Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker

Hancock Whitney

Job Title

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

Essential Duties And 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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Metairie, LA vacancy
  • Hancock Whitney Corp. is seeking a results-oriented banking professional to build client relationships and drive sales at our financial center. You will conduct needs assessments, tailor product solutions, and educate clients on digital banking options to ensure 24/7 access...
    Suggested
    Afternoon shift

    Hancock Whitney

    Metairie, LA
    2 days ago
  •  ...location listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful,...  ...emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking... 
    Suggested
    Temporary work
    Part time
    Work at office

    First Horizon Bank

    New Orleans, LA
    17 days ago
  •  ...location listed in the job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful,...  ...emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking... 
    Suggested
    Temporary work
    Part time
    Work at office

    First Horizon Bank

    New Orleans, LA
    25 days ago
  •  ...b1BANK in Metairie, LA is seeking a Universal Banker to deliver high-quality customer service while handling transactions and assessing needs for new accounts. You'll support credit functions, cross-sell bank products, and maintain relationships to help the branch meet... 
    Suggested

    b1BANK in

    Metairie, LA
    1 day ago
  •  ...participating in client/prospect calling activities during special deposit/loan campaigns. Assist client with loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate.   Client experience... 
    Suggested
    Part time
    Work at office

    First Horizon Bank

    New Orleans, LA
    26 days ago
  • $1,000 per month

     ...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Metairie, LA
    1 day ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
    Full time
    Internship
    Local area

    Unavailable

    Metairie, LA
    3 days ago
  •  ...relationships while delivering exceptional service and tailored financial solutions.DutiesAssess clients' financial situations and develop personalized financial plans to meet their needs.Provide guidance on investment management, cash management, and portfolio management... 

    Simple Staffing

    Metairie, LA
    4 days ago
  • Are you interested in helping others achieve a secure financial future? Do you thrive in a goal-oriented environment? If so, Compass Capital Management invites you to explore a career as a Financial Advisor with us. If you're new to the field, we provide a subsidized training...
    Work at office
    Local area

    Compass Capital Management

    Metairie, LA
    2 days ago
  • $61k - $119k

     ...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve... 
    Full time
    Contract work
    For contractors
    Work at office

    Unavailable

    Metairie, LA
    2 days ago
  • $46.12k

     ...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services,... 
    Full time
    Flexible hours

    Regions Financial

    Chalmette, LA
    6 days ago
  • $45k - $55k

     ...federal, state, and college financial aid packages, and be able to refer potential candidates to the appropriate source. In addition the person in this position will offer information and advice regarding eligibility criteria and responsibilities, help explain policies,... 
    Full time
    Casual work
    Work at office
    Local area
    Flexible hours

    Blue Cliff College

    Metairie, LA
    more than 2 months ago
  • $1,000 per month

     ...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    New Orleans, LA
    5 days ago
  •  ...high quality new deposits and loan business from existing clients and prospectsMeets with existing clients and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the bank can help provide business solutions... 
    Work at office
    Local area

    Hancock Whitney

    Metairie, LA
    5 days ago
  •  ...Mortgage Banker Job ID 2026-15287 Job Locations US-LA-Metairie Overview The Mortgage Banker will be responsible...  ...is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the... 
    Contract work
    Work at office
    Local area
    Immediate start
    Work from home
    1 day per week

    Renasant

    Metairie, LA
    16 hours ago
  •  ...Universal BankerA Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and...  ...Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting... 
    Work at office
    Local area
    Afternoon shift

    Hancock Whitney

    New Orleans, LA
    3 days ago
  •  ...Universal Banker IIThis position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the... 
    Bank staff
    Work at office
    Night shift

    Home Bank

    Metairie, LA
    3 days ago
  • Job Description Work Location: Lakeside Hospital - Metairie Shift Information: Monday - Friday 7:30 am - 4:00 pm Responsible for evaluating Financial Assistance application packets submitted for charity care recommendation. Accountable for performing timely follow...
    Work at office
    Local area
    Monday to Friday
    Shift work

    Conifer Value

    New Orleans, LA
    4 days ago
  •  ...Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our... 
    Full time
    Local area

    Woodforest National Bank

    New Orleans, LA
    3 days ago
  • $18 - $20 per hour

     ...Universal Banker Associate NOLA (Crowder) Full Time $18.00 - $20.00 per hour The Universal Banker Associate provides first-line...  ...Customer service skills for greeting and assisting customers in person, by phone, and at the drive-thru. Cash handling experience, including... 
    Hourly pay
    Full time
    Local area
    Night shift

    Insperity

    New Orleans, LA
    3 days ago
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel...  ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment... 
    Part time

    Chase

    New Orleans, LA
    6 days ago
  •  ...network for middle-market clients by identification of potential qualified clients and making initial contacts.Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.Adequately prepares for and... 
    Work at office
    Local area

    Western & Southern Life

    Harvey, LA
    2 days ago
  • Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works...
    For contractors
    Work at office

    Nora Vaden Holmes - State Farm Agent

    Metairie, LA
    6 days ago
  • Work Place Flexibility: Hybrid Legal Entity: Entergy Services, LLC JOB SUMMARY/PURPOSE: This role is part of a team that performs market and customer research, economic modeling and analysis on subjects that have key implications for ETR’s long-term growth. Examples of ...
    Work experience placement
    Work at office
    Local area
    Relocation
    Visa sponsorship
    Work visa

    Entergy

    New Orleans, LA
    6 days ago
  • $60k

    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Grants Manager Full Time Regular Audubon Nature Institute, New Orleans, LA, US Position Title: Grants Manager Department...
    Full time
    Contract work
    Temporary work
    Work at office
    Local area

    Audubon Institute

    Harahan, LA
    4 days ago
  •  ...client information in adherence to bank guidelines, including personal client data, account data and other sensitive information. Maintains...  ...Analysts, Commercial Underwriters, RMs or other commercial bankers is preferred. Excellent verbal, written & interpersonal skills.... 
    Work at office
    Local area

    3M HEALTHCARE

    Harahan, LA
    18 hours ago
  •  ...Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service, operational...  ...Provide customer assistance related to banking needs both in-person and over the phone Assist supervisor with maintaining... 
    Work at office
    Local area

    Fidelity Bank

    New Orleans, LA
    23 days ago
  • Job Description Job Description Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and ...

    WealthBridge Financial Group

    Kenner, LA
    a month ago
  • $100k

     ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory... 
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    New Orleans, LA
    11 days ago
  •  ...Advisor Your Gateway to Financial Advisory Excellence Duration: 13 Weeks Location: Metairie, LA * Hybrid Training - In-Person + Online Components if located outside of Metairie (but must be located in the State of LA) * Must live or have lived in LOUISIANA... 
    Full time
    Apprenticeship

    Magnolia Wealth Strategies

    Metairie, LA
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!