Personal Banker

Hancock Whitney Bank•Lafayette, LA

About The Position

The Personal Banker builds and maintains relationships with clients and prospects, assesses financial needs, and provides tailored banking product and service solutions. The role includes client outreach and community engagement, referrals to business partners and subject matter experts, education on digital banking options, and proactive sales and business development. The Personal Banker also processes routine and complex financial transactions, helps manage the financial center lobby experience, and supports the Bank’s risk management culture by following established policies and making sound decisions. Work duties may vary based on financial center needs and include evenings, weekends, and occasional travel.

Requirements

High school diploma or GED.
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; 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 the stated accommodation provision.

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 self-service and digital banking options, including mobile, online, ATM, and emerging technologies.
Drive proactive sales conversations and manage a pipeline of opportunities 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.
Engage, greet, and direct clients to appropriate resources in the financial center lobby.
Support the Bank’s risk management culture by making sound decisions, maintaining situational awareness, and following established policies.
Perform duties flexibly according to financial center needs, including evenings, weekends, and occasional travel.