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Hancock WhitneyAccounting / Banking / Finance
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Job Description
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.
About Hancock Whitney
St. Tammany ParishCompany 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.