Personal Banker
Hancock Whitney
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 & 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 deadlinesAbility 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. #J-18808-Ljbffr
- ...Personal Banker Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet...SuggestedContract workLocal area
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...SuggestedTemporary workWork experience placementLocal area
- ...other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use...SuggestedTemporary workWork experience placementLocal area
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial...SuggestedAfternoon shift
$37.62k
...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both... ...our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify...SuggestedFull timeFlexible hours- ...Private Banker 4 Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients... ...revenue generating client relationships Delivers object and sound personal financial planning and advisory concepts to defined Private...Local area
$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...Full timeWork at officeDay shift$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$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- Mary Bird Perkins Cancer Center is Louisiana’s leading cancer care organization, caring for more patients each year than any other facility in the region. And with strategic hospital and physician partnerships, we are delivering on our mission to improve survivorship and...
$60k - $145k
...reallocate to appropriate models to support client goals. Own all communication with assigned clients, including calls, emails, and in-person or virtual meetings. Address client needs promptly and thoroughly to ensure a high-quality advisory experience. Business...Temporary workFlexible hours$50k - $75k
...Regional Director at Prudential Advisors The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy...Full time$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- Job no: 495667 Closes: Work Type: Staff Full-Time Locations: Baton Rouge, LA Categories: Academic Affairs, Admissions, Financial Aid,Student Affairs, Education Financial Aid Counselor Baton Rouge Community College (BRCC) Baton Rouge, Louisiana Advancing Excellence, Expanding...Full timeWork at officeFlexible hoursNight shift
- ...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...Work at officeLocal area
$43.89k - $150k
...succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants,...Full timeTemporary workLocal areaFlexible hours- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of ...Full timeWork experience placementWork at officeLocal areaImmediate startWork from home
- 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 ...
- Hancock Whitney in Baton Rouge is seeking a client-focused banking professional to build and retain relationships, proactively assess needs, and deliver tailored financial solutions in a busy financial center. You will educate clients on digital banking, process routine...
- ...Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks Location: Baton Rouge, LA * Hybrid Training - In-Person + Online Components if located outside of Baton Rouge (but must be located in the State of LA) * Must live or have lived in...Full timeApprenticeship
- Patient Financial Advisor The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assists patients in completing Medicaid and financial assistance applications; manages Medicaid eligibility/application process; collects patient responsibility...Work at office
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$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...Work at office$15 per hour
1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Financial Advisor at Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for...Minimum wageFull timeContract workPart time$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$43.89k - $150k
Financial Advisor At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer's current financial...Full timeTemporary workLocal areaFlexible hours- ...Utility Universal Banker 6 days ago Requisition ID: 2805 Summary Provides high quality customer service by meeting the needs of customers... ...experience: Must have a minimum of two years of prior personal banking or teller experience with major emphasis on customer service...
- ESSENTIAL DUTIES & RESPONSIBILITIES: Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations. Serve as a trusted advisor to clients, matching financial products and services to meet their ...Work at officeLocal areaAfternoon shift
- ...Banking Services Teller And Personal Banker Provides personalized banking services to financial institution customers by performing the duties of a Teller and Personal Banker. Essential Duties and Responsibilities Include the following. Other duties may be assigned...Night shift
- ...relationships with our customers and supporting the communities we serve. We're looking for a friendly, detail-oriented Universal Banker who enjoys helping people, solving problems, and delivering exceptional customer service. This role combines both teller and customer...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!



