Pricing Analyst - RJ Bank
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Before you apply
Work modehybrid
SeniorityEntry
ExperienceUp to 1 yrs
EquityIncluded
Company size10,000+ people
PostedOct 15, 2026 · 3w ago
Verified live2d ago
At a glanceSummarised by Seekless from the posting.
Liaison between senior management and RJ Bank for loan pricing approvals
Coordinate loan pricing setups for Securities Based Lending (SBL), Margin, and Structured Loans
Handle escalated issues and resolve complex problems related to loan discounts
Interpret and apply organizational policies and procedures
Review, evaluate, and implement process improvements
Coordinate with senior management on internal reports
Establish objectives and develop processes for efficient workflow
Basic mathematical calculations
Knowledge of loan discounts and FA compensation
Knowledge of investment concepts and securities industry procedures
Knowledge of banking and finance operations
Knowledge of financial markets and products
Organizational and time management skills
Operating standard office equipment and using required software applications
Ability to build solid working relationships
Ability to coach others
Ability to provide courteous, timely customer service
Ability to speak clearly and concisely
Ability to convey information clearly through documents
Ability to facilitate meetings
Ability to partner with other functional areas
Ability to work under stress and pressure
Ability to plan, organize, and coordinate work assignments
Ability to promote team cohesiveness and cooperation
Ability to work independently with minimal supervision
Bachelor's degree in Accounting, Business Administration, or Finance
General experience of 4 to 6 months
Travel less than 25%
Hybrid workstyle
Skills
standard office equipment
spreadsheets
databases
Benefits
Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off
Job Description Summary
Under general supervision, utilizes knowledge and skills gained through experience or training to provide advanced support of a function within a unit or department. Serves as the liaison between senior management and the RJ Bank in coordinating loan pricing approvals for the Loan Pricing Desk. Guidance is provided to perform varied work that is difficult in nature and that requires some evaluation, originality and ingenuity to make moderately complex decisions. Maintains extensive contact with internal and external customers to identify, research and resolve problems. Adapts procedures, processes, and techniques to accomplish the requirements of the position. Serves as a resource to others in the resolution of complex problems and issues.
Job Description
Essential Duties and Responsibilities
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Serves as the liaison between various groups to ensure accuracy of Securities Based Lending (SBL), Margin, and Structured Loan discount setups.
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Ensures effective coordination occurs within assigned work group and with other work groups.
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Handles escalated issues, and supports others to resolve complex problems primarily related to loan discounts.
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Interprets and applies organizational policies and procedures.
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Reviews, evaluates and implements process improvements, as appropriate.
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Reviews and evaluates suggestions for additional controls to improve current processes.
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Coordinates with senior management on the presentation and preparation of internal reports that can be quickly reviewed by management.
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Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.
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Schedules, reports, and tracks information for the department.
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Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed.
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Assists in orienting, training and coaching employees.
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May be designated to serve in a “team lead” function.
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Performs other duties and responsibilities as assigned.
Knowledge of
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Basic mathematical calculations.
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Key internal and/or external contacts to request assistance from or utilize expertise.
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Concepts, principles and practices of loan discounts and FA compensation.
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Investment concepts, practices and procedures used in the securities industry.
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Principles of banking and finance operations.
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Financial markets and products.
Skill in
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Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
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Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
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Interpreting and applying policies and procedures.
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Implementing processes and procedures for efficient and timely work flow.
•
Promoting effective coordination between work groups.
Ability to
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Build solid, effective working relationships with others.
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Coach others to develop their skills.
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Execute instructions and request clarification when necessary.
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Provide courteous, timely service when addressing customer questions and concerns.
•
Speak clearly and concisely.
•
Convey information clearly and effectively through both formal and informal documents.
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Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
•
Partner with other functional areas to accomplish objectives.
•
Constructively work under stress and pressure when faced with high workloads and deadlines.
•
Plan, organize, and coordinate work assignments.
•
Promote team cohesiveness, cooperation, and effectiveness.
•
Work independently with minimal supervision.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
Workstyle
Hybrid
Benefits
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
About the company
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.