Personal Banker
Hancock Whitney
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. When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future. Learn more at hancockwhitney.com/ourstory #J-18808-Ljbffr
- ...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...SuggestedWork at officeLocal areaAfternoon shift
- ...a cash drawer in addition to rotating the branch vault, which includes cash, coin, negotiable instruments, etc. Resource Bank Personal Banker Position Summary This position reports to the Assistant Branch Manager, Branch Manager, or Business and Branch Services Director...SuggestedBank staffShift workNight shift
- ...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...Suggested
- Bank of America in the United States seeks an experienced senior professional for Global Commercial Banking. You will manage a large client portfolio, deliver tailored financial solutions, and drive profitable relationships with cross-functional collaboration across the...Suggested
- ...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
$20.54 - $27.78 per hour
Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business needs Monday-Friday...Hourly payFull timeWork at officeWork visaMonday to FridayAfternoon shift- ...Regions Bank is seeking a Relationship Banker I in Westwego, Louisiana. The successful candidate will provide exceptional customer service, manage transactions, and educate customers on banking solutions. Ideal candidates possess strong communication skills and a commitment...Full time
- ...distribution facilities worldwide and serves more than 700,000 customer locations.We offer our colleagues the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their...Work experience placementLocal areaWorldwide
$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$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 timeCasual workWork at officeLocal areaFlexible hours- Overview The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties include handling local payments, deposits, ...Local area
$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$61k - $119k
...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 their...Full timeContract workFor contractorsWork at office- ...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
- ...for the next 12 weeks) Location: (After first 3 days) Metairie, Baton Rouge, Lafayette or Shreveport * 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...ApprenticeshipTraineeshipWork at office2 days per week
- 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 and...
$107.9k - $172.64k
...llWork Our Hybrid Flex approach is builton presencewith a purpose - giving you flexibility to work remotely with intentional in-person connection - that supports a workplacethat'sflexible, connected, and future focused. In a Hybrid-Flex role,you'llwork in the...Work at officeLocal areaRemote workFlexible hours2 days per week- A global financial services firm located in New Orleans is seeking a Private Banker to manage client relationships and provide tailored financial advice. The role requires over six years of experience in private banking or financial services, along with a Bachelor's degree...
- 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 officeLocal area
$60k - $250k
A financial planning firm in Metairie is hiring an entry-level financial planner to analyze client finances and develop strategies. You will learn from experienced professionals and build client relationships. Strong communication and problem-solving skills are essential...Full time- ...Universal Banker II This 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...Bank staffWork at officeNight shift
- ...Mortgage Banker The Mortgage Banker will be responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated service area for the purpose of generating production of all one to four family residential...Work at officeLocal areaImmediate startWork from home1 day per week
- U.S. Private Bank - Private Banker - Vice President or Executive Director Join to apply for the U.S. Private Bank - Private Banker - Vice President or Executive Director role at JPMorgan Chase . Job Description We are actively seeking talented individuals who are collaborative...Temporary workLocal areaWorldwide
$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- ...late August/early September. Position Summary: The Universal Banker has all of the knowledge, skills, and abilities to perform as a... ...according to bank policy. Maintain advanced knowledge of both personal and business banking products Perform New Account Due Diligence...Bank staff
- ...lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-...Part time
- OnPath FCU is seeking a Financial Advocate to build relationships with members, present personalized solutions, and promote products that improve their financial well‑being. You will handle routine transactions, process deposits and loans, and deliver exceptional service...
- Medium based in Kenner, Louisiana, is seeking passionate individuals for a role that focuses on client financial well-being through virtual consultations. Enjoy flexibility with a work-from-home option and resources to grow your career. This position emphasizes building...Remote jobWork from homeFlexible hours
- ...Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer’s experience by offering products and services that best...Full time
- ...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 relationships Focus on higher-value advisory services Qualifications...Remote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!


