Pricing Analyst - RJ Bank

Essential Duties and Responsibilities

• Serves as the liaison between various groups to ensure accuracy of Securities Based Lending (SBL), Margin, and Structured Loan discount setups.

• Ensures effective coordination occurs within assigned work group and with other work groups.

• Handles escalated issues, and supports others to resolve complex problems primarily related to loan discounts.

• Interprets and applies organizational policies and procedures.

• Reviews, evaluates and implements process improvements, as appropriate.

• Reviews and evaluates suggestions for additional controls to improve current processes.

• Coordinates with senior management on the presentation and preparation of internal reports that can be quickly reviewed by management.

• Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.

• Schedules, reports, and tracks information for the department.

• Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed.

• Assists in orienting, training and coaching employees.

• May be designated to serve in a “team lead” function.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Basic mathematical calculations.

• Key internal and/or external contacts to request assistance from or utilize expertise.

• Concepts, principles and practices of loan discounts and FA compensation.

• Investment concepts, practices and procedures used in the securities industry.

• Principles of banking and finance operations.

• Financial markets and products.

Skill in

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

• Interpreting and applying policies and procedures.

• Implementing processes and procedures for efficient and timely work flow.

• Promoting effective coordination between work groups.

Ability to

• Build solid, effective working relationships with others.

• Coach others to develop their skills.

• Execute instructions and request clarification when necessary.

• 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.

• 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.