Personal Banker

Hancock Whitney•Bradenton, FL

13d

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 includes proactive sales and business development, referrals to specialized partners, client education on digital banking options, and processing financial transactions. The Personal Banker also supports the financial center’s lobby experience and helps maintain operational and financial safety by following established policies and exercising sound judgment. Duties 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.
Alternatively, a bachelor’s degree plus 2 years of cash-handling, customer service, and retail experience will be considered.
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 on 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 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 on self-service and digital banking options, including mobile, online, ATM, and emerging technologies.
Manage sales opportunities and pursue assigned sales and business development goals.
Use ecosystem partnerships and community centers of influence to acquire, expand, and retain client 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.
Work flexibly based on financial center needs, including evenings, weekends, and occasional travel.