Personal Banker

Hancock Whitney Corp.; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Hancock Whitney Corp. in San Antonio seeks a Bank Relationship Manager to build client relationships through meetings, calls, and community events. You will conduct needs assessments and tailor financial solutions while promoting digital banking options.

Refer clients to experts, manage a sales pipeline to meet goals, and collaborate with partners to expand relationships. Must have 3+ years in sales/service; NMLS registration and Life Insurance license preferred; travel may be required.

Qualifications

• High School diploma or GED required; Bachelor’s degree preferred.
• 3+ years of sales and client service experience required; prior banking experience preferred.
• NMLS registration under the SAFE Act of 2008 required; 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.
• 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 sales 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 and directing clients.
• Support risk management by following policies to ensure operational and financial safety.
• Perform responsibilities flexibly including evenings, weekends, and travel as required.

Skills

Relationship building

Sales experience

Customer service

Prospecting

Education

High School diploma or GED

Bachelor’s degree preferred

Tools

Banking systems

Research tools

Job description

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.