Personal Banker

Hancock Whitney Bank•Covington, LA

About The Position

The Personal Banker builds and maintains relationships with clients and prospects, assesses financial needs, and provides tailored banking products and services. The role includes educating clients about digital and self-service banking, developing sales opportunities, referring clients to specialized partners, processing financial transactions, and supporting a positive financial center lobby experience. The Personal Banker also follows established policies and supports the Bank’s risk management culture. Work may flex to meet financial center needs, including evenings, weekends, and occasional travel.

Requirements

High school diploma or GED required.
At least 3 years of sales and client service experience required; alternatively, a bachelor's degree plus 2 years of cash-handling, customer service, and retail experience will be considered.
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 on successful registration and a background check.
Ability to work financial center hours, including weekends and evenings, and to 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.

Nice To Haves

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

Responsibilities

Build and maintain relationships with clients and prospects 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 on mobile, online, ATM, and emerging self-service banking options.
Drive proactive sales conversations and manage a pipeline to achieve assigned sales and business development goals.
Use ecosystem partnerships and community centers of influence to acquire, expand, and retain relationships.
Process routine and complex transactions, including deposits, withdrawals, loan payments, and account servicing.
Engage, greet, and direct clients to appropriate resources in the financial center lobby.
Make sound decisions, maintain situational awareness, and follow established policies to support operational and financial safety.
Work flexibly according to financial center needs, including evenings, weekends, and occasional travel.