Banking Relationship Advisor & Growth Catalyst

Hancock Whitney; Saraland (AL); On-site; USD 38,000 - 52,000; Full time

Job summary

Hancock Whitney is seeking a Financial Center Sales & Service Associate to build and retain client relationships, assess needs, and consult with clients to tailor banking solutions. You will educate clients on digital banking, process routine transactions, and support lobby activities to ensure a superior customer experience.

You will identify opportunities to refer clients to mortgage, business banking, and investments teams while upholding risk and compliance standards and contributing to

Qualifications

• High school diploma or GED is required; Bachelor's degree is preferred.
• Experience in sales, client service, or retail is required; banking experience is preferred.
• Proficiency with multiple banking systems and digital tools is required.
• Must obtain NMLS registration under the SAFE Act before employment.

Responsibilities

• Build, manage, and retain client relationships through proactive outreach and needs assessments.
• Serve as trusted advisor, matching financial products to client goals.
• Educate clients on self-service and digital banking to ensure 24/7 access.
• Process routine financial center transactions accurately and efficiently.
• Manage lobby activity, greet clients, and maintain a positive experience.
• Refer clients to internal partners for specialized needs.
• Develop and maintain a strong sales pipeline to drive branch growth.
• Uphold risk, compliance, and security standards in daily operations.
• Participate in community outreach and business development activities.
• Maintain awareness of surroundings and potential risk indicators.

Skills

Sales experience

Client service

Banking systems

Digital banking tools

Education

High school diploma or GED

Bachelor's degree preferred

NMLS registration under SAFE Act

Job description

Hancock Whitney is seeking a Financial Center Sales & Service Associate to build and retain client relationships, assess needs, and consult with clients to tailor banking solutions. You will educate clients on digital banking, process routine transactions, and support lobby activities to ensure a superior customer experience.

You will identify opportunities to refer clients to mortgage, business banking, and investments teams while upholding risk and compliance standards and contributing to