Personal Banker

Hancock Whitney•Metairie, LA

16d•Onsite

About The Position

This role focuses on building and maintaining client relationships, conducting financial needs assessments, and providing tailored product and service solutions. The Personal Banker will also refer clients to business partners for specialized needs, educate clients on digital banking options, and drive sales conversations to meet business development goals. The position involves processing financial transactions, managing the financial center lobby experience, and supporting the bank's risk management culture. Responsibilities may include evenings, weekends, and occasional travel.

Requirements

High School diploma or GED required
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 required; employment contingent upon successful registration and 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/carry approximately 25 pounds if required to perform the essential job functions.

Nice To Haves

Bachelor’s degree preferred
prior banking experience preferred
Will also consider candidates with a Bachelor’s degree plus 2 years of cash-handling, customer service, and retail experience.
State Life Insurance license preferred.

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 to identify opportunities and provide tailored product and service solutions.
Refer clients to business partners and subject matter experts to address specialized financial needs.
Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.
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.
Actively 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 to ensure operational and financial safety.
Perform responsibilities flexibly based on the needs of the financial center, including evenings, weekends, and occasional travel as required.