Personal Banker

Hancock Whitney•San Antonio, TX

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 supports client relationships through in-person and phone outreach, community engagement, educational events, referrals to business partners, and proactive education on digital and self-service banking options. The Personal Banker manages sales opportunities and business development goals, processes financial transactions, and supports the financial center lobby experience. The position also supports the Bank’s risk management culture by making sound decisions, maintaining situational awareness, and following established policies. Work may vary according to financial center needs and includes 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.
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 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 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 financial transactions, including deposits, withdrawals, loan payments, and account servicing.
Engage, greet, and direct clients to appropriate resources in the financial center lobby.
Follow established policies, maintain situational awareness, and make sound decisions to support operational and financial safety.
Work flexibly based on financial center needs, including evenings, weekends, and occasional travel.