Relationship-Driven Personal Banker

Hancock Whitney; Hammond (LA); On-site; USD 40,000 - 65,000; Full time

Job summary

Hancock Whitney is seeking a Financial Center Associate in Louisiana to build lasting client relationships, conduct needs assessments, and offer tailored financial solutions. You will refer clients to specialists and educate them on self-service banking options while driving sales opportunities.

A strong focus on compliance, service, and community engagement is required to support the center's goals. The role involves evening and weekend hours and occasional travel, with an emphasis on

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.
• Will accept candidates with a Bachelor's degree plus 2 years of cash-handling, customer service, and retail experience.

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 to ensure 24/7 account access.
• Drive proactive sales conversations and manage a pipeline of opportunities to achieve sales and business development goals.
• Leverage ecosystem partnerships 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 to resources.
• Support risk management by following policies to ensure operational and financial safety.
• Perform responsibilities flexibly based on the needs of the financial center, including evenings, weekends, and travel.

Skills

Client relationship building

Sales and upselling

Needs assessment

Communication skills

Financial services knowledge

Education

High School diploma or GED

Bachelor's degree preferred

Tools

Banking systems

Research tools

Job description

Hancock Whitney is seeking a Financial Center Associate in Louisiana to build lasting client relationships, conduct needs assessments, and offer tailored financial solutions. You will refer clients to specialists and educate them on self-service banking options while driving sales opportunities.

A strong focus on compliance, service, and community engagement is required to support the center's goals. The role involves evening and weekend hours and occasional travel, with an emphasis on