Top 100 Internship by WayUp
Glassdoors Best-Led Companies
Best Overall Life Insurance Company by Time Stamped
Worlds Most Admired by Fortune
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Avril Habetz, Managing Partner:
How long with NM? 17 years.
Previous job/career/business experience? Retail background as a manager of a local gift shop and Banana Republic.
Passionate about outside of work? Mom of 4, married for 16 years to Dr. Vandon Habetz from Lafayette, LA. Oldest of 6 and a former high school athlete. Loves being involved in the board of the Council of Catholic School Cooperative Clubs, helping all parent clubs in the Catholic school system, enjoying her growing family, traveling to new places, and attending any and all sporting events.
Matt Malbrough, Wealth Management Advisor:
How long with NM? 12 years.
Previous job/career/business experience? Former intern, worked in furniture sales.
Passionate about outside of work? Loves to run, enjoys the outdoors, father of 2, and is actively involved in his church.
Amanda Roark, Associate Development Officer:
How long with NM? 10 years.
Previous job/career/business experience? Former intern, worked as a P&C servicing representative.
Passionate about outside of work? Former high school athlete, mom of 2, loves trivia, traveling, and is a big fan of Premier League soccer.
Bryant Boudreaux, Financial Advisor:
How long with NM? 6 years.
Previous job/career/business experience? Former intern, worked as a bartender.
Passionate about outside of work? Former high school athlete, engaged, loves spending time with friends and family experiencing NOLA culture, playing golf, and cheering for LSU & the Saints.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Avril Habetz is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Financial Service Representative
Investment banker job in Baton Rouge, LA
Campus Federal Credit Union seeks a Financial Service Representative to join our team at our Our Lady of the Lake branch. The primary purpose of this position is to assist Campus Federal in our Mission, to enhance the lives of our members and the communities we serve. This is accomplished by providing excellent service to members and to team members. A key component of this service is to identify member needs and provide appropriate credit union product solutions that will enhance the lives of our members.
Financial Service Representatives provide current and prospective members' exceptional service using a consultative sales approach to become the member's trusted advisor through every stage of their life.
Responsibilities:
Actively cross-sell additional products and services by identifying the financial needs of current and prospective members and offers appropriate credit union solutions
Promotes business for the Credit Union by maintaining good member relations and referring members to appropriate in-house personnel and Credit Union affiliates for new services
Assist in attaining established Credit Union and branch goals through active participation and promotion of sales management actives including outbound calling program
Assumes responsibility and is accountable for adherence to Credit Union policies and procedures
Handles routine member inquires, financial transactions, account maintenance and problem resolution in an accurate and timely manner
Actively participates in in-house consumer lending training to prepare for basic lending limits.
Maintains a working knowledge of all Credit Union products and services
Ability to assist at other branches in the region based on staffing needs
May assist the teller line, as needed to include processing teller transactions and mentoring tellers
Travel as required for training and development
Please note: This position may not have lending authority and will not be allowed to take mortgage loan applications without MLO registration.
Education and Experience:
High School Diploma/GED and minimum of two years of experience in a financial institution
Knowledge of banking rules and regulations
Excellent oral and written communication skills
Why Campus Federal?
We offer a supportive, mission-driven workplace with a comprehensive benefits package:
100% employer-paid health, dental, and long-term disability insurance for employees
Competitive compensation and retirement plans
Generous paid time off and sick leave
Opportunities for growth and advancement
If you're a financial professional with a passion for accuracy, leadership, and community impact, we invite you to apply today.
Due to the high volume of applications, only the most qualified candidates will be contacted.
Auto-ApplyBusiness Banker
Investment banker job in Baton Rouge, LA
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.
Auto-ApplyAssociate Relationship Banker - Highland Road - Baton Rouge, LA
Investment banker job in Baton Rouge, 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 an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ 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.
+ Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ 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.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ 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 quickly and effectively resolve client issues 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.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**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: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Relationship Banker
Investment banker job in Hammond, LA
Great employees are essential to maintaining the confidence our customers place in us. FGB believes that our employees are our greatest asset as demonstrated in their professionalism and dedication. We encourage open communication and strive to cultivate an environment in which our employees will contribute new ideas and innovations that will help us excel. As we grow, we want YOU to join our team to help fulfill our mission of serving the banking needs in our local communities.
Our full-time employees are eligible for amazing benefits including medical, dental, vision, and basic life/AD&D insurance, prescription drug benefits, long term disability, and salary continuance (short-term disability). In addition, they get paid holidays, paid vacation and sick leave, a tuition reimbursement program, 401k, section 125 cafeteria plan, and the opportunity to earn FGB stock grants. Apply today to enjoy these benefits and more!
Position Summary
The Relationship Banker is responsible for delivering exceptional customer service while performing a variety of banking functions. This role combines teller and personal banker responsibilities to provide a seamless customer experience. The Senior Relationship Banker builds relationships with customers, identifies financial needs, and recommends appropriate products and services.
Essential Duties and Responsibilities
* Greet customers and provide prompt, courteous service.
* Process routine banking transactions including deposits, withdrawals, and payments.
* Open new deposit accounts and related services and assist customers with account maintenance.
* Educate customers on digital banking tools and services.
* Support FGB sponsored Financial Foundations efforts to promote financial education in the communities we serve.
* Identify customer needs and refer to appropriate banking solutions.
* Maintain compliance with bank policies and procedures.
* Support branch sales goals through proactive customer engagement.
* Assist with branch operations and administrative tasks as needed.
* Adhere to BSA/AML policy and all other bank policies.
* Other duties and responsibilities as assigned by supervisor.
Minimum Qualifications (Education, Experience, Skills)
* High school diploma or equivalent required; college coursework preferred.
* 1 year of customer service experience required.
* 6 months of cash handling experience required.
* Previous banking strongly preferred.
* Strong communication and interpersonal skills.
* Ability to work in a team-oriented environment.
* Proficiency in basic computer applications and banking systems.
* Detail-oriented with strong organizational skills.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.
Financial Services Representative - State Farm Agent Team Member
Investment banker job in Gonzales, LA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Employee discounts
Health insurance
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Cliff Ourso - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Strong analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Relationship Banker
Investment banker job in Baton Rouge, LA
The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales and Business Development
Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Client experience
Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
Deliver excellent client experiences consistently and promptly resolve client issues effectively.
Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.
Assist banking center management with “on the job training” of new associates.
Assist with dual control vault responsibilities and audit controls.
Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.
High school diploma or general education degree (GED)
2 - 5 years of experience as a Universal Banker or Teller
COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office Suite, Salesforce
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
DeGarmo Behavioral Assessment Requirement
All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
The assessment takes approximately 12-15 minutes to complete
Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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Relationship Banker II (Hammond Main Branch)
Investment banker job in Hammond, LA
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility.
Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.
Primary Responsibilities
Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
Owns and resolves customer issues
Refers customers to an internal team of experts when complex financial goals and needs are recognized
Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks
This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information.
Requirements
High School Diploma or GED
Ability to work Saturdays as needed
Ability to handle cash and process cash transactions
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to walk and stand for extended periods of time
Ability to lift up to twenty (20) pounds
Preferences
Bachelor's degree
Life Insurance License
One (1) year of cash-handling, banking, and/or customer service experience
Skills and Competencies
Ability to adhere to policies, procedures, and guidelines
Ability to assist customers with digital banking offerings
Ability to handle multiple priorities simultaneously
Ability to oversee large sums of cash
Excellent relationship-building skills
Strong communication and customer focus
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$41,508.18 USD
Median:
$49,644.00 USD
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
Location DetailsHammond MainLocation:Hammond, Louisiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Auto-ApplyE Banking Specialist
Investment banker job in Denham Springs, LA
Job Function - Provides Treasury Management and consumer online banking user support. Researches and resolves complex customer inquiries. Provides system and product support to ensure our Treasury Management and consumer online banking customers have the correct features and functions to support their business needs. Products include: ACH Origination, Remote Deposit Capture (RDC), Mobile Banking, Positive Pay, Virtual Vault, Line Link, Bill Pay, and general online banking services.
Job Responsibilities -
Provides customer support and trouble-shoots issues that occur through online banking or with the various Treasury Management products.
Assists customers with the online banking enrollment process and setup of various features and applications.
Receives all Treasury Management Agreements, reviews to ensure they are completed correctly and contain all the required documents. Performs the customer setup, implementation, and continued support for services selected.
Performs the annual ACH and RDC customer audits in accordance with NACHA rules.
Coordinates application and system upgrades associated with online banking related services.
Calculates and reconciles all manual account analysis billing monthly.
Reconciles and maintains balance logs for all Virtual Vault deposits and change orders.
Assists the Treasury Management Product Manager with maintaining the Treasury Management Agreements, procedures, and policies.
Maintains statistical data used for monthly internal reporting and annual board reports.
Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines.
Performs all other duties as assigned.
Education and Related Experience -
* 5+ years of experience in bank operations required.
* Q2 Digital Banking platform experience preferred
* Associates Degree Preferred.
* AAP Certification preferred.
Skills and Abilities -
* Thorough understanding of NACHA Rules and Regulations
* Thorough understanding of Check 21 Regulations
* Thorough understanding of Regulation CC
* Experience with or the ability to learn the bank's core applications and various PC applications
* Strong reasoning and decisions making skills
* Excellent interpersonal skills
* Superior customer service skills
* Strong verbal and written communication skills
* Good organizational skills
* Excellent multi-tasking skills
Working Conditions and/or Physical Requirements -
* Ability to work under stress and meet deadlines.
* Ability to operate a keyboard is required to perform the essential job functions.
* Ability to read and interpret a document.
* Ability to travel if required to perform the essential job functions.
* Ability to lift/move/carry approximately 20 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 an "undue hardship" then the employee must be accommodated; hence, omitting lifting as a physical requirement.
Equal Opportunity Employer/Veterans/Disabled
E Banking Specialist
Investment banker job in Denham Springs, LA
Job Function -
Provides Treasury Management and consumer online banking user support. Researches and resolves complex customer inquiries. Provides system and product support to ensure our Treasury Management and consumer online banking customers have the correct features and functions to support their business needs. Products include: ACH Origination, Remote Deposit Capture (RDC), Mobile Banking, Positive Pay, Virtual Vault, Line Link, Bill Pay, and general online banking services.
Job Responsibilities -
Provides customer support and trouble-shoots issues that occur through online banking or with the various Treasury Management products.
Assists customers with the online banking enrollment process and setup of various features and applications.
Receives all Treasury Management Agreements, reviews to ensure they are completed correctly and contain all the required documents. Performs the customer setup, implementation, and continued support for services selected.
Performs the annual ACH and RDC customer audits in accordance with NACHA rules.
Coordinates application and system upgrades associated with online banking related services.
Calculates and reconciles all manual account analysis billing monthly.
Reconciles and maintains balance logs for all Virtual Vault deposits and change orders.
Assists the Treasury Management Product Manager with maintaining the Treasury Management Agreements, procedures, and policies.
Maintains statistical data used for monthly internal reporting and annual board reports.
Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines.
Performs all other duties as assigned.
Education and Related Experience -
• 5+ years of experience in bank operations required.
• Q2 Digital Banking platform experience preferred
• Associates Degree Preferred.
• AAP Certification preferred.
Skills and Abilities -
• Thorough understanding of NACHA Rules and Regulations
• Thorough understanding of Check 21 Regulations
• Thorough understanding of Regulation CC
• Experience with or the ability to learn the bank's core applications and various PC applications
• Strong reasoning and decisions making skills
• Excellent interpersonal skills
• Superior customer service skills
• Strong verbal and written communication skills
• Good organizational skills
• Excellent multi-tasking skills
Working Conditions and/or Physical Requirements -
• Ability to work under stress and meet deadlines.
• Ability to operate a keyboard is required to perform the essential job functions.
• Ability to read and interpret a document.
• Ability to travel if required to perform the essential job functions.
• Ability to lift/move/carry approximately 20 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 an “undue hardship” then the employee must be accommodated; hence, omitting lifting as a physical requirement.
Equal Opportunity Employer/Veterans/Disabled
Auto-ApplyPrivate Client Banker - Perkins Road - Baton Rouge, LA
Investment banker 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: **************************************************************************
Auto-ApplyFinancial Center Representative
Investment banker job in Baton Rouge, LA
Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.
Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve. Our mortgage division, NOLA Lending Group, is a leader in providing residential home financing solutions in 46 states.
Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including:
Competitive pay based on the position, qualifications, relevant experience, and skillset
Paid Time Off
Up to 14 paid holidays annually
Comprehensive Medical, Dental, and Vision Insurance
Employer Funded Health Savings Account
Paid Parental Leave
401(k) with matching contributions
Wellness Program to reduce health insurance premiums
Free or discounted banking and mortgage services
Basic Life Insurance and AD&D
Tuition Reimbursement Plan
Associate Referral Program
Associate Volunteer Program
Employee Assistance Fund
(subject to IRS guidelines)
Employee Assistance Program
Opportunities for training and career development
Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts
Retail branch locations are closed on Saturdays!
The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.
Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank/NOLA Lending Group is looking for competitive, self-reliant, energetic individuals that are driven to succeed.
Position Summary:
The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service, operational and audit excellence, while making appropriate referrals.
This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay.
This position may be filled at a lower or higher level depending on the candidate s qualifications and relevant experience.
Required Qualifications, Competencies, and Skills:
GED or High school diploma
1 year cash handling experience in a financial institution or retail environment
Ability to travel across company footprint as needed
Proficient in Microsoft Office Suite to include Word, Outlook, Teams
Developed cognitive skills to include Problem Solving, Judgement, Decision-Making, Organization & Planning
Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Tenacity
Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Resilience & Balance, Collaboration, Client Focus
Developed technology skills to include Technical Acumen, Knowledge Management
Developed leadership skills to include Developing Followers, Achieving Results
Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting, Presence
Preferred Qualifications, Competencies, and Skills:
6 months of retail banking experience
High-volume cash handling experience
Proficient in Microsoft Office Suite to include Excel, PowerPoint
Essential Duties and Responsibilities:
Perform teller transactions
Responsible for balancing, locating and reconciling discrepancies in cash drawer including end-of-day balancing procedures and reporting any discrepancies to the supervisor as necessary
Assist with balancing, locating and reconciling vault and ATM transaction as well as incoming and outgoing money shipments
Open new accounts and handles client maintenance requests
Contribute to the financial center s success by achieving assigned referral goals
Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity s products and services
Report to a supervisor for approvals when assistance is needed with transactions
Provide customer assistance related to banking needs both in-person and over the phone
Assist supervisor with maintaining accurate reports
Report any discrepancies to the supervisor as necessary
Assist in maintaining branch appearance standards
Assist with mentoring associates
Adhere to all bank policies and procedures
Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
Perform other duties and/or special projects as appointed by management
Physical Requirements: primarily sitting with some standing, walking, lifting and bending
Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. 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. Fidelity promotes a drug free workplace.
If you require an accommodation to submit your application for an open position, please send an email request to ************************************* or call ************. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.
For assistance or questions regarding the recruitment process, please email *************************************.
This position is located in Baton Rouge, LA, 70808.
Business Banker
Investment banker job in Baton Rouge, LA
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.
Auto-ApplyAssociate Relationship Banker - Highland Road - Baton Rouge, LA
Investment banker job in Baton Rouge, 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 an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
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.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
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.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
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 quickly and effectively resolve client issues 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.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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: ****************************************************************
Auto-ApplyRelationship Banker
Investment banker job in Greensburg, LA
Great employees are essential to maintaining the confidence our customers place in us. FGB believes that our employees are our greatest asset as demonstrated in their professionalism and dedication. We encourage open communication and strive to cultivate an environment in which our employees will contribute new ideas and innovations that will help us excel. As we grow, we want YOU to join our team to help fulfill our mission of serving the banking needs in our local communities.
Our full-time employees are eligible for amazing benefits including medical, dental, vision, and basic life/AD&D insurance, prescription drug benefits, long term disability, and salary continuance (short-term disability). In addition, they get paid holidays, paid vacation and sick leave, a tuition reimbursement program, 401k, section 125 cafeteria plan, and the opportunity to earn FGB stock grants. Apply today to enjoy these benefits and more!
Position Summary
The Relationship Banker is responsible for delivering exceptional customer service while performing a variety of banking functions. This role combines teller and personal banker responsibilities to provide a seamless customer experience. The Senior Relationship Banker builds relationships with customers, identifies financial needs, and recommends appropriate products and services.
Essential Duties and Responsibilities
* Greet customers and provide prompt, courteous service.
* Process routine banking transactions including deposits, withdrawals, and payments.
* Open new deposit accounts and related services and assist customers with account maintenance.
* Educate customers on digital banking tools and services.
* Support FGB sponsored Financial Foundations efforts to promote financial education in the communities we serve.
* Identify customer needs and refer to appropriate banking solutions.
* Maintain compliance with bank policies and procedures.
* Support branch sales goals through proactive customer engagement.
* Assist with branch operations and administrative tasks as needed.
* Adhere to BSA/AML policy and all other bank policies.
* Other duties and responsibilities as assigned by supervisor.
Minimum Qualifications (Education, Experience, Skills)
* High school diploma or equivalent required; college coursework preferred.
* 1 year of customer service experience required.
* 6 months of cash handling experience required.
* Previous banking strongly preferred.
* Strong communication and interpersonal skills.
* Ability to work in a team-oriented environment.
* Proficiency in basic computer applications and banking systems.
* Detail-oriented with strong organizational skills.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.