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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Test Lead is responsible for managing and coordinating testing activities across projects, ensuring software and system quality through structured test plans and execution. This role mentors and guides test teams on best practices, oversees test activities for complex initiatives, and partners with project stakeholders to optimize testing resources and execution cycles. The Test Lead ensures accurate documentation, defect tracking, and reporting of testing outcomes to support project success and operational excellence.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Develop, manage, and execute comprehensive test plans for projects across multiple lines of business.
* Analyze project requirements to define testing scope, strategies, and resource needs.
* Coordinate all testing roles and responsibilities within project teams, ensuring alignment with project timelines and objectives.
* Oversee the execution of test scripts, validate results, and track defects or issues to resolution.
* Mentor, train, and guide test team members in test methodology, best practices, and tools.
* Organize and lead test status meetings; communicate progress, risks, and results to project stakeholders.
* Utilize test management tools to document testing coverage, results, and performance baselines.
* Collaborate with project managers, developers, and business analysts to mitigate testing risks and improve overall project quality.
* Recommend process improvements for test planning, execution, and automation to enhance efficiency and quality.
* Stay current with emerging testing technologies, methodologies, and industry standards.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* Associate's degree required; Bachelor's degree in Computer Science, Information Technology, or related field preferred.
* 2-5 years in software or hardware testing.
* 2-5 years coordinating mid- to large-sized projects.
* 3+ years in test automation experience is a strong indicator of capability.
* Strong analytical, problem-solving, and communication skills; familiarity with test management tools, automation frameworks, and project coordination techniques.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Ability to travel if required to perform the essential job functions
* 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 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.
$83k-98k yearly est. Auto-Apply 7d ago
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Director, Wealth Management
Hancock Whitney 4.7
Hancock Whitney job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Plans, organizes, directs, and controls the Regional Wealth Management Teams. Working through Regional Managers and other direct reports, the incumbent is responsible for the growth and development of the division while optimizing revenue and profitability.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Manages multidisciplinary wealth teams throughout the bank's footprint. Teams include Private Bankers, Trust Advisors, Wealth Advisors, and Sr. Investment Consultants.
Ensures that Teams are delivering comprehensive, holistic wealth management approach to high net worth clientele. As a senior manager of the bank, participates in formulating, implementing, and administering strategic bank-wide initiatives. Formulates and administers bank-wide policies and develops long range goals.
In conjunction with the Bank's strategic plan, determines the structure, direction, and policies of the division. In conjunction with other senior managers, determines appropriate markets, product mix, and client qualifications for Wealth Management.
Drives banking and investment revenue through multi-disciplined Wealth Management teams including fiduciary, advisory, investment, and banking professionals.
Develops, implements, and controls the budget for the division.
Accountable for achieving established sales, revenue, and expense goals to meet the division's and bank's performance expectations. This must be accomplished within the framework of the bank's credit, trust, and investment policies to realize portfolio objectives in terms of type and size of loans, interest rates, terms, and risk tolerance.
Coordinates with other lines of business managers to set strategies for achieving agreed upon goals for their line of business, including the sale of Wealth Management products within Regional Wealth teams.
Promotes the company and enhances business development opportunities through participation in community and civic activities.
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
Manages employees and is responsible for the overall direction, coordination and evaluation of this unit and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, training, and mentoring subordinate managers and employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Requires a bachelor's degree, preferably in Business, Finance, or Accounting. Prefer an MBA or post graduate study in the banking field
Minimum 10 years of management experience in banking and/or Wealth Management services for high net worth clients
FINRA Series 7, 24, 63, and 66 preferred
Certified Financial Planner designation preferred
An equivalent combination of education and related experience and/or training may be considered
Advanced knowledge of banking industry, including products, securities, and financial planning services, as well as applicable laws and regulations governing the industry
Advanced communication, presentation and training skills
Advanced customer service, analytical, and organizational skills
Ability to work effectively with all levels of personnel
Advanced computer skills, including Microsoft Office products
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required 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.
$135k-204k yearly est. Auto-Apply 60d+ ago
Fair and Responsible Banking Data Analyst
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Fair and Responsible Banking Data Analyst supports compliance with fair lending and community reinvestment requirements - specifically Equal Credit Opportunity Act (ECOA), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA), and Unfair, Deceptive, or Abusive Acts or Practices (UDAAP). The role involves advanced data analytics, model oversight, monitoring, dashboarding, and supporting senior management and regulators in assessing risk across the bank's product, service and geographic footprint.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Perform loan-level and product-level analyses (using SAS, SQL, Power BI, etc) to assess potential disparities in underwriting, pricing, redlining, steering, and other fair-lending risk drivers.
* Develop and maintain workpapers documenting scope, assumptions, methodology, and outcomes for each analysis.
* Run CRA lending performance reports (including for Low and Moderate Income [LMI] and underserved geographies), support demographic/mapping analysis for CRA assessment-areas.
* Produce dashboards, summary reports, and presentations capturing FARB/CRA risks, emerging trends and key risk indicators (KRIs) for senior management, audit and regulatory reviews.
* Draft and maintain written procedures for analytical standards and techniques under the program.
* Collaborate with model validation teams on regression and other statistical/model-based reviews of products, pricing or underwriting to assess for bias/disparate impact. Ensure interpretations and conclusions are properly documented.
* Develop, maintain and monitor KRIs for fair-lending risk and trend identification.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* Bachelor's degree (mathematics, statistics, economics, data science or equivalent) + ≈ 5 years' relevant experience; OR Master's in a quantitative field + ≈ 3 years; OR PhD in quantitative field with
* Certification or experience in SAS programming, SQL or other programming languages.
* Experience with Power BI (or other visualization tools) required.
* Knowledge of model-risk management concepts as applied to fair lending/compliance.
* Demonstrated knowledge of ECOA, FHA, HMDA, CRA, UDAAP and discrimination risk concepts, fair-lending procedures and regulatory expectations.
* Preferred: Experience with a fair-lending analytics tool (e.g., RiskExec or similar).
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Ability to travel if required to perform the essential job functions
* 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 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.
$40k-57k yearly est. Auto-Apply 7d ago
Branch Risk Management Reviewer
Hancock Whitney 4.7
Hancock Whitney job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Regional Banking Risk Management Reviewer monitors and measures operational risks across financial centers through structured audit activities and consultative support. This role ensures compliance with regulatory and internal policies, provides subject matter expertise to Retail leadership, supports procedural development and training of associates. The Risk Management Reviewer plays a key role in reducing corporate loss, promoting operational excellence, and supporting financial center transitions and integrations.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Completes the risk management and compliance review schedule as assigned; documents and reports findings; performs follow-up reviews; and provides individualized training on substandard rated reviews.
Reviews financial center Safe Deposit Box documentation for procedure adherence and system setup to include oversight of both the input and clearing of exceptions as part of the Risk Management Review program.
Leads Safe Deposit Box Escheatment efforts for all States where the Bank maintains safe deposit box operations.
Reviews and track Retail Operations Leader (ROL) Control Assessments and Vault Audit submissions from Retail Leadership.
Conducts notary administration tasks as required.
Provides consultative guidance to Retail leadership on Risk Management Review findings and process enhancements.
Collaborates with Retail QA, Compliance, and Learning & Development to recommend and develop policies, forms, and training materials.
Facilitates audit result discussions via conference calls and presentations to business partners.
Leads or supports special projects related to Retail risk operations.
Stays abreast of regulatory requirements affecting financial center operations and recommend process improvements.
Assists in financial center openings, closings, acquisitions, and mergers.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree and a minimum 2 years of experience in retail banking, financial center operations, or risk/audit functions, or equivalent combination of education and experience.
Strong understanding of operational audit practices, compliance regulations, and customer service protocols. Excellent analytical, communication, and consultative skills.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
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.
$43k-60k yearly est. Auto-Apply 6d ago
Team Lead, Program Analyst
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
This position is primarily responsible for providing expert-level technical direction and support in the development of business systems software and procedures. Serves as the project lead on various analysis, design, programming, and implementation projects involving a sizable group of users.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Primary Duties:
* Provides expert level advisement, training, and support for team to enrich the collective team knowledge and provide mentorship opportunities for all unit personnel.
* Plans and conducts analyses of complex and unique business systems projects.
* Devises new sources of data and develops new approaches and techniques for use by others.
* Conducts reviews of computer technology developments applicable to systems design and prepares long range forecasts.
* Studies broad areas of work processes that cut across organizational information systems.
* Acts as an internal consultant providing technical guidance on business systems projects.
* Determines and resolves problems with other systems analysts, programmers, and systems users.
* Maintains, develops, modifies, and documents programs according to general specifications and guidelines.
* Provides guidance to lower-level programmers and systems specialists.
* Provide expert level advisement, training and support for team to enrich the collective team knowledge and provide mentorship opportunities for all unit personnel.
Additional Duties:
* Consults with managerial and systems analysis personnel to clarify program intent, identify problems, suggest changes, and determine extent of programming and coding required.
* Revises or directs revision of existing programs to increase operating efficiency or adapt to new requirements.
* Trains entry level coworkers in programming and program coding.
* Consults with internal clients to analyze and understand functions to be automated, client needs, objectives, desired features, and input and output requirements.
* Analyzes, defines, and documents system requirements for data, workflow, logical processes, hardware and operating system environment, interfaces with other systems, internal and external checks, and controls and outputs.
* Researches and evaluates software and hardware to assist in programming or to use as program platforms.
* Participate in the disaster recovery planning process as it relates to the applications supported by the team.
* Performs other duties and special projects as assigned by Senior Management.
* Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
As guided by the manager, oversees daily functional performance of co-workers in the Programming division; supports departmental responsibilities in accordance with the organization's policies, procedures and applicable laws. Responsibilities include training employees; assigning and directing daily workloads; providing input to manager for appraising associate performance; addressing complaints and resolving problems associated with departmental duties.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* Bachelor's Degree is required preferably in Computer Science, Management Information Systems or similar degree
* 8+ years of related experience in programming and systems analysis
* Previous supervisory experience preferred
* Knowledge of Accounting software; Database software; Design software; Development software; Human Resource systems; Internet software; Payroll systems; Project Management software; Spreadsheet software and Word Processing software
* Knowledge of Microsoft Office products including Microsoft Word, Excel, PowerPoint, Access Outlook email program
* Knowledge of ticket tracking software
* Ability to use spreadsheet software, word processing software, email systems, and network systems
* Expert knowledge in SQL Expressions, ability to use queries and SQL expressions to select and update data in database tables
* Knowledge of banking and banking processes
* Demonstrates leadership capabilities on sizable projects
* Strong presentation and training skills
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Ability to work under stress and meet deadlines
* Ability to use hands for fine motor activity such as using a computer mouse, feeling specific items, filing, typing, writing etc.
* Ability to talk and/or hear supervisors, managers, directors and other employees in person on the telephone
* Ability to frequently sit and reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl
* Ability to occasionally stand and walk.
* Ability to use specific vision required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
* Ability to lift/move/carry approximately 10 pounds frequently. 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.
$58k-108k yearly est. Auto-Apply 42d ago
Bankruptcy Specialist
Hancock Whitney 4.7
Hancock Whitney job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Responsible for monitoring and updating accounts in the bankruptcy process, ensuring compliance with company policies and all State and Federal statutory and regulatory guidelines. Works to minimize losses, prevent litigation and complete the bankruptcy process within the required time frames according to policies and procedures.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Receives and validates new bankruptcy notifications and sets up account in Debt Manager.
Reviews accounts to determine the optimal course of action, while ensuring accounts are handled in full compliance with bankruptcy laws and company policies and procedures.
Processes all bankruptcy related documentation including but not limited to Proof of Claims and Reaffirmations.
Prepares documentation packages for outside counsel on loans that involve the filing of Motion for Relief, Objections, and Agreed Orders.
Works with outside counsel to resolve issues where additional information or documentation is needed.
Monitors accounts to ensure that outside counsel is working accounts timely and in accordance to the SLA timeframes.
Coordinates matters involving disposition of collateral including redemptions, repossessions, voluntary surrenders and foreclosures with the appropriate internal departments.
Ensures accounts are properly documented with actions taken, correspondence, and explanation of controllable versus non-controllable delays. Escalates unwarranted delays to Team Lead and/or Supervisor.
Monitors accounts for payments and accesses bankruptcy trustee websites to determine the status of payments to trustee. Ensures that payments are applied to accounts correctly.
Performs all other responsibilities and duties deemed necessary.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
High School Diploma.
One year related experience and/or training in collection and recovery or consumer bankruptcy.
Strong communication, interpersonal, and organization skills; time management skills; and professional demeanor.
Competent in Consumer Financial Protection Bureau (CFPB) and State/Federal Regulatory requirements relative to bankruptcy and/or collection work.
Proficient knowledge of Microsoft Office products to include Word, Excel, PowerPoint.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines.
Ability to adapt quickly to changing priorities.
Ability to work independently within a fast-paced environment.
Ability to implement or support initiatives as assigned.
Ability to read and interpret a document if required to perform the essential job functions.
Ability to travel if required about 10% of the time 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.
$32k-40k yearly est. Auto-Apply 4d ago
Manager, Corporate Compliance Testing
Hancock Whitney 4.7
Hancock Whitney job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Manager, Corporate Compliance is responsible for assisting in the management of one or more regulatory compliance programs including but not limited to, consumer deposit or lending regulations, non-deposit investment products, insurance products, privacy laws and regulations, and other compliance areas.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Oversees first-line compliance guidance and oversight provided to the lines of business.
Serves as Subject Matter Expert (SME) and liaison to the compliance department for regulatory compliance matters.
Oversees a team of specialists who monitor compliance to Consumer regulations including but not limited to the following as assigned: Equal Credit Opportunity Act, Consumer Protection in Sales of Insurance, Truth in Lending Act, , HUD Home-ownership Counseling Requirements, Fair Credit Reporting Act/FACT Act, , Flood Insurance Requirements, HUD's Real Estate Settlement Procedures Act, Service members Civil Relief Act, Expedited Funds Availability Act, Truth in Savings Act, , , FDIC Advertising Rules, Reserve Requirements of Depository Institutions, Electronic Fund Transfer Act, and Non-deposit Investment Products.
Oversees compliance reviews completed by team in all pertinent areas of the Bank for procedures and compliance relative to the respective regulations as assigned.
Monitors the maintenance of records of all internal testing of required banking, state and federal regulations.
Reviews final compliance audit reports to inform the appropriate managers of exceptions, violations, or deficiencies.
Oversees and ensures risk assessments are completed in a timely manner.
Ensures that the policies and procedures of the organization that are impacted by consumer compliance regulations comply with all applicable laws and regulations.
Reviews and interprets new and pending laws and regulations which potentially affect the organization's business practices.
Coordinates the development or revision of policies, procedures, contracts, and agreements to ensure compliance and communicates changes recommended to impacted areas of the organization.
Works with top management on strategic planning activities to ensure and enhance organizational compliance with all applicable laws and regulations.
Cooperates with general counsel as requested on matters involving questions regarding the organization's compliance with applicable laws and regulations.
Prepares written reports on compliance matters indicating compliance with laws and regulations as well as areas of non-compliance for senior management and Board reporting.
Balances regulatory requirements with the best interests of the bank and its clients in determining the best course of action on particular compliance issues.
Performs compliance duties as may be required with bank acquisitions and consolidations or sales of branches.
May function as department representative to corporate operations committees on special projects (i.e., new products, mergers/acquisitions, sales of branches, etc.).
Disseminates information and advises staff regarding new and existing laws and regulations.
Performs other duties and special projects as assigned by Senior Management.
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
Participate in all applicable committees as assigned as a member and/or participant to insure knowledge relative to these activities is communicated to all levels of management.
Remain in tune with industry best practices in regard to all functions.
Serves as point person for all internal and external audits conducted in connection with these activities.
Whenever necessary, provide needed support for all disaster recovery plans and related activities.
SUPERVISORY RESPONSIBILITIES:
Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's Degree required.
5 years of banking experience preferably in a compliance function required.
Certified Regulatory Compliance Manager (CRCM) designation or a similar certification highly preferred.
An equivalent combination of education, training and experience may be considered.
Knowledge of federal and state compliance laws related to banking.
Proficiency with Microsoft Office products.
Excellent communication, analytical, client service, and organizational skills.
Ability to work effectively with all levels of personnel.
Strong presentation and training skills.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions
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 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.
$93k-115k yearly est. Auto-Apply 8d ago
Senior Internal Auditor (On-site)
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Work with members of the Internal Audit Management Team in implementing the strategic objectives of the Internal Audit Department. The Senior Auditor position is responsible for participating in risk assessments, effectively leading audit work, and supporting the department both operationally and administratively.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Participates in enterprise-level risk assessments to help Internal Audit Management produce a risk-based audit plan and recommends updates/revisions as prompted by changes to the Company's risk profile.
* Effectively leads and/or participates in the planning and performance of audit fieldwork for assigned areas to evaluate the accuracy of financial information, the effectiveness of internal controls, and compliance to laws, regulations, and internal policies and procedures.
* Assists in the development of audit staff on assigned reviews by providing feedback; reviewing work papers, drafting audit reports, training/mentoring, supervising work, and addressing/resolving problems.
* Effectively communicates risk- based findings to management both verbally and in writing. Coordinates and evaluates acceptable management responses for reported issues and follows-up to ensure corrective actions have been implemented.
* Develops partnerships with audit clients for assigned areas by understanding their goals and deliverables, key business processes, technologies, risk management practices and areas of potential risk.
* Performs continuous monitoring for assigned areas to assess risk and make appropriate recommendations for adjustments to the audit plan. This includes staying current on initiatives and industry and regulatory trends for assigned areas.
* Assists in the development and maintenance of risk- based audit programs, internal control questionnaires and permanent audit files.
* Participates in impactful special projects/reviews.
* Keeps internal and external stakeholders informed regarding all aspects of any type of assigned audit work.
* Continues professional development through self-training and participation in recommended courses, seminars, and in-house training sessions.
* Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* Bachelor's degree required; Accounting, Finance, or Business Administration degree preferred.
* At least 3+ years of internal and/or external audit experience, preferably in Financial Services.
* Professional certifications such as CPA, CFIRS, CRCM, CISA, CIA strongly preferred.
* Experienced knowledge of auditing standards, concepts, practices and procedures.
* Experienced knowledge of accounting, finance, internal control, and risk management practices.
* Advanced level project management skills.
* Significant additional professional level work experience may be considered for someone with a bachelor's degree in an unrelated field or without a certification.
* Advanced level knowledge of Microsoft Office products including Excel, Word, Access, PowerPoint, and Outlook.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* 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 work under stress, meet deadlines and manage multiple priorities
* Excellent organizational and customer service skills
* Attention to detail in composing materials, establishing priorities and meeting deadlines
* Excellent written and verbal communication skills
* Independent, self-motivated, and ability to make autonomous decisions.
* 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.
$79k-101k yearly est. Auto-Apply 49d ago
Data Integrations Analyst
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Performs analytical tasks related to system enhancements and maintenance; serves as the liaison between the business unit and the programming/technical units; makes recommendations to management for system enhancements (which could be revenue producing items).
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Creates detailed project plans and tracking documents to track a project from start to finish.
* Plays a key role in communicating issues related to projects/request to the business unit and programming/technical staff.
* Creates documentation related to projects and/or system changes to ensure they are properly communicated to the field and Help Services.
* Confers with personnel of businesses in a merger or acquisition as they are the sole responsible party to assure the application(s) being converted and operational and the success of the venture.
* Confers with personnel of organizational units involved to analyze current operational procedures, identify problems, and learn specific input and output requirements such as forms of data input, how data is to be summarized and formats for reports.
* Writes detailed description of user needs, program functions, and steps required to develop or modify computer program.
* Reviews computer system capabilities, workflow, and scheduling limitations to determine if requested program or program change is possible within existing system.
* Studies existing information processing systems to evaluate effectiveness and develops new systems to improve production or workflow as required.
* Conducts studies pertaining to development of new information systems to meet current and projected needs.
* Plans and prepares technical reports, memoranda, and instructional manuals as documentation of program development.
* Upgrades system and corrects errors to maintain system after implementation.
* Assists Computer Programmer in resolution of work problems related to flow charts, project specifications, or programming.
* Prepares time and cost estimates for completing projects.
* Directs and coordinates work of others to develop, test, install, and modify programs.
* Works with Hancock University and Retail Services to create detailed training, policy, and procedures as the need arises.
* Performs other duties and special projects as assigned by Senior Management.
* Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* Associate's Degree or higher preferred
* At least 5 years related experience
* A combination of education and experience is acceptable
* Knowledge of records management software products, imaging systems, and automated databases
* Proficiency with Microsoft Office products
* Excellent communication, analytical, customer service, and organizational skills
* Ability to work effectively with all levels of personnel
* Strong presentation skills
* Preferred knowledge in Accounting software; Contact Management systems; Database software; Development software; Human Resource systems; Internet software; Payroll systems; Project Management software; Spreadsheet software.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Ability to work under stress and meet deadlines.
* Ability to travel.
* Ability to lift/move/carry approximately 50 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.
$59k-80k yearly est. Auto-Apply 27d ago
Loan Workout Specialist 4
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Loan Workout Specialists monitor delinquent commercial and/or consumer loans and advise, restructure/rehabilitate, collect, recover, convert and/or liquidate assets (usually adversely classified) assigned by management to limit losses.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Monitors the commercial delinquencies weekly and in conjunction with management
* Works closely with officials of lending and borrowing institutions to review and restructure credit and repayment terms and to better secure collateral, attain an equity position, or otherwise establish recourse to other borrower assets
* Successfully manages multiple complicated and complex troubled credits/relationships.
* Develops and implements strategies to recover principal from borrowers whose non-performing loans have been charged off
* Reviews files assigned and develops a plan of action according to Bank and external policy/procedure and regulations.
* Communicates and coordinates with legal counsel both in-house and outside all legal activity associated with an assigned file.
* Reviews and evaluates appraisals (real estate or movables) as well as environmental reports relative to assigned accounts.
* Collects and incorporates all pertinent information for assembly into the department's working and bank files.
* Drafts, updates, and presents watch list reports for review to watch loan and selected asset review committees.
* Initiates and participates in meetings with clients and many times their advisors, counselors, attorneys and CPA's to address problems and develop solutions.
* Coordinates and facilitates interactions between various departments.
* Advises and assists loan officers and department managers with account deterioration and changes to approved plans of action.
* Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* Bachelor's degree preferably in Business Administration, Finance, or Accounting
* 6 years of relevant experience in credit and/or collections required
* Knowledge of sound credit, underwriting, and collateral recovery methods and procedures
* Knowledge of tax, legal, and Bank credit/loan policy
* Thorough understanding of the legal system relating to loan collections
* Ability to prevent losses and to turn around non-performing credits
* Ability to understand large and complex loans
* 1+ years of supervisory experience preferred.
* An equivalent amount of related training, education and experience may be considered
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Ability to travel if required to perform the essential job functions
* 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 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.
$27k-48k yearly est. Auto-Apply 55d ago
Merchant Services Sales Specialist
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Merchant Services Banker 2 independently manages sales and support of merchant solutions and related value-added services for business clients. This role drives new business development through active prospecting, cold calling, and partnership with internal and external referral sources. The position contributes directly to portfolio revenue through recurring fee income generation and consultative selling.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Markets and sells the bank's full suite of merchant services and core banking products to existing and prospective clients, including business management value-added applications.
* Partners with Retail, Business, and Commercial Banking teams to source referrals, develop proposals, and deliver presentations.
* Provides consultative support to clients and internal partners; independently manages moderate-complexity merchant accounts.
* Educates internal and external partners on merchant offerings and supports sales enablement activities.
* Maintains up-to-date knowledge of technology trends, payment acceptance tools, pricing models, and compliance requirements.
* Uses CRM and reporting tools to manage pipeline, forecast revenue, and track activity and engagement.
* Represents the bank in community and business events to strengthen brand presence and drive new business.
* Responsible for sourcing at least half-often the majority-of sales pipeline activity.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* High school diploma or GED required; Bachelor's degree preferred.
* 5+ years of banking or financial services experience; merchant services/card payments experience strongly preferred.
* Demonstrated success in achieving sales and revenue goals.
* Strong consultative sales, communication, and presentation skills.
* Proficiency with Microsoft Office Suite and CRM systems.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Ability to travel if required to perform the essential job functions
* 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 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.
$22k-32k yearly est. Auto-Apply 27d ago
Summer Intern- Business Continuity/Disaster Recovery
Hancock Whitney 4.7
Hancock Whitney job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Intern is responsible for participating in and contributing to a variety of initiatives and projects as well while gaining a working hands-on knowledge of the subject matter(s) covered. Responsibilities may include, but are not limited to, developing expertise in the assigned areas, analyzing and reporting on various subjects, coordinating efforts across and within business lines, assisting with various client activities and communicating with various levels of internal staff and external clients.
In addition, this internship will provide exposure to Business Continuity Planning (BCP) and Disaster Recovery (DR) practices, including supporting activities that ensure organizational resilience and preparedness.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Participates in meetings with management to learn about the company's objectives and processes.
Proactively seeks knowledge and mentorship from team members and leaders to develop a thorough understanding of banking products, services, programs and systems.
Responsible for participating in the development, planning, or execution of assigned projects or programs.
Supports team members with scheduled daily tasks, reporting and ad hoc requests.
Provides administrative support by preparing executive summary reports, proposals, presentations, or related tasks.
Participates in special projects or other assignments, as needed, to support the department.
Participates in the department's various continuous improvement initiatives.
Additional Business Continuity Responsibilities
Help keep emergency contact lists up to date: Reach out to employees to collect any missing phone numbers or email addresses so the company can send emergency alerts if needed.
Check training progress: Review reports to see which employees have completed their Business Continuity training and follow up if needed.
Monitor plan updates: Track whether different departments have finished their Business Continuity plans and record their status.
Organize network diagrams: Gather and store diagrams that show how company systems are connected, helping to improve critical business technology documentation.
Review lists of business applications to make sure the information is complete and accurate.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Minimum preferred cumulative GPA of 3.0 or higher.
Currently pursuing a Bachelor's or Master's degree required.
Business majors preferred.
Be a highly motivated self-starter who takes initiative.
Demonstrates strong analytical and problem-solving skills.
Possesses critical thinking, communication and teamwork skills.
Authorized to work in the U.S. on a permanent basis. Note, Hancock Whitney will not provide any assistance or sign any documentation to support immigration sponsorship or benefit including but not limited to optional practical training (OPT) or curricular practical training (CPT).
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions.
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 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.
$28k-32k yearly est. Auto-Apply 60d+ ago
Facilities Project Manager
Hancock Whitney 4.7
Hancock Whitney job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Coordinates and oversees new construction, renovations and capital improvement projects as assigned. Responsible for maintaining established corporate standards, value engineering and project cost analysis. Instrumental in developing and designing workplace designs and strategies. Develops, coordinates and manages work force relocations, additions and changes.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Manages all facets of project management (budget, schedule, procurement, quality & risk) for individual assigned real estate projects including planning, design, construction, occupancy and closeout.
Demonstrates capability to read, understand and apply standard to complex documents affecting real estate projects, including but not limited to: agreements/contracts, leases, work letters, project charters, surveys and drawings.
Interfaces directly with clients to define project requirements. Prepares scope of work, project delivery resource requirements, cost estimate & budget, cash flow, work plan schedule & milestones, quality control, and risk identification.
Identifies project delivery resources from pre-qualified lists or through individual project qualification process; conducts standard to complex request for proposals; completes bid analysis; leads evaluation interviews, recommends resources to clients.
Oversees construction projects as the company's representative on major construction sites.
Responsible for obtaining, archiving and updating as necessary all as-built construction documents plans in CAD, PDF or other acceptable format.
Develops, coordinates, and manages workforce relocation plans as assigned.
Ensures ergonomic, cost effective space design and FF&E options.
Reviews occupancy requirements to ensure that applications, selection of tenants and assignment of units are in accordance with rules and regulations.
Analyzes adjacency requirements for large relocations to maximize efficiencies between departments.
Requisitions furnishings and furniture.
Investigates FF&E finishes and design elements. Instructs the architect and engineers to include the approved finishes and elements into architectural documents.
Investigates in conjunction with architect and contractor all viable Value engineering alternatives within all proposed construction documents to minimize capital outlay expenditure.
Solicits and qualifies bids for required goods and services as needed.
Responsible for developing departmental procedures for all capital projects to provide for standardization.
Keeps abreast of industry trends, regulations and building codes related to office furniture, fixtures, equipment, materials, building processes, green products and all other related standards.
Manages outside vendors but does not have actual supervisory duties to include evaluation, hiring, etc.
SUPERVISORY RESPONSIBILITIES:
The incumbent manages managers and associates and is responsible for the overall direction, coordination and evaluation of the assigned unit and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining associates; addressing complaints and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Associate's degree and four to six years' experience in project management within a financial institution environment; or equivalent combination of education and experience. Emphasis in Architectural or Interior Design Degree strongly preferred
Basic computer skills and the ability to learn new software systems
Ability to communicate effectively orally and in writing using the English language
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Self-directed and the ability to work un-supervised
Team player and ability to work with others
Experience with customer relations with proven customer satisfaction
Ability to work independently and as a productive member of a team.
Ability to work under pressure and meet deadlines.
Preferred:
Bachelor's degree with eight to ten years' experience
Certified Facility Manager or other similar professional designation
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required 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.
$48k-73k yearly est. Auto-Apply 60d+ ago
Lead, Information Technology Governance Risk Compliance (IT Audit)
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Responsible to lead the ongoing development and execution of the organization's IT Governance, Risk, and Compliance Programs, covering key areas such as policy management, risk assessments, issue management, audits, and vendor risk management to ensure the confidentiality, integrity, and availability of information assets (data and data systems). This includes leading initiatives to ensure IT aligns with business goals while managing risks and meeting regulations. In this role, you'll work with internal and external auditors and provide enterprise-wide guidance, documentation, and project leadership to support the IT GRC framework.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Leads the development and maintenance of security policies and guidelines in alignment with regulatory requirements. Socializes policy changes to subject matter experts and line of business.
* Assists in the development of control documents with Security Architects for applications being governed.
* Ensures scheduled control checks for Information Technology, Information Security, and line of business defined controls are tracked and reported against.
* Standardizes, documents, maintains, and automates where possible, IT GRC processes.
* Performs IT risk assessments to evaluate risks and compensating controls and participates in enterprise-level risk assessments.
* Prepares formal written reports on governance, risk, and compliance.
* Oversees IT regulatory reviews, IT internal audits, and SOX testing of IT General Controls (ITGC).
* Supports lifecycle of issue management and policy exception process; reviews and consults teams on draft policy exceptions, prepares summary notes with recommendation for approve or deny; and effectively communicates IT issues and risks to management.
* Generates reports on assessment findings and summarizes them to facilitate remediation tasks for other operational teams.
* Studies existing information processing systems to evaluate effectiveness of controls.
* Oversee vendor cybersecurity risk management for critical business services.
* Supports the security awareness programs within the business unit.
* Works with other bank leaders to support the mission and core values of the bank.
* Provides mentoring, guidance, and training to staff.
* Performs other job-related duties and special projects as assigned.
SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* Bachelor's degree in Information Systems or relevant technical / science degree or equivalent experience in Information Systems required
* 6+ years of IT policy, controls, assessment, GRC, or audit experience required
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Ability to travel if required to perform the essential job functions
* 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 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.
$94k-114k yearly est. Auto-Apply 10d ago
Floating Universal Banker
Hancock Whitney 4.7
Hancock Whitney job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client's overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.
Proactively educates clients on alternate delivery methods and channels that make client's lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
Engages in client and/or prospect management activities.
Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
Leverages ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships.
Assists in the responsibility of managing the lobby by actively engaging, greeting and directing client lobby traffic.
Will be asked to perform the duties of the role based upon the needs of the financial center.
Supports the Bank's strong risk management culture through awareness, knowledge and sound decision making.
Ensures operational and financial safety and soundness. Maintain awareness of the environment, the situation, and the client. Leverages Lobby Management as a tool for managing client interactions and risk.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
High School Diploma or general education degree (GED) is required
Bachelor's degree preferred
1 year sales and client service experience in a professional environment; prior banking experience highly preferred or Bachelor's degree and cash handling and customer service experience in retail or financial institution
Proven ability to form and expand client relationships
Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008
Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to clients with differing needs.
Ability to learn products, services, and procedures quickly and accurately.
Comfortable educating others on technology.
Professional, thorough, and organized with strong follow-up skills.
Performs well in a team environment and proactively collaborates with others to serve clients.
Ability to understand and follow policies, procedures, and regulatory requirements.
Ability to work Financial Center hours, including weekends, and some evenings.
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to operate related equipment 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.
$26k-30k yearly est. Auto-Apply 18d ago
Enterprise Projects Manager - Technology
Hancock Whitney 4.7
Hancock Whitney job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Enterprise Project Manager 2 (EPM2) leads complex technical and strategic projects that generally have been assigned a medium to high corporate priority through planning, execution, and full implementation to achieve organizational goals and deliver defined value to clients, associates, and shareholders. The EPM2 manages project scope, cost, schedule, staffing, vendors, and contractual deliverables, and is accountable for ensuring timely, on-budget, and high-quality results. The role oversees multiple small to medium projects or one larger initiative at a time, collaborating with diverse cross-functional teams and external vendors to drive successful outcomes.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Lead projects from initiation to close, ensuring delivery of objectives, timelines, budgets, and risk mitigation.
Represent business cases to key stakeholders and navigate governance forums for approval and oversight.
Provide day-to-day leadership and management of project teams across assigned business lines.
Develop and maintain detailed project plans; facilitate project meetings, communications, and documentation.
Oversee all project deliverables including testing, implementation strategies, and execution of deliverables.
Provide executive-level reporting on project status, risks, issues, timelines, and resources.
Manage vendor relationships, including defining expectations, performance measures, and leading planning sessions.
Collaborate with Enterprise Project Office (EPO), technology, operations, legal, compliance, risk, finance, and other support partners.
Deliver presentations to senior leadership summarizing project objectives, scope, risks, mitigations, and outcomes.
Support adoption of change management practices and ensure business readiness.
Ensure projects are completed on time, within scope, and within budget.
Provide subject matter expertise and mentorship to team members and business partners as appropriate.
Perform other duties and special projects as assigned.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree in business, finance, technology, or related field; or equivalent combination of education and experience.
5+ years of technology project management or program management experience.
PMP (Project Management Professional) and/or Agile certification preferred.
Demonstrated expertise in project management methodologies, tools, and disciplines.
Strong verbal and written communication skills; ability to interact effectively with stakeholders at all levels.
Strong organizational, facilitation, and interpersonal skills with the ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Office (Excel, Word, PowerPoint) and project management tools.
Strong analytical and problem-solving skills; ability to recommend optimal courses of action.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions
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 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.
$71k-89k yearly est. Auto-Apply 5d ago
Training Specialist
Hancock Whitney 4.7
Hancock Whitney job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Serves as the primary facilitator of coursework for associates within an assigned region or segment. Training specialists provide timely and effective delivery of training content to their internal clients. Responsible for managing and maintaining labs, as well as working with appropriate leadership and our learning design resources to schedule and deliver training.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Schedules, notifies, and delivers assigned training, either in person or via virtual instructor led tools, to intended audience according to established service level agreements or project plans.
Partners with leadership and monitors reports to understand and stay abreast of hiring trends for applicable territory
Manages the classroom environment to ensure each associate receives a quality learning experience. Provides feedback to management on students as needed.
Properly documents class offerings, attendance, and course credit in the company's learning management system.
Sends applicable post class surveys to participants and/or seeks appropriate feedback on classes taught.
Stays current on policies and procedures for the client base they support. Participates in the process to keep coursework up to date by notifying the appropriate instructional design resources of any potential discrepancies in training content.
Participates in train the trainer sessions as needed; maintains any necessary internal certifications in core coursework
Reviews course materials using the provided leader guides and prepares schedules for training sessions. Ensures participant materials are accurate and available for training.
Manages and maintains assigned computer lab(s), equipment, etc.
Fills in for other training specialists as needed outside of normal assigned areas
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Required:
Associate degree in a related field or equivalent experience required; Bachelor's degree preferred
3+ years of training experience
Financial services training experience preferred
Specialized financial services knowledge or experience may be considered in place of training experience
Technical skills to operate and deliver training using company platform and technology systems (LCDs, webinar tools, surveys, etc.).
Ability to read, comprehend, and explain company prepared regulatory and policy information
Strong interpersonal skills; Ability to communicate orally and in writing with all levels of associates.
Proficiency with Microsoft Office products
Excellent communication, analytical, customer service and organizational skills
Strong presentation and training skills
Preferred:
Previous management experience preferred
Prior experience in financial services and with financial services systems
Comprehensive understanding of financial services to include applicable regulations
Experienced in lending with knowledge of financial statements, credit analysis and business math
Experienced in sales or knowledge of sales processes and client relationship management tools
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines
Ability to travel regionally approximately 50% of the time; travel demands are impacted by company initiatives
Ability to lift/move/carry approximately 30 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.
$33k-46k yearly est. Auto-Apply 15d ago
Financial Center Supervisor
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Poplarville, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
The Financial Center Supervisor ensures a solid operational foundation; builds relationships with clients while performing financial transactions including paying, receiving, and cash control duties; seeks to uncover financial needs, minimize loss, reduce risk, and deliver accurate and superior client service by performing the following duties.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Performs morning operational huddles.
* Completes Staffing & Scheduling coordination and duty assignments to ensure efficient operation of the financial center.
* Offers guidance to associates regarding teller transactions and reinforces policy and procedure.
* Assists with financial center morning and evening duties to include opening and closing the vault, working and locking the Night Depository, setting up the Teller station with supplies and cash, balancing the Teller window/financial center, and clearing teller errors and cash items.
* Assists in mitigating operational loss within a financial center to include managing financial center and vault cash limits, granting staff supervisory override for transactions, ensuring proper hold placement and outage resolution.
* Performs research and problem-resolution for clients as issues arise.
* Supports the Bank's strong risk management culture through awareness, knowledge and sound decision-making and is responsible for adherence to the financial center Risk Management Review process to include dual control procedures.
* Accurately utilizes equipment and remains knowledgeable of equipment functionality to include ATM, Cash Recycler Machines, Currency Counters and Coin Sorters to provide financial center services.
* Models sales and service behavior for associates and promotes professionalism to include lobby management.
* In support of client service and lobby management, the position may:
* Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client's overall financial needs. This activity may be in the financial center, out-bound calling, or conducting educational seminars.
* Proactively educates clients on alternate delivery methods and channels that make client's lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
* Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
* Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
* Processes a variety of routine and complex transactions for financial center clients, including deposits, withdrawals, and loan payment processing.
* Engages in client and/or prospect management activities.
* Drives proactive sales conversations and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
* Ensures operational and financial safety and soundness. Maintains awareness of the environment, the situation, and the client. Leverages lobby management as a tool for managing client interactions and risk.
SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* High School Diploma or general education degree (GED)
* 3 years of cash handling and customer service experience in retail or branch banking or Bachelor's degree and 1 year of cash handling and customer service experience in retail or branch banking
* Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook)
* Ability to navigate in multiple computer systems and applications, and utilize search tools to find information
* This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results.
* Working knowledge and understanding of laws and regulations pertaining to the banking industry
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to clients with differing needs
* Ability to learn products, services, and procedures quickly and accurately
* Comfortable educating others on technology
* Professional, thorough, and organized with strong follow-up skills
* Performs well in a team environment and proactively collaborates with others to serve clients
* Ability to understand and follow policies, procedures, and regulatory requirements.
* Ability to work Financial Center hours, including weekends, and some evenings
* Ability to travel if required to perform the essential job functions
* Ability to work under stress with competing priorities 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 lift/move/carry approximately 30 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.
$22k-27k yearly est. Auto-Apply 19d ago
Senior Programmer Analyst
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Gulfport, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Provides technical direction and support in developing business systems software and procedures; Responsible for analysis, design, programming, and implementation of complex programming projects involving a sizable group of users by performing the following duties. This job may be a specialist in one (or more) of three areas. Please see the "Specialties" section for specifics.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Plans and conducts analyses of complex and unique business systems projects.
* Devises new sources of data and develops new approaches and techniques for use by others.
* Conducts reviews of computer technology developments applicable to systems design and prepares long range forecasts.
* Studies broad areas of work processes that cut across organizational information systems.
* Acts as an internal consultant providing technical guidance on business systems projects.
* Determines and resolves problems with other systems analysts, programmers, and systems users.
* Maintains, develops, modifies and documents programs according to general specifications and guidelines.
* Provides guidance to lower-level programmers and systems specialists
* Trains entry level coworkers in programming and program coding.
* Consults with internal clients to analyze and understand functions to be automated, client needs, objectives, desired features and input and output requirements.
* Analyzes, defines, and documents system requirements for data, workflow, logical processes, hardware and operating system environment, interfaces with other systems, internal and external checks, and controls and outputs.
* Researches and evaluates software and hardware to assist in programming or to use as program platforms.
* Consults with internal client to prototype, refine, test and debug programs to attain client approval.
* Performs all other duties as assigned.
* POSITION SPECIALTIIES:
* A. Web Specialist
* .Net, SharePoint, HTML, java script, VB script
* Ability to create and modify graphics in Photoshop
* Fundamental PC knowledge and navigation
* Visual Basic a plus
* Argo a plus
* Crystal a plus
* asp.net and J# and C# a plus
* Knowledge of relational databases using SQL language and ODBC connectivity a plus
* B. Core Banking Systems Specialist
* Cobol
* CA-Easytrieve
* JCL
* CICS
* TSO/ISPF
* VSAM
* Fidelity Banking Applications a plus
* API and RPI a plus
* CICS Cobol a plus
* Assembler a plus
* C. Electronic Delivery Specialist
* Cobol
* CA-Easytrieve
* JCL
* CICS
* TSO/ISPF
* VSAM
* Networking
* Server a plus
* Tandem a plus.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* Bachelor's degree and at least five years programming experience and a developed expertise in a particular area or function of programming; or equivalent combination of education and experience
* Knowledge of Accounting software, Database software, Design software, Development software, Human Resource systems, Internet software, Payroll systems, Project Management software, Spreadsheet software, and Word Processing software.
* Knowledge of Microsoft Office products including Microsoft Word, Excel, PowerPoint, Access, and Outlook email program
* Ability to code in COBOL and Easytrieve computer languages
* Ability to use spreadsheet software, word processing software, email systems and network systems
* Ability to code IBM MVS JCL
* Ability to learn or knowledge of coding in Assembler, Argo Data Systems proprietary GUI Customizer Toolset, DB2/SQL, VBSCRIPT, HTML, JAVASCRIPT, FRONTPAGE, and/or DreamWeaver
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Excellent communication and client service skills
* Ability to manage time and competing priorities in a retail environment
* Strong interpersonal skills with the ability to interact with all levels of an organization
* Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives
* High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term
* Ability to understand and interpret a P&L and financial statements
* Adaptability, flexibility and ability to work branch hours, including weekends and some evenings
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.
$81k-95k yearly est. Auto-Apply 14d ago
Financial Advisor
Hancock Whitney Corp 4.7
Hancock Whitney Corp job in Moss Point, MS
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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs.
* Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises.
* Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client.
* Recommends product(s) and/or services based on the information provided by the client that are suitable for the investor's needs.
* Meets with existing clients periodically to update them on potential investments and to determine whether any life changes (marriage, disability, retirement, etc.) have occurred that may affect their financial and investment goals.
* Completes all client's paperwork in accordance with compliance and company guidelines including providing prospectus if applicable.
* Receives client's trade orders and instructions for money movement and processes according to regulatory requirements.
* Reviews all paperwork for accuracy and completeness before forwarding to HWIS operations for processing
* Creates and maintains a weekly appointment schedule of branch location to meet with clients
* Trains branch personnel on how to make referrals
* Assists and supports in meeting their referral and investment goals by organizing call parties, client appreciation days, etc.
* Attends branch meetings to monitor needs of branches
* Looks for cross-referral opportunities to direct deposit, loan, trust
* Attends annual compliance continuing education meeting held by Hancock Investment Services
* Successfully completes required continuing education in compliance with both insurance and securities regulations
* Renews insurance license on an annual basis prior to deadline
* Complies with State Insurance and Securities regulations
* Uses a consultative sales process, determines client needs, obtains commitment and proposes solutions
* Coordinates with bank business partners in order to have the opportunity meet with bank clients and determine how to meet their investment needs
* Participates in community affairs to increase company and bank's visibility and to enhance new business opportunities
* Compiles lists of prospective clients to provide leads for additional business
* Contacts and qualifies prospective clients and develops an action plan to assess their investment needs, acceptable risk level and to present solutions.
* Develops long-term relationships with clients
* Continually expands product knowledge and consultative selling skills through self-study and continuing education programs
* Serves as a business partner to bankers and fellow financial advisors
SUPERVISORY RESPONSIBILITIES:
No
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
* Bachelor's degree preferably in Business, Finance, Accounting or related field.
* 2+ years of related experience in Brokerage/Insurance and/or Banking/Retail
* An equivalent combination of education, training, and experience may be considered.
* Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and be in good standing
* Must currently possess FINRA Investment License(s) - Series 7, 63, 65/66 and be in good standing
* Ability to learn, understand and communicate all investment products and procedures of the company
* Ability to identify selling opportunities to up-sell and cross-sell bank products and services
* Ability to interact with individuals of widely divergent lifestyles
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
* Ability to travel if required to perform the essential job functions
* 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 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.