Client Banking Specialist

Hancock Whitney; Panama City (FL); On-site; USD 29,000 - 42,000; Full time

Job summary

Hancock Whitney is seeking a customer-focused Teller/Client Services associate to deliver accurate, efficient banking services. The role involves handling deposits, withdrawals, and various transactions while educating clients on digital banking options.

You will upsell referrals and support lobby operations, balancing cash and adhering to security standards. Responsibilities include building client relationships, responding to service inquiries, and promoting self‑service adoption.

Qualifications

• 6 months of cash-handling, retail, or teller experience required.
• Previous sales and referral experience strongly preferred.
• Must comply with all applicable banking laws and regulations, including the Bank Secrecy Act.
• High School diploma or GED required.

Responsibilities

• Deliver exceptional client interactions that emphasize accuracy, speed, problem resolution, risk mitigation, and personalized engagement.
• Handle client transactional needs, including deposits, withdrawals, check cashing, credit card advances, money orders, negotiable items, and loan payments.
• Respond to client servicing requests such as account maintenance and service charge inquiries, applying product and procedural knowledge to resolve issues quickly and effectively.
• Build, maintain, and grow client relationships through high-quality, personalized interactions, both in-person and via outbound phone calls.
• Educate clients on digital solutions (mobile, online, and ATM banking) to promote convenience and self-service adoption.
• Refer clients to internal business partners as financial needs are identified.
• Support financial center operations, including opening/closing procedures, vault management, night depository, cash drawer setup, workstation preparation, and balancing.
• Assist in managing operational loss through fraud detection, hold placement, seeking supervisory overrides as needed, and maintaining superior balancing standards.
• Uphold all risk management, compliance, and security standards, maintaining operational and financial soundness.
• Uphold professionalism standards, including appearance, demeanor, and workstation organization.
• Actively manage the lobby by greeting, engaging, and directing client traffic.
• Perform research, special projects, and other duties as assigned by management.

Skills

Cash-handling

Retail experience

Teller experience

Sales and referrals

Regulatory compliance

Education

High School diploma or GED

Job description

Hancock Whitney is seeking a customer-focused Teller/Client Services associate to deliver accurate, efficient banking services. The role involves handling deposits, withdrawals, and various transactions while educating clients on digital banking options.

You will upsell referrals and support lobby operations, balancing cash and adhering to security standards. Responsibilities include building client relationships, responding to service inquiries, and promoting self‑service adoption.