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.
- Hancock Whitney in New Orleans seeks an experienced Private Banker to manage a high-net-worth client portfolio and deliver holistic wealth advice. You will coordinate lending, investments, and estate planning solutions while maintaining credit quality and regulatory compliance...Suggested
- The Relationship Banker acts as a trusted advisor, engaging clients in consultative discussions to understand their financial goals and recommend personalized solutions. They drive growth by actively promoting and selling banking products and services, focusing on strengthening...SuggestedTemporary workWork at office
- PS Job Title: Energy Market AnalystWork Place Flexibility: Hybrid Legal Entity: Entergy Services, LLC ***The preferred locations for this position is The Woodlands, TX or New Orleans, LA.******This position may be filled as a Financial Analyst I or II depending on the candidate...SuggestedWork at officeLocal areaRelocationVisa sponsorshipWork visa
- 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...SuggestedFull timeWork at officeLocal area
- We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the...SuggestedFull time
$43.89k - $150k
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions), a broker-dealer that supports and grows wealth management programs...Full timeTemporary workLocal areaFlexible hours$95.6k - $188.4k
Position Summary Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced...Local area$91.1k - $179.5k
Position Summary Retirement & Wealth Provider Solutions ConsultantOur Human Capital practice is at the forefront of transforming the nature of work. As converging forces reshape industries, our team uniquely addresses the complexities of work, workforce, and workplace...Local area$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$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$90k - $120k
...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- Financial Advisor Opportunity Magnolia Wealth Strategies - A Mass Mutual firm, is a full-scale, independent financial firm, with advisors and offices throughout four states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of...
- Description Build a career that's designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life's financial decisions through changing markets and generations. As a Financial Professional, you'll play a...Temporary work
$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- ...together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career. What You’ll Do As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- 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...
- Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise. Position Overview and Purpose The advisor will be responsible for managing existing client relationships, either working with a more experienced advisor or on their...Interim role
$17 per hour
Take advantage of this amazing opportunity where you can launch and grow your career in the banking industry! Enjoy a consistent dayshift Monday – Friday schedule, an unbeatable benefits package (including 14 paid holidays and an ESOP program where you can be an employee...Full timeLocal areaMonday to FridayDay shift$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...Visa sponsorship$60k - $65k
...commission-based sales professional. Candidates should have experience either recruiting for commission-based sales opportunities or personally working in a commission-based sales role. If you enjoy prospecting, starting conversations, developing relationships, managing...Full timeTemporary workWork at officeLocal areaImmediate startHome office- Position Summary I In an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity to better serve the enterprise, shareholders, customers...Local areaVisa sponsorship
- Regional Director at Southern Financial Group - 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 a highly motivated analytical individual to join us. In general, the ...Full time
$20.54 - $24.16 per hour
Overview: A40-hourschedule will bedeterminedbased on business needs Monday-Friday between 8am and 5pm with one later shift, scheduled until 7pm. There will be the occasional need for weekend hours. This role will be on-site at the New Orleans campus, supporting Herzing ...Hourly payWork at officeMonday to FridayAfternoon shift- ...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
- The Financial Counselor is responsible for offering financial advice and assistance to patients regarding medical bills. There are the liaison between patients and their insurance companies; often coordinating payment and answering questions from both parties. Maintaining...Fixed term contractWork at officeNight shift
$43.89k - $150k
Job Description Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions), a broker-dealer that supports and grows wealth...Full timeTemporary workLocal areaFlexible hours- Semperis is seeking an Enterprise Sales Director to accelerate growth across TN, LA, AR, owning the market in the territory. You will lead strategic conversations with senior stakeholders, nurture trusted relationships, and convert complex opportunities into wins. You ...
$99k - $232k
...annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: PwC is an equal opportunity employer...Full timeH1b$77k - $202k
...client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and...Full timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
- personal injury legal assistant New Orleans, LA
- personal injury paralegal New Orleans, LA
- personal security New Orleans, LA
- entry level personal training New Orleans, LA
- personal training New Orleans, LA
- personal training part time New Orleans, LA
- attorney personal injury New Orleans, LA
- personal banker iii
- private banker
- relationship banker iii





