Private Banker

Hancock Holding Company Mobile , AL 36604

Posted 6 months 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. You may review, modify, or update your information by visiting and logging into your account.


Coordinates integrated delivery of a broad range of wealth products and services including: financial planning, tax planning, estate planning, asset management, brokerage, trust, and insurance. Provides deposits services and coordinates new loans and manages existing loans to ensure the company's credit quality standards are met or exceeded and generates new business.


  • Develops and maintains a portfolio of important revenue generating client relationships

  • Delivers to defined Private Banking segments based upon object and sound personal financial planning and financial advisory concepts

  • Generate external sales with new clients and screens leads following established policies and procedures to attain new revenue generating relationships

  • Provides lending services to Private Banking clients, and is responsible for loan recommendation and structuring negotiations with the borrower and internal officers

  • Responsible for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to appropriate approval authority

  • Gather and analyzes financial statements of prospective borrowers and makes recommendations to Senior Lenders/Credit Concurrence Officers regarding approval

  • Ensures loan agreements are complete and accurate according to policy and assures timely loan closing and funding activities

  • Negotiates terms and conditions of loans with clients

  • Maintains current financial statements on borrowers & guarantors and prepares comprehensive credit files

  • Responsible for managing risk within the loan and deposit portfolios by closely monitoring delinquencies, overdrafts, documentation and other signs of credit deterioration

  • Actively monitors loan portfolio to ensure credit quality within the current and prospective loan portfolio

  • Works closely with clients to identify financial needs through the preparation of financial, tax, and estate plans and provide appropriate solutions

  • Accountable for attainment of goals set forth by management for growth in loans, deposits, wealth management fee income, financial plans, tax plans, and estate plans

  • Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel

  • Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business

  • Promotes and cross-sells other establishment products and services as appropriate to customer requirements

  • Monitors, maintains, and updates sales activity, pipeline and other pertinent information using sales management tools

  • Is active in community and professional groups as a means of potential customer acquisition


Serves as a subject matter expert and mentor for lower level bankers.


  • Bachelor's degree, preferably in finance, post graduate study in the banking field and at least nine years related experience and/or training. A combination of education and experience/training may be considered.

  • Series 7, Series 66 or Series 65 and Series 63, and Life and Health licenses for the state(s) where business is conducted are strongly preferred and will allow for maximum incentive potential.

  • Anyone who takes a residential mortgage loan application or offers or negotiates terms of a residential mortgage loan for compensation or gain must register with the National mortgage Loan system as a Mortgage Loan Officer (MLO). To be registered, the MLO must pass a background check. Failure to comply with registration and annual registration or not pass a criminal background check administered by NMLS will result in termination.


  • Ability to work under stress and meet deadlines

  • Ability to operate related equipment to perform the essential job functions

  • Ability to read and interpret a document if required to perform the essential job functions

  • Ability to travel if required to perform the essential job functions

  • Ability to lift/move/carry approximately 10 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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Private Pay Services Support Representative Associate

Computer Programs

Posted 1 week ago

VIEW JOBS 10/8/2019 12:00:00 AM 2020-01-06T00:00 Join us in supporting stronger communities through vision,innovation and collaboration! TruBridge is a Healthcare Services company headquartered in Mobile, AL. We offer a broad range of services, from consulting and managed IT to full business process outsourcing that spans the revenue cycle from end to end. We are focused on doing what we can to help our customers and their communities. Job Summary: The Support Representative is responsible for building and maintaining relationships with TruBridge customers for the service represented.This can include weekly conference calls with customers and upper management,reporting, conflict resolution and employee management. Essential Functions: * Ability to develop strong working relationship with customers * Ability to manage accounts for up to 20 customers. * Gaining a working knowledge of daily, weekly,monthly and quarterly processes and reporting needs. * Developing the ability to host conference calls with site contacts. * Learning how to identify and correct account issues. * Developing a working relationship with other members of the team and management to address customer service issues and to work processes. This includes the supervision of other employees. * May start to receive exposure to interface sites to gain an understanding of and some experience in the processes for interface sites under the direct supervision of other support reps or managers. * Protecting customer information by keeping all information confidential. * Assists with new site set up and tutorial creation. * Monitors situations for thorough accurate documentation and customer service * Effectively distributes, manages and reviews their workload and the workload of their employees to ensure work is completed in a timely manner. * Is able to assist in the reconciliation process for interface sites if working interface sites. * Identifies and resolves problems for customers and keeps the manager updated on any issues. * Strong attention to detail, time management and decision making skills * Is able to complete new site set up on their own. * Has thorough knowledge of custom EHR Minimum Requirements: * Education/Experience/Certification Requirements: * Excellent communication (written and oral) and interpersonal skills. * Strong organizational, multi-tasking, and time-management skills. * Must be detail oriented and able to follow through on issues to resolution. * Must be able to act both independently and as a team member. * High School Diploma or equivalent combination of education and relevant experience needed. Preferred Qualifications: * Bachelor degree preferred but not required. * 1+ Years of experience Please use the link below to apply: Computer Programs Mobile AL

Private Banker

Hancock Holding Company