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 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in New Orleans, LA vacancy
  •  ...posting. Monday–Friday, 9 - 5 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
    Work at office
    Monday to Friday

    First Horizon Bank

    New Orleans, LA
    19 hours ago
  •  ...Description Summary The Certified Relationship Banker I provides "first line" contact for clients as they enter the branch...  ...-branch officers. Resolves client problems through direct personal action or referral to proper staff member. Identifies and... 
    Suggested
    Full time
    Work at office
    Afternoon shift

    Gulf Coast Bank and Trust Company

    Gretna, LA
    19 hours ago
  • $46.12k

     ...taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit...  ...system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both... 
    Suggested
    Full time
    Flexible hours

    Regions Bank

    Gretna, LA
    1 day ago
  •  ...Relationship Banker Location: On site at location listed in job posting. Mon-Fri 8:15-5:15 Saturday 8:30-12:15 Summary: The...  ...deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center... 
    Suggested
    Temporary work
    Work at office

    First Horizon

    Harahan, LA
    19 hours ago
  •  ...logging into your account. JOB FUNCTION / SUMMARY: Private Banker 4's coordinates the integrated delivery of wealth products and...  ...generating client relationships Delivers object and sound personal financial planning and advisory concepts to defined Private... 
    Suggested
    Local area

    Hancock Whitney

    New Orleans, LA
    4 days ago
  • A prominent financial institution is seeking a Relationship Banker II in Metairie, Louisiana. The role involves meeting customers' financial needs through personalized service, effective communication, and product education. Candidates should possess a high school diploma... 
    Full time

    Regions Bank

    Metairie, LA
    1 day ago
  • 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... 

    Hancock Whitney Corp.

    New Orleans, LA
    3 days ago
  • Gulf Coast Bank & Trust is seeking a Certified Relationship Banker I in Metairie, Louisiana. In this role, you will serve as the first point of contact for clients, helping to assess their banking needs and providing information on various products and services. You will... 

    Gulf Coast Bank & Trust

    Metairie, LA
    1 day ago
  • A leading financial services firm is seeking a Private Banker in New Orleans. This role involves advising families on managing their wealth and requires a minimum of six years of experience in Private Banking or Financial Services. Candidates must possess a Bachelor’s... 

    JPMorgan Chase & Co.

    New Orleans, LA
    2 days ago
  • 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... 

    Hancock Whitney

    New Orleans, LA
    1 day ago
  • 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 placement
    Local area
    Relocation
    Visa sponsorship
    Work visa

    Entergy Corporation

    New Orleans, LA
    3 days ago
  • Broughton Group is looking for an Associate in Investment Banking focused on Leveraged Finance in New Orleans. The ideal candidate will have 2-4 years of experience, responsible for managing client relationships, conducting financial modeling, and supporting non-investment...

    Broughton Group

    Harahan, LA
    19 hours ago
  • $60k - $100k

     ...necessary—we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, life insurance. Training stipend and... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Hudnall Capital Advisors

    New Orleans, LA
    1 day 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... 
    Apprenticeship

    Magnolia Wealth Strategies

    Metairie, LA
    19 hours ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    New Orleans, LA
    6 days ago
  • Description 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...
    Fixed term contract
    Work at office
    Night shift

    Oceans Healthcare

    Gretna, LA
    1 day 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
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Metairie, LA
    5 days ago
  • 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...
    Local area

    Hancock Whitney

    New Orleans, LA
    9 days ago
  •  ...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 pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    New Orleans, LA
    19 hours ago
  • Voya Financial Advisors® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater New Orleans area to work plan sponsor relationships. This position...

    Voya Financial

    New Orleans, LA
    2 days ago
  • $58.44k

     ...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    New Orleans, LA
    3 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Metairie, LA
    19 hours ago
  • The McLean Group’s Financial Consulting team is seeking a Financial Consultant to deliver Quality of Earnings (QofE) and financial due diligence engagements for middle-market transactions. Working closely with the practice leader and cross-functional teams, the Financial...
    Flexible hours

    The McLean Group

    New Orleans, LA
    4 days ago
  • About Magnolia Magnolia Wealth Strategies is a MassMutual firm (7th Largest Independent Broker Dealer) that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we...
    Full time

    Magnolia Wealth Strategies

    Metairie, LA
    19 hours ago
  • Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater New Orleans area to work plan...

    Voya Financial Advisors Inc

    New Orleans, LA
    19 hours 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 LLC

    Metairie, LA
    19 hours ago
  • BCG Attorney Search is seeking a Corporate Finance Associate for a law firm in New Orleans, Louisiana. The ideal candidate will have three to six years of experience in commercial lending, including private credit and syndicated loans. The position entails participation...

    BCG Attorney Search

    New Orleans, LA
    2 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... 
    Work at office
    Local area

    Western & Southern Financial Group

    Metairie, LA
    1 day ago
  • TwinThread is seeking a Practice Management Consultant in New Orleans, LA to support financial advisors in their business development. The role involves mentoring, delivering tools, and presenting strategic plans to enhance advisor-client interactions. The ideal candidate...

    TwinThread LLC

    Harahan, LA
    19 hours ago
  • Entergy in New Orleans is seeking a Data Analyst to drive market intelligence through complex data systems and improve decision-making for energy portfolios. Ideal candidates will have over 7 years of experience in utility data analysis and strong skills in SQL and Python...

    Entergy

    New Orleans, LA
    3 days ago

Do you want to receive more vacancies?

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