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.
- ...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...SuggestedWork at officeLocal areaAfternoon shift
- ...Fri 8:15-5:15 Saturday 8:30-12:15 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...SuggestedTemporary workWork at office
- ...Relationship Banker Job Category: Banking Requisition Number: RELAT017245 Location: On site at location listed in job posting... ...emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking...SuggestedTemporary workWork at office
- ...U.S. Private Bank – Private Banker – Vice President or Executive Director New Orleans, LA, United States We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within...SuggestedTemporary workWork experience placementLocal area
- Hancock Whitney Corp. is seeking a Private Banker to coordinate the delivery of wealth products to high net worth clients. This role involves financial planning, client relationship management, and ensuring credit quality standards. The ideal candidate should have extensive...Suggested
- Regions Bank is seeking a Relationship Banker I in Metairie, LA to deliver exceptional service on the cash line and over the phone, helping customers manage transactions and banking needs. The role emphasizes building relationships and guiding customers to Regions' digital...
- Hancock Whitney Corp. is seeking a professional in New Orleans to manage and expand existing business relationships while developing new opportunities. This role involves managing a substantial portfolio and increasing revenue through effective prospecting. The ideal candidate...
- BankPlus is seeking a dedicated relationship banker in New Orleans, LA, responsible for building customer relationships and providing tailored banking solutions. The ideal candidate will ensure prompt transaction processing and educate customers on banking technology....
$39.6k
Job Description At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash... ...customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify...Full timeFlexible hours- Regions Bank in Metairie, Louisiana is looking for a dedicated Relationship Banker II to engage with customers and understand their financial needs. The successful candidate will offer guidance on products and services while ensuring a superior customer experience. This...Full time
- Nola Bank (I/O) in New Orleans is looking for a motivated Universal Banker to join their Retail Banking team. You'll provide exceptional service, handle transactions, and develop relationships while ensuring compliance with regulations. The ideal candidate has at least...
- Regions Bank is hiring a Relationship Banker I in New Orleans, Louisiana. This role is fundamentally focused on delivering exceptional customer experiences and aiding in financial wellness. You will process transactions, answer inquiries, and build meaningful connections...
$46.12k - $55.16k
Job Description 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, and guidance...Full timeFlexible hours- JOB FUNCTION / SUMMARY Private Banker 4’s coordinates the integrated delivery of wealth products and services to high net worth clients... ...generating client relationships Delivers object and sound personal financial planning and advisory concepts to defined Private Wealth...Local area
- A financial services company located in New Orleans is seeking a Private Banker to provide wealth management services to high net worth clients. The role involves coordinating financial product delivery, managing risks, and developing client relationships. Ideal candidates...
- Nola Bank in New Orleans seeks a Universal Banker to provide exceptional customer service and support banking operations. This role involves account servicing and transaction processing while fostering strong customer relationships. The ideal candidate has 2+ years of...
- ...regular mail correspondence, phone call. Serves as a liaison between the patient, providers, external departments or other responsible person(s) to ensure that charges are applied appropriately, transactions are recorded and appropriately maintained and account balances...Work experience placementWork at officeLocal areaImmediate start
$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 timeInternshipLocal area- Finance New Orleans (FNO) Finance New Orleans (“FNO”) is a quasi-governmental financial institution with a mission to improve the quality of life in the city of New Orleans by investing in affordable housing, economic devel... AWS Cost & Usage Reports Analyst Analyze and...Seasonal workRemote work
- ...the Analysts/Associate Directors to support the Directors/MDs in managing client relationships and supporting the needs of coverage bankers within industry groups. Provide ongoing training and coaching to Analysts. Contribute to the overall success of the team ensuring...Work experience placement
- 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 such subjects include trends in the utility industry at-large, trends in Entergy’s electric...Work experience placementLocal areaRelocationVisa sponsorshipWork visa
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours- ...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 officeLocal area
$20.54 - $29.42 per hour
Herzing University is seeking a Customer Service position for guiding students in the financial aid process. The candidate will assist a diverse student population while working within a supportive environment. This role includes a 40-hour work week with possibilities ...Hourly payRemote workShift work- Overview 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 provide them with tailored advice ...
- ...Responsibilities Manage and grow an existing client base Build and maintain long-term relationships with high-net-worth clients Develop personalized financial strategies Identify opportunities to expand client relationshipsFocus on higher-value advisory services Qualifications...Remote workFlexible hours
$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 timeInternshipLocal areaFlexible hours$48k - $100k
...other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the investment insights of Merrill coupled with the banking convenience...Shift workDay shift$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 timeContract workFor contractorsWork at office$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to...Work at officeWork from homeHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!

