Personal Banker

Hancock Whitney Bank•San Antonio, TX

About The Position

The Personal Banker builds and maintains relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events. The role assesses clients’ financial needs, provides tailored product and service solutions, and refers clients to business partners or subject matter experts for specialized needs. The Personal Banker also educates clients about digital and self-service banking options, manages sales opportunities, and supports relationship acquisition, expansion, and retention. The role processes routine and complex financial transactions, supports the financial center lobby experience, and contributes to the Bank’s risk management culture by following established policies and making sound decisions. Responsibilities may vary according to financial center needs and include evenings, weekends, and occasional travel.

Requirements

High school diploma or GED required.
At least 3 years of sales and client service experience required.
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 is required; employment is contingent upon 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 the stated accommodation provision.

Nice To Haves

Bachelor’s degree preferred.
Prior banking experience preferred.
State Life Insurance license preferred.
Candidates with a bachelor’s degree plus 2 years of cash-handling, customer service, and retail experience will also be considered.

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 to address specialized financial needs.
Educate clients on self-service and digital banking options, including mobile, online, ATMs, and emerging technologies.
Drive proactive sales conversations and manage a pipeline of opportunities to achieve assigned sales and business development goals.
Leverage 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.
Engage, greet, and direct clients to appropriate resources to actively manage the financial center lobby experience.
Support the Bank’s risk management culture by making sound decisions, maintaining situational awareness, and following established policies to ensure operational and financial safety.
Perform responsibilities flexibly based on financial center needs, including evenings, weekends, and occasional travel.