Hancock Whitney

Operations

• Organize, develop, train, and coach front-line team to ensure they are motivated and trained to meet all operations, service, and sales targets.
• Monitor CSP results and comments to ensure a consistent superior customer service experience.
• Ensure operational cohesiveness & the existence of adequate controls; work closely with Retail Services on Risk Management deficiencies.
• Administer Retail FTE management within market; work closely with direct reports on staffing requirements, schedule creation & adherence, mix alignment, and FTE requisitions.
• Accountable for maintaining corporate standards for regulatory compliance to include completion of compliance CBTs throughout market.
• Administers market Business Continuity Planning and Recovery initiatives including key branch location identification and all facets of pre and post-disaster planning.
• Monitor performance weekly using the sales management process as outlined by Retail LOB.
• Hold team accountable for execution of the sales referral processes as outlined by the Retail LOB to ensure objectives are achieved on a monthly and quarterly basis.
• Sales Management activities include but not limited to: Weekly Sales & Service Calls, Weekly recognition and best practice sharing in sales, service, and operations, Inspection of Morning Huddles, Participation in weekly Sales & Service meetings at branches within market.
• Observe and model coaching/feedback sessions with direct reports.
• Model leadership effectiveness by sharing best practices and recognition of team members on a weekly basis.
• Hold and document monthly coaching performance discussions with each direct report.
• Participate in local community events to foster brand awareness and service to our markets in which we operate.
• Adhere to quarterly/annual expense budget line items such as FTE, salary dollars, controllable losses and other controllable expense line items as outlined by Retail LOB.
• Reinforce our vision, mission, and strategy through words and actions to support Hancock Holding Company’s business goals.
• Hold self and team accountable for demonstrating high ethical standards and acting in accordance with Hancock Holding Company’s core values.
• Other duties and special projects as assigned by Senior Management.

Retail Operations Leader

Compliance

• Work with the Compliance Manager to maintain an effective enterprise-wide compliance program
• Provides first-line guidance and oversight to lines of business
• Performs compliance reviews in all pertinent areas of the Bank
• Maintains records of all internal testing of required banking regulations
• Prepares final compliance audit reports
• Follows-up on timely basis with appropriate managers for outstanding findings
• Assists in reviewing and updating compliance policies, procedures, manuals, training materials, and consumer disclosures
• Provides support to all areas of the bank by researching and responding to compliance-related inquiries

Compliance Specialist

• Responsible to lead the ongoing development and execution of the organization’s IT Governance, Risk, and Compliance Programs
• Leads the development and maintenance of security policies and guidelines in alignment with regulatory requirements
• Performs IT risk assessments to evaluate risks and compensating controls
• 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
• Generates reports on assessment findings and summarizes them to facilitate remediation tasks for other operational teams

Lead, Information Technology Governance, Risk Compliance – IT Audit

Auditor

• Assist members of the Internal Audit Team in implementing the strategic objectives of the Internal Audit Department
• Perform tests of the Company’s internal controls and processes to ensure adequacy, functionality, and adherence to regulatory requirements
• Collect, analyze, document, and interpret data regarding Company objectives, risks and controls
• Develop partnerships with audit clients for assigned areas by maintaining ongoing dialogue
• Perform fieldwork to assess the effectiveness of internal controls and compliance with laws, regulations, internal policies, and procedures
• Prepare audit working papers in appropriate formats
• Continue professional development through self-training and participation in courses, seminars, and in-house training sessions

Staff Internal Auditor

Data Engineer

• Responsible for defining and deploying the architectural framework(s) to ensure establishment of effective data and metadata management within Enterprise systems.
• Designing and directing the ongoing evolution of a flexible and common architectural framework to meet Enterprise data management needs for a wide range of application architectures and storage technologies.
• Defines and manages The Enterprise Data Management (EDM) architectural framework’s evolution focused on supporting business goals for data availability, usability, and security.
• Promotes the benefits of a federated enterprise data model (FEDM) across the Enterprise.
• Selects and implements of tools to manage Hancock Whitney metadata.
• Defines Data Warehouses and Data Marts uses to support business and technical objectives.
• Defines standards for data auditability in support of Sarbanes Oxley and other regulatory compliance requirements.
• Defines appropriate use of data management tools, principles, and methods for all scenarios related to Enterprise systems development and operation.
• Ensures adherence to Standards, data management tools, and methods by project teams for custom developed and packaged solutions application systems.
• Ensures that data management requirements are considered during all phases of the Application Delivery and Support Lifecycle.
• Ensures compliance with SLCs and Information Security Policy and Procedures.
• Manages and monitors of The Enterprise Data Management Architecture Frameworks use by project teams for new systems and system support teams for system enhancements to ensure compliance with standards for: data availability, data retention, archiving, scalability, Security Auditability, use of data management tools and methods, metadata management, data integration and synchronization, use of the Integration/Middleware architectural framework, use of the Application and packaged solutions architectural frameworks, and use of storage devices.
• Defines data warehousing strategy incorporating a unified metadata model across the warehouse(s) and data marts.
• Defines and enforces the standards for developing and maintaining key EDM artifacts.
• Coordinates the Infrastructure Architects on definition of infrastructure architecture standards for processors, storage devices, and networks to support the EDM architectural framework.
• Defines Extract, Transform & Load (ETL), and data replication strategies in conjunction with the Enterprise Integration/Middleware and Application Architects.
• Defines integration of packaged solutions data model into Enterprise Data Architecture.
• Identifies areas where changes in data management practices can add value to the Enterprise and improve IT efficiency.
• Ensures that vendor proposed and constructed solutions conform to the EDM architectural framework.
• Assists new system project teams and system support teams in the use of Data Management concepts, methods, and tools as needed.
• Mentors and trains solution and project architects to ensure a complete understanding of EDM concepts, methods, and standards.
• Performs other duties and special projects as assigned by Senior Management.

Data Architect

SDET

• Contribute to the full scope of test automation goals and process by identifying where automation can add the highest level of value
• Design, develop, and maintain automated test scripts
• Collaborate with others to identify and design the test scripts that would yield the highest level of value for the company
• Partner with other IT personnel, including managing projects, to build, maintain, and execute the scripts going forward
• Maintain automated scripts throughout the SDLC (Software Development Life Cycle)
• Identify, present, and implement ways to capture Return on Investment (ROI) of automation development so as to demonstrate the script’s value to improving a manual process currently employed at the bank
• Focus on standardizing and optimizing automation tools and methodology based on foundation defined in ASD
• Look for opportunities for improvements to test automation strategies as application life cycles change and progress.

Test Automation Engineer

Software Engineer

• Provides technical direction and support in developing business systems software and procedures
• Responsible for analysis, design, programming, and implementation of complex programming projects
• Acts as an internal consultant providing technical guidance on business systems projects
• Maintains, develops, modifies, and documents programs according to general specifications and guidelines

Senior Programmer Analyst – FIS Banking

Financial Planning and Analysis

• 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 broker-dealer 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

Financial Advisor

• 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.
• 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 broker-dealer 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.

• Work with members of the Internal Audit Management Team in implementing the strategic objectives of the Internal Audit Department.
• Conduct audits of IT systems and processes to evaluate efficiency, effectiveness, and compliance with standards and regulations.
• Analyze and assess the effectiveness of IT controls and processes to safeguard sensitive information.
• Effectively leads and/or participates in the planning and performance of audit fieldwork for assigned areas.
• Assists in the development of audit staff on assigned reviews by providing feedback, reviewing work papers, drafting audit reports, and addressing problems.
• Effectively communicates risk-based findings to management both verbally and in writing.
• Develops partnerships with audit clients for assigned areas by understanding their goals and deliverables.

Senior Internal Auditor

Human Resources

• Provide consultation to assigned business unit leaders on human capital management strategies in support of business objectives.
• Support HR programs and processes within the assigned business unit including talent, performance, compensation, organization design and development, various assessments, and talent planning as well as other key initiatives.
• Serve as a liaison to the HR Centers of Expertise (COEs).
• Deliver value-added services to business unit management to identify and align the talent and business needs of their assigned business units.
• Partner with business unit management and HR COEs to provide expert consultation on talent management solutions including talent acquisition and development, succession planning, organizational design and development, workforce planning, compensation, performance management, and associate engagement in support of business objectives.
• Facilitate organizational change on complex change efforts.
• Advise on organizational structure to keep aligned with business demands.
• Facilitate the Non-Executive Talent Review to include succession planning in assigned business units.
• Partner closely with Talent Acquisition to ensure equity and progression of top talent.
• Provide consultation on compensation recommendations.

Senior HR Business Partner

Manager

• Leads and directs the long-term vision and strategy for Emerging Payment’s products and services, regularly communicating this strategy to all relevant participants and stakeholders.
• Consults regularly with other product management leadership teams, segment leaders, and technology service providers to understand their strategic plan, goals & business issues.
• Directs activities to drive results contained in the operating plan: achievement of growth objectives including penetration, activation, usage rates, revenue, profit and return on investment for related channels/categories of business and/or key customers.
• Directs data analysis efforts across various and disparate information sources and teams; including customer and product line system data sets, to develop financial, market, and trend analysis to be used by business line leadership in critical decision making.
• Optimizes business performance and intelligence through the design, build, and updating of KPI (Key Performance Indicators) and KRI (Key Risk Indicators) dashboards that provide meaningful insights into the results for campaigns, initiatives, or market benchmarking.
• Aligns with Product Development, Card Services Management, Customer Experience, and Risk Management to ensure consistency and continuity in business delivery and management.
• Responsible for managing and implementing marketing plans through research, strategic planning and implementation.
• Leads and provides oversight for creative process from concept, to design, sample production, testing, forecasting, costing, mass production, promotion, and support.
• Directs product managers, marketing, and bank partners to identify relationship build opportunities or generate customer acquisition leads that drive market awareness and support execution towards business revenue and profit goals.
• Assist with analyzing product and customer utilization to develop campaigns and tactics that will improve business performance through incremental purchases, card reactivation, rewards engagement, and balance transfers.
• Analyzes market opportunities, industry trends, and competitor pricing to acquire, retain and grow bank relationships.
• Develops new processes, services, products to meet changing market climate, maximize efficiencies, or mitigate risks for debit, credit, and/or ATM products directing detailed workflow analysis of each function as part of subsequent re-engineering efforts.
• Work with external vendors to obtain card program data and to assess partnerships and opportunities.

Manager, Emerging Payments Product Portfolio

• Assist members of the Internal Audit Team in implementing the strategic objectives of the Internal Audit Department by performing tests of the Company’s internal controls and processes.
• Perform internal audit procedures in accordance with the Institute of Internal Auditors standards.
• Contribute to the development and maintenance of risk-based audit programs, internal control questionnaires and permanent audit files.
• Develop partnerships with audit clients for assigned areas by maintaining an ongoing dialogue.
• Perform fieldwork to assess the effectiveness of internal controls and compliance to laws and regulations.
• Prepare audit working papers in appropriate formats that are concisely written and clearly demonstrate the work performed.
• Participate in special projects/reviews.
• Complete assigned audit fieldwork and other duties within expected timelines and budgets.

Internal Auditor

Sales

• Independently manages sales and support of merchant solutions and related value-added services for business clients.
• Drives new business development through active prospecting, cold calling, and partnership with internal and external referral sources.
• Contributes directly to portfolio revenue through recurring fee income generation and consultative selling.
• Markets and sells the bank’s full suite of merchant services and core banking products to existing and prospective clients.
• Partners with Retail, Business, and Commercial Banking teams to source referrals, develop proposals, and deliver presentations.
• Provides consultative support to clients and internal partners.

Merchant Services Sales Specialist

Analyst

• Partners with assigned business segment to provide actionable and decision-relevant business insights based on customer trends, market trends, customer behavior, voice of the customer, competitive assessment, and industry trends
• Provides analytical support and business level guidance in creation and distribution of enterprise business intelligence reporting
• Provides expert knowledge of current Informational Delivery Platform tools, methods, and best practices, and recommends and implements process improvements
• Supports detailed informational analytics support for current and future information reporting needs, distributed via electronically or paper-based, at various levels of the organization
• Develops deployment strategies utilizing efficient reporting processes and information retrieval/distribution
• Actively participates and provides subject matter expertise in the Informational Projects focusing on solving issues from the business point of view
• Consults regularly with assigned line of businesses to understand their strategic plan, goals, and business issues
• Consults with management team to identify and define strategic business issues/requirements for analysis
• Translates business issues into analyses and designs appropriate systems extracts, files, and reports to address the business issues
• Writes and presents recommendations based on analysis, providing insight, knowledge, and understanding of business, products, markets, and industry
• Acts as subject matter expert on customer data & integrations
• Works with a cross-functional marketing team to develop and execute a strategic marketing plan for the line of business and ensures value proposition relevancy and effectiveness
• Works with various information sources to develop appropriate strategic recommendations to leadership, including customer analysis, market analysis, competitive analysis, financial reports, product trend reports, and industry reports
• Continuously works towards improving the quality and relevance of information resources
• Collaborates with Business Intelligence Analysts to design reporting, analyses, and lists that are aligned with the strategy and goals of the lines of business
• Presents recommendations, analysis, reporting, and research findings to internal audiences by synthesizing complex data and concerts into easy to comprehend, comprehensive, and cohesive presentations
• Researches any trends, either positive or negative, in the loan and deposit portfolios, and researches the reason and implications of such changes(s)
• Assists in design of the business rules and strategy for Client and Relationship Management hub under the Informational approach
• Provides information and analysis that guides strategic thinking and supports decision making
• Provides business need validation in business intelligence development and release cycle, with intake and priority review, and communicates to business and end-user community
• Works with data management team to identify and document data gaps necessary for information requests and enhancements, and assists in validation once delivered.

Retail Operations Leader

Compliance Specialist

Lead, Information Technology Governance, Risk Compliance – IT Audit

Staff Internal Auditor

Data Architect

Test Automation Engineer

Senior Programmer Analyst – FIS Banking

Financial Advisor

Financial Advisor

Senior Internal Auditor

Senior HR Business Partner

Manager, Emerging Payments Product Portfolio

Internal Auditor

Merchant Services Sales Specialist

Business Information Analyst