Personal Banker

Hancock Whitney Bank•Bradenton, FL

12d

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 supports clients with routine and complex financial transactions, promotes digital and self-service banking options, and connects clients with business partners and subject matter experts for specialized needs. The Personal Banker also manages sales opportunities and contributes to a positive financial center experience while supporting the Bank’s risk management and operational safety practices. Work responsibilities may vary according to financial center needs and include evenings, weekends, and occasional travel. The role requires a high school diploma or GED and at least three years of sales and client service experience, or a bachelor’s degree plus two years of cash-handling, customer service, and retail experience. NMLS registration under the SAFE Act of 2008 is required, with employment contingent on successful registration and a background check.

Requirements

High school diploma or GED required.
At least three years of sales and client service experience; alternatively, candidates with a bachelor’s degree and two 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 required; employment is contingent upon successful registration and a background check.
Ability to work financial center hours, including evenings and weekends, 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 accommodation.

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 about 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.
Manage the financial center lobby experience by engaging, greeting, and directing clients to appropriate resources.
Support the Bank’s risk management culture by making sound decisions, maintaining situational awareness, and following established policies.
Perform responsibilities flexibly based on financial center needs, including evenings, weekends, and occasional travel.