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Pricing Analyst - RJ Bank

Job in Saint Petersburg, Pinellas County, Florida, 33747, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-10-19
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
** 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.
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