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Hancock WhitneyAccounting / Banking / Finance
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Job Description
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 goals.
- Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.
- Process routine financial center transactions accurately and efficiently, including deposits, withdrawals, and loan payments.
- Manage lobby activity by greeting and directing clients, monitoring risk, and ensuring a positive client experience.
- Identify and refer clients to internal partners (mortgage, business banking, investments) for specialized financial needs.
- Develop and maintain a strong sales pipeline to achieve assigned goals and contribute to branch growth.
- Uphold all risk management, compliance, and security standards, maintaining operational and financial soundness.
- Participate in community outreach and business development activities to expand the client base.
- Maintain awareness of surroundings, client behavior, and potential risk indicators to ensure a safe environment.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- High school diploma or GED required; Bachelor’s degree preferred
- 1+ year of sales, client service, or retail experience required; prior banking experience preferred
- Will also consider a Bachelor’s degree plus cash handling and customer service experience in retail/financial services
- Demonstrated ability to build and expand client relationships
- Proficiency navigating multiple banking systems and digital tools
- 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.
About Hancock Whitney
Outside GNO RegionCompany ProfileAssociates at Hancock Whitney are valued members of a team that appreciates and relies on associate knowledge and contributions. We respect your commitment to family and support your involvement in the community.
Our company is a place where associates have the opportunity to shape their own success and grow both personally and professionally throughout our diverse footprint. In addition to competitive pay and benefits package, we offer a tuition reimbursement plan, professional development opportunities, and more.