Personal Banker

Hancock Whitney; Metairie (LA); Sur place; USD 42 000 - 66 000; Plein temps

Résumé du poste

Hancock Whitney is seeking a branch-based Banking Relationship professional in Metairie, LA to grow client relationships and drive sales through local engagement and excellent service.

You will conduct financial needs assessments, educate clients on digital banking options, and refer to experts to meet complex needs while maintaining regulatory compliance and risk controls. Requires flexibility for evenings/weekends and occasional travel.

Qualifications

• High school diploma or GED required; Bachelor’s degree preferred.
• 3+ years of sales and client service experience required; prior banking experience preferred.
• 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.
• State Life Insurance license preferred.
• NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.

Responsabilités

• 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 to ensure 24/7 account access.
• Drive proactive sales conversations and manage a pipeline of opportunities to achieve assigned sales goals.
• Leverage ecosystem partnerships to acquire, expand, and retain relationships.
• Process routine and complex financial transactions, including deposits and loan payments.
• Actively manage the financial center lobby experience by engaging clients.
• Support the Bank’s risk management culture by following policies to ensure safety.
• Perform responsibilities flexibly based on the needs of the financial center, including evenings, weekends, and travel.

Connaissances

Client relationship building

Sales & customer service

Banking product knowledge

Banking systems proficiency

NMLS familiarity

Life insurance license

Formation

High school diploma or GED

Bachelor’s degree preferred

Outils

Banking software

Research tools

Description du poste

ESSENTIAL DUTIES & 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.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

• High School diploma or GED required; Bachelor’s degree preferred.
• 3+ years of sales and client service experience required; prior banking experience preferred.
• Will also consider candidates with 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.
• State Life Insurance license preferred.
• NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

• 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. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.