Personal Banker

Hancock Whitney•Lafayette, LA

About The Position

The Personal Banker builds and maintains relationships with clients and prospects, assesses their financial needs, and provides tailored banking products and services. The role combines client service, sales and business development, financial transactions, digital banking education, and lobby support. The banker also contributes to the Bank’s risk management culture by following policies and making sound decisions. Responsibilities may vary with financial center needs and may include evenings, weekends, and occasional travel.

Requirements

High school diploma or GED required.
At least 3 years of sales and client service experience, or a bachelor’s degree plus 2 years of cash-handling, customer service, and retail experience.
Proven ability to form, expand, and deepen client relationships.
Working knowledge of applicable banking products, services, and regulations.
Proficiency in banking systems, applications, and research tools.
NMLS registration under the SAFE Act of 2008 required; employment is contingent upon successful registration and a background check.
Ability to work financial center hours, including weekends and evenings, and travel as required.
Ability to work under stress and meet deadlines.
Ability to lift, move, or carry approximately 25 pounds if required to perform essential job functions, subject to accommodation where applicable.

Nice To Haves

Bachelor’s degree preferred.
Prior banking experience preferred.
State Life Insurance license preferred.

Responsibilities

Build and maintain client and prospect relationships through in-person meetings, phone outreach, outbound calling, community engagement, and educational events.
Conduct financial needs assessments and provide tailored product and service solutions.
Refer clients to business partners and subject matter experts for specialized financial needs.
Educate clients about self-service and digital banking options, including mobile, online, ATMs, and emerging technologies.
Conduct proactive sales conversations and manage an opportunity pipeline to meet assigned sales and business development goals.
Use ecosystem partnerships and community centers of influence to acquire, expand, and retain relationships.
Process routine and complex financial transactions, including deposits, withdrawals, loan payments, and account servicing.
Manage the financial center lobby experience by engaging, greeting, and directing clients to appropriate resources.
Support the Bank’s risk management culture by making sound decisions, maintaining situational awareness, and following established policies to protect operational and financial safety.
Perform duties flexibly based on financial center needs, including evenings, weekends, and occasional travel.