Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker

Hancock Whitney Corp.

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 Requirements 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 an employee cannot lift and can be accommodated without undue hardship, this requirement is omitted. Equal Opportunity / Affidavit Statement 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 Hancock Whitney Corp.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in Metairie, LA vacancy
  • Summary The Certified Relationship Banker I provides “first line” contact for clients as they enter the branch, assessing their needs...  ...for non-branch officers. Resolves client problems through direct personal action or referral to proper staff member. Identifies and... 
    Suggested
    Afternoon shift

    Gulf Coast Bank & Trust

    Metairie, 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... 
    Suggested

    Gulf Coast Bank & Trust

    Metairie, LA
    4 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 and... 
    Suggested
    Work at office
    Local area

    Western & Southern Life

    Metairie, LA
    23 hours ago
  • $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...
    Suggested
    Full time
    Internship
    Local area

    Unavailable

    Metairie, LA
    4 days ago
  • A banking institution in Gretna is seeking a Relationship Banker II to engage with customers, identify their needs, and offer financial solutions. Responsibilities include achieving branch targets, educating clients on banking products and digital services, and resolving... 
    Suggested
    Full time

    Regions Bank

    Gretna, LA
    1 day ago
  • 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...

    Hancock Whitney Corp.

    New Orleans, LA
    1 day ago
  • 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.... 

    BankPlus

    New Orleans, LA
    1 day ago
  • Hancock Whitney is seeking a Universal Banker in New Orleans, Louisiana. The role focuses on acquiring, managing, and retaining client relationships through consultative sales and service strategies. You will engage with clients to identify their financial needs and offer... 
    Weekend work

    Hancock Whitney

    New Orleans, LA
    4 days ago
  • Gulf Coast Bank & Trust Company in Gretna, Louisiana, is seeking a Certified Relationship Banker II to provide essential client contact, assess needs, and offer financial solutions. This role requires collaborating with clients to open accounts, address issues, and drive... 

    Gulf Coast Bank & Trust Company

    Gretna, LA
    3 days 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
    1 day ago
  • 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

    Regions Bank

    Westwego, LA
    2 days ago
  • 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... 

    Nola Bank (I/O)

    New Orleans, LA
    2 days ago
  • 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

    Hancock Whitney Corp.

    New Orleans, LA
    1 day ago
  • 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... 

    JPMorgan Chase & Co.

    New Orleans, LA
    1 day ago
  • Gulf Coast Bank and Trust Company is seeking a Certified Relationship Banker II in Gretna, Louisiana. This position involves first-line contact with clients, assessing their needs, sharing product information, and managing complaints or issues. Qualified candidates should... 

    Gulf Coast Bank and Trust Company

    Gretna, LA
    1 day ago
  •  ...seeking a Financial Advisor to help clients achieve their financial goals. This role involves building a client base, crafting personalized financial plans, and managing clients' finances throughout various life stages. With an entrepreneurial spirit, you will have the... 

    Northwestern Mutual

    Metairie, LA
    3 days ago
  • Western & Southern Financial Group is seeking a Financial Representative in Metairie, LA. In this role, you will assist middle-income clients by providing education on risk protection and financial solutions. Responsibilities include developing marketing plans, conducting...

    Western & Southern Financial Group

    Metairie, LA
    2 days ago
  • $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

    MassMutual

    Metairie, LA
    4 days ago
  • $60k - $250k

    Overview Magnolia Wealth Strategies is a growth-oriented financial planning and investment firm that puts client relationships at its core. We offer a collaborative work environment and support the professional growth of our employees, while driving success for our clients...
    Full time

    MassMutual

    Metairie, LA
    1 day ago
  • $61k - $250k

    Northwestern Mutual Life Insurance Company is seeking Financial Advisors in Metairie, Louisiana. This role offers a unique opportunity to start a business and help clients achieve financial goals through expert planning and relationships. Candidates should possess a Bachelor...

    Northwestern Mutual Life Insurance Company

    Metairie, LA
    23 hours ago
  •  ...June 9, 2026) Kick off Week: March 17, Tuesday-Thursday 8:00 AM - 5:00 PM in class, Metairie core office Format: Hybrid Training (In-Person + Online Components if located outside of Metairie) Investment: Comprehensive Career development program What Makes This Program... 

    Magnolia Wealth Strategies, a MassMutual firm

    Metairie, LA
    2 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 prioritize ...
    Full time
    Local area

    Rain Local

    Metairie, LA
    3 days ago
  • $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,... 
    Work at office
    Local area

    Blue Cliff College

    Metairie, LA
    23 hours ago
  • Rain Local in Metairie, Louisiana is looking for entry-level financial professionals eager to build a successful career in financial services. You will develop client relationships and create customized financial strategies while benefiting from comprehensive training, ...
    Local area

    Rain Local

    Metairie, LA
    3 days 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
    3 days ago
  • Compass Capital Management LLC is seeking Financial Advisors in Metairie, Louisiana. This role offers an opportunity to build a business without limits, supported by dedicated mentoring and ongoing training. Ideal candidates should possess strong interpersonal skills and...
    Flexible hours

    Compass Capital Management LLC

    Metairie, LA
    2 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Metairie, LA
    3 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
    4 days 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
    23 hours ago
  • 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... 
    Temporary work
    Work experience placement
    Local area

    Aumni

    New Orleans, LA
    23 hours ago

Do you want to receive more vacancies?

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