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. #J-18808-Ljbffr
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Ft. Walton Beach, FL. R231340 Job Profile Position Overview At PNC...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...A Personal Banker provides customer service to prospective and existing bank clients via face to face or telephone interaction in a professional office environment. Service includes, but is not limited to, sale of bank products and services, processing banking transactions...SuggestedFull timePart timeWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the companys success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Ft. Walton Beach, FL. PNC is an in-office company that fosters a...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...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...SuggestedWork at officeLocal areaAfternoon shift
- Hancock Whitney is seeking a dedicated financial center professional in Fort Walton Beach, FL to build and deepen client relationships while delivering tailored banking solutions. You will conduct needs assessments, guide customers through products, and collaborate with...Suggested
- ...A leading financial institution in Fort Walton Beach seeks a Relationship Banker II to meet with customers and address their financial needs. In this full-time role, you will engage clients, conduct sales calls, and offer diverse banking solutions. Ideal candidates will...Full time
- Hancock Whitney Corp. in Fort Walton Beach, FL seeks a client-focused sales & service professional to build relationships with clients and prospects. You will conduct financial needs assessments, recommend tailored solutions, and promote digital banking options to ensure...
- This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions...Weekend work
- ...opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Retail Banking organization,... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Trustmark Bank in Destin, FL seeks a Relationship Banker to identify customer needs and match them with suitable bank products, while deepening relationships and processing various transactions. The role emphasizes proactive sales, exceptional service, and accurate cash...
- ...Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service...
$58.44k
...Position Summary This position will provide personal financial services at assigned military installations. The primary responsibility is to deliver a full range of personal financial counseling services to military service members and their families at military installations...Contract workTemporary workWork at office- ...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
- Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Temporary workShift workDay shift
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Universal Banker I It's fun to work at a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Universal Banker I is a key customer service role, the "face" of UFB. One who will provide...Work at officeAfternoon shift
- Tangram Flex is seeking a Portfolio Manager [PfM] with a minimum of 8 years of experience in program leadership and/or technical oversight of defense projects to lead a key portfolio of programs supporting the air armaments community in adopting Modular Open Systems Approach...Temporary workFor subcontractorFlexible hours
- At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Commercial Banking Officer is responsible for developing new business, underwriting, structuring and the closing of commercial loans, as well as maintaining and servicing an existing...Work at officeLocal area
$55k - $75k
Responsive Recruiter As a Financial Services Representative - State Farm Agent Team Member with Ryan Cabaniss - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces...For contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!

