Investment Assistant
Whitney, MS · On-site
Provides support for Financial Advisors and Senior Investment Consultants (Advisors) by delivering excellent client service to Hancock Whitney Financial Consultants (HWFC) clients while contributing ...
20 Hancock Whitney Bank Jobs Hiring Near You
Investment Assistant
Whitney, MS · On-site
Provides support for Financial Advisors and Senior Investment Consultants (Advisors) by delivering excellent client service to Hancock Whitney Financial Consultants (HWFC) clients while contributing ...
Fulfillment Specialist
Whitney, MS · On-site
The following certifications from Hancock Whitney's Computer Based Training (CBT) are required, if applicable, once in this position: * Certification in Banking Regulations (Reg. B, Reg. CC, Reg. O ...
Fulfillment Specialist
Whitney, MS · On-site
The following certifications from Hancock Whitney's Computer Based Training (CBT) are required, if applicable, once in this position: * Certification in Banking Regulations (Reg. B, Reg. CC, Reg. O ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney's Computer Based Training (CBT) are required ...
Stays current with and ensures changes are implemented timely for Hancock Whitney's underwriting policy, investor guidelines, applicable state and federal laws and regulations, and changes in other ...
Stays current with and ensures changes are implemented timely for Hancock Whitney's underwriting policy, investor guidelines, applicable state and federal laws and regulations, and changes in other ...
Community Loan Originator
Mesquite, TX · On-site
Stays current with and ensures changes are implemented timely for Hancock Whitney's underwriting policy, investor guidelines, applicable state and federal laws and regulations, and changes in other ...
Community Loan Originator
Mesquite, TX · On-site
Stays current with and ensures changes are implemented timely for Hancock Whitney's underwriting policy, investor guidelines, applicable state and federal laws and regulations, and changes in other ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Bank's Computer Based Training (CBT) are required, if ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Bank's Computer Based Training (CBT) are required, if ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Bank's Computer Based Training (CBT) are required, if ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Bank's Computer Based Training (CBT) are required, if ...
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.
New
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.
New
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Bank's Computer Based Training (CBT) are required, if ...
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Bank's Computer Based Training (CBT) are required, if ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results. * Audits accounts, records and ...
Financial Advisor
Clearwater, FL · On-site
Attends annual compliance continuing education meeting held by Hancock Investment Services * Successfully completes required continuing education in compliance with both insurance and securities ...
Financial Advisor
Clearwater, FL · On-site
Attends annual compliance continuing education meeting held by Hancock Investment Services * Successfully completes required continuing education in compliance with both insurance and securities ...
Financial Advisor
Bradenton, FL · On-site
Attends annual compliance continuing education meeting held by Hancock Investment Services * Successfully completes required continuing education in compliance with both insurance and securities ...
Financial Advisor
Bradenton, FL · On-site
Attends annual compliance continuing education meeting held by Hancock Investment Services * Successfully completes required continuing education in compliance with both insurance and securities ...
Hancock Whitney Jobs Information
What is it like to work at Hancock Whitney Bank?
Hancock Whitney Bank is a community-focused financial institution that prioritizes building strong relationships with its customers and employees, fostering a culture of teamwork, integrity, and community involvement.
The bank's team structure is organized around a customer-centric approach, with employees working in collaborative environments to provide personalized financial solutions. Hancock Whitney Bank's mission is to make a positive impact in the communities it serves, with a focus on supporting local businesses, education, and economic development.
Working at Hancock Whitney Bank may appeal to candidates who value community involvement, teamwork, and a customer-centric approach to banking, as well as those seeking a stable and supportive work environment with opportunities for professional growth and development.
The bank's team structure is organized around a customer-centric approach, with employees working in collaborative environments to provide personalized financial solutions. Hancock Whitney Bank's mission is to make a positive impact in the communities it serves, with a focus on supporting local businesses, education, and economic development.
Working at Hancock Whitney Bank may appeal to candidates who value community involvement, teamwork, and a customer-centric approach to banking, as well as those seeking a stable and supportive work environment with opportunities for professional growth and development.
What makes Hancock Whitney Bank an attractive place to work?
Hancock Whitney Bank is a leading regional bank in the United States, known for its long history of community involvement and commitment to financial stability. The bank offers a collaborative work environment that values innovation, teamwork, and employee growth, with opportunities for professional development and advancement in a stable and secure setting. By joining Hancock Whitney Bank, individuals can contribute to the bank's mission of serving the financial needs of its customers and communities, while also pursuing their own career goals and aspirations.
Do workers at Hancock Whitney Bank get paid breaks?
No. Most people don’t get paid breaks.
74% of people say they don’t get paid breaks.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and July 2026.
74% of people say they don’t get paid breaks.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and July 2026.
Does Hancock Whitney Bank pay people when they’re sick?
Yes. Most people get paid when they’re sick.
96% of people say they would get paid if they were sick but scheduled to work.
Based on data from 25 people who took the Breakroom Quiz between December 2024 and July 2026.
96% of people say they would get paid if they were sick but scheduled to work.
Based on data from 25 people who took the Breakroom Quiz between December 2024 and July 2026.
At Hancock Whitney Bank, are sick days and vacation days separate paid time off?
Sick days and vacation days are separate paid time off.
78% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 18 people who took the Breakroom Quiz between May 2025 and July 2026.
78% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 18 people who took the Breakroom Quiz between May 2025 and July 2026.
Is the health insurance from Hancock Whitney Bank affordable enough for their workers?
Most people say the health insurance costs are okay.
78% of people say the health insurance costs are okay
Based on data from 18 people who took the Breakroom Quiz between March 2025 and July 2026.
78% of people say the health insurance costs are okay
Based on data from 18 people who took the Breakroom Quiz between March 2025 and July 2026.
Do people get paid time off at Hancock Whitney Bank?
Most people get paid time off work.
95% of people say they get paid time off.
Based on data from 20 people who took the Breakroom Quiz between May 2025 and July 2026.
95% of people say they get paid time off.
Based on data from 20 people who took the Breakroom Quiz between May 2025 and July 2026.
How far ahead of time do people find out their work schedule?
Only some people find out their schedule four weeks ahead of time.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and June 2026.
- 50% of people with changing schedules find out their shifts one week or less ahead of time.
- 17% of people with changing schedules find out their shifts two weeks ahead of time.
- 0% of people with changing schedules find out their shifts three weeks ahead of time.
- 33% of people with changing schedules find out their shifts four weeks or more ahead of time.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and June 2026.
Do workers at Hancock Whitney Bank worry about hours?
Most people don’t worry about getting enough hours.
93% of people report they don’t worry about getting enough hours.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and June 2026.
93% of people report they don’t worry about getting enough hours.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and June 2026.
Do Hancock Whitney Bank workers get to choose the shifts they work?
Most people get to choose which shifts they work.
67% report that they have enough control over which shifts they work.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and March 2026.
67% report that they have enough control over which shifts they work.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and March 2026.
How easy is it for Hancock Whitney Bank workers to change shifts?
Most people find it easy to change shifts.
83% of people report that it’s easy to change shifts if they need to.
Based on data from 6 people who took the Breakroom Quiz between December 2024 and June 2026.
83% of people report that it’s easy to change shifts if they need to.
Based on data from 6 people who took the Breakroom Quiz between December 2024 and June 2026.
How easy is it to get time off at Hancock Whitney Bank?
Most people find it easy to get time off.
83% of people report it’s easy to get time off.
Based on data from 24 people who took the Breakroom Quiz between December 2024 and July 2026.
83% of people report it’s easy to get time off.
Based on data from 24 people who took the Breakroom Quiz between December 2024 and July 2026.
Do Hancock Whitney Bank managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
93% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and June 2026.
93% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and June 2026.
Do jobs at Hancock Whitney Bank spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
29% of people report that their job takes up time that they don’t get paid for.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and June 2026.
29% of people report that their job takes up time that they don’t get paid for.
Based on data from 14 people who took the Breakroom Quiz between December 2024 and June 2026.
How easy is it to take sick days at Hancock Whitney Bank?
Most people find it easy to take sick days.
69% of people report that it’s easy to take time off if they are sick.
Based on data from 26 people who took the Breakroom Quiz between December 2024 and July 2026.
69% of people report that it’s easy to take time off if they are sick.
Based on data from 26 people who took the Breakroom Quiz between December 2024 and July 2026.
Is working at Hancock Whitney Bank good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
75% of people who care for a child or other relative report this is a good place to work.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and June 2026.
75% of people who care for a child or other relative report this is a good place to work.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and June 2026.
Do people at Hancock Whitney Bank feel treated with respect by their managers?
Most people feel treated with respect by their managers.
92% of people say they’re treated with respect by their managers.
Based on data from 25 people who took the Breakroom Quiz between December 2024 and July 2026.
92% of people say they’re treated with respect by their managers.
Based on data from 25 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people at Hancock Whitney Bank get to take their breaks without interruption?
Most people get breaks without interruption.
85% of people report that they get to take their breaks without interruption.
Based on data from 20 people who took the Breakroom Quiz between December 2024 and July 2026.
85% of people report that they get to take their breaks without interruption.
Based on data from 20 people who took the Breakroom Quiz between December 2024 and July 2026.
Is it stressful to work at Hancock Whitney Bank?
Some people feel stressed out here.
62% of people say they often feel stressed out at work.
Based on data from 26 people who took the Breakroom Quiz between December 2024 and July 2026.
62% of people say they often feel stressed out at work.
Based on data from 26 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people at Hancock Whitney Bank enjoy their jobs?
Only some people enjoy their job.
35% of people report they don’t enjoy their job.
Based on data from 26 people who took the Breakroom Quiz between December 2024 and July 2026.
35% of people report they don’t enjoy their job.
Based on data from 26 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people at Hancock Whitney Bank recommend working with their team?
Only some people recommend working with their team.
48% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 27 people who took the Breakroom Quiz between December 2024 and July 2026.
48% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 27 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people get enough training when they start at Hancock Whitney Bank?
Most people got enough training when they started.
79% of people report they got enough training when they started working here.
Based on data from 24 people who took the Breakroom Quiz between December 2024 and July 2026.
79% of people report they got enough training when they started working here.
Based on data from 24 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people get support to advance at Hancock Whitney Bank?
Only some people are given support to advance their career here.
In the last year, 62% of people report not being given support to advance their career here.
Based on data from 21 people who took the Breakroom Quiz between December 2024 and July 2026.
In the last year, 62% of people report not being given support to advance their career here.
Based on data from 21 people who took the Breakroom Quiz between December 2024 and July 2026.
Do people think Hancock Whitney Bank’s headquarters understands what’s happening where they work?
Most people think headquarters doesn’t understand what’s happening where they work.
85% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 20 people who took the Breakroom Quiz between December 2024 and July 2026.
85% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 20 people who took the Breakroom Quiz between December 2024 and July 2026.
Do workers feel well informed about how Hancock Whitney Bank is doing?
Most people feel well informed about how the company is doing.
67% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and July 2026.
67% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and July 2026.
What are the most popular cities for Hancock Whitney Bank jobs?
Hancock Whitney Bank rating
7.7
Based on 27 frontline employees who took The Breakroom Quiz
93rd of 170 rated banks
Job description
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 support for Financial Advisors and Senior Investment Consultants (Advisors) by delivering excellent client service to Hancock Whitney Financial Consultants (HWFC) clients while contributing to the overall goals and objectives of Wealth Management. Assist Advisors with maintaining and growing client relationships and portfolios.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Assist in opening accounts, preparing for account reviews, process account maintenance
- Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.
- Help train and assist licensed bankers to assist clients.
- Help uncover investment opportunities for existing and new clients.
- Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
- Often work unsupervised, making effective use of time.
- Follow protocol for meeting clients within the assigned territory, making sure any referral received does not already belong to another Advisor.
- Often serve as primary point of contact for clients, demonstrate confidence and knowledge of the industry to cultivate clients' trust.
- Stay abreast of and communicate changes to paperwork requirements, compliance rules, approval procedures, and business solicitation guidelines.
- Provide administrative support for Advisors as needed.
- Assist clients and advisors to purchase and sell stock, mutual funds, brokerage CDs, U.S. Treasuries, and Municipal and Corporate bonds.
- Assist Advisors in executing orders, research and daily operational procedures.
- Work directly with clients opening new investment accounts and insuring documentation meets compliance requirements.
- Responsible for money transfers between Hancock Whitney Bank and Brokerage accounts
- Research account positions for clients.
- Resolve account discrepancies.
- Assist with fund and account transfers.
- Assist clients with Internet trading and viewing their accounts online.
- Provide clients with stock and fund information.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- High school diploma or equivalent required; Bachelor's degree preferred
- 2 years of related support experience; preferably in a financial institution
- A combination of education and experience/training 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.
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.
What Hancock Whitney Bank employees say
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