Private Banker/R013693/New Orleans LA

Hancock Bank • New Orleans, LA

385d

About The Position

The Private Banker position at Hancock Bank involves coordinating the delivery of wealth products and services to high net worth clients. The role focuses on investments, borrowing, risk management, estate planning, and trust services through holistic financial planning. The Private Banker is responsible for meeting credit quality standards, generating new business, and maintaining client relationships.

Requirements

• Bachelor's degree in Business or related field required; Master's degree preferred.
• 10 years of experience in Private Banking, Wealth Management, or Wholesale Banking required.
• Series 7, Series 66 or Series 65 and Series 63, and Life and Health licenses preferred.
• CFP, CWS or similar wealth management industry designation preferred.

Nice To Haves

• Ability to obtain CFP, CWS or similar designation within 24 months of hire.

Responsibilities

• Coordinates marketing events to promote Private Wealth Management capabilities.
• Develops and grows a portfolio of revenue-generating client relationships.
• Delivers personal financial planning and advisory concepts to Private Wealth Management segments.
• Generates external sales with new clients and screens leads to attain new revenue relationships.
• Provides lending services to Private Wealth Management clients and negotiates loan structures.
• Packages and presents loan proposals to approval authorities based on client needs.
• Ensures loan agreements are complete and accurate, and manages timely loan closing activities.
• Monitors loan portfolio to ensure credit quality and manages risk within loan and deposit portfolios.
• Identifies financial needs through a consultative sales approach and provides appropriate solutions.
• Accountable for achieving goals set by management for revenue growth and production.
• Promotes and cross-sells other establishment products and services to clients.
• Maintains and updates sales activity and pipeline using sales management tools.
• Stays active in community and professional groups for potential client acquisition.
• Complies with regulatory guidelines and participates in relevant committees.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree