Client Banking Advisor: Grow Relationships & Digital Solutions

Hancock Whitney

Mobile (AL)

On-site

USD 32,000 - 52,000

Full time

4 days ago

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Job summary

Hancock Whitney in Mobile, AL is seeking a customer-focused professional to build and retain client relationships, matching financial products to client goals. You will educate customers on digital banking options and process routine transactions with accuracy while helping to expand the branch's sales pipeline.

The role requires a high school diploma or GED (bachelor’s preferred), 1+ year in sales or service (banking preferred), and NMLS registration.

Qualifications

High school diploma or GED; bachelor’s degree preferred.
1+ year in sales, client service, or retail; banking preferred.
NMLS registration under the SAFE Act required.
Demonstrated ability to build and expand client relationships.
Proficiency navigating multiple banking systems and digital tools.

Responsibilities

Build, manage, and retain client relationships through proactive outreach.
Advise clients on financial products to meet goals.
Educate clients on digital banking and 24/7 access.
Process routine financial transactions accurately (deposits, withdrawals, loan payments).
Greet clients and manage lobby activities with a focus on safety and service.
Refer clients to internal partners for specialized needs.
Develop a strong sales pipeline to drive branch growth.
Uphold risk management, compliance, and security standards.
Participate in community outreach and business development.
Maintain awareness of surroundings to ensure safety.