Client Relationship Banker

Hancock Whitney; Bradenton (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Hancock Whitney is seeking a driven professional to act as a Financial Center Associate in Florida. You will build client relationships, assess financial needs, and provide tailored product and service solutions while educating clients on digital banking options.

The role requires strong sales and service experience within a banking environment and a commitment to compliance. Responsibilities include managing a client pipeline, coordinating with partners, handling routine transactions, and

Qualifications

• High School diploma or GED required; Bachelor's degree preferred.
• 3+ years of sales and client service experience required; prior banking experience preferred.
• Proven ability to form, expand, and deepen client relationships.
• Working knowledge of applicable banking products, services, and regulations.
• Proficiency in banking systems, applications, and research tools.
• State Life Insurance license preferred.
• NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.

Responsibilities

• Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, and events.
• Conduct financial needs assessments to identify opportunities and provide tailored solutions.
• Refer clients to business partners and subject matter experts for specialized needs.
• Educate clients on self-service and digital banking options to ensure 24/7 access.
• Drive proactive sales conversations and manage a pipeline to meet sales goals.
• Leverage partnerships to acquire, expand, and retain relationships.
• Process deposits, withdrawals, loan payments, and other transactions.
• Manage the financial center lobby experience, greeting and guiding clients.
• Support risk management by following policies to ensure safety and compliance.
• Perform duties flexibly, including evenings, weekends, and occasional travel.

Skills

Relationship building

Sales experience

Customer service

Banking knowledge

Banking systems

Regulatory understanding

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Banking software

Research tools

Job description

Hancock Whitney is seeking a driven professional to act as a Financial Center Associate in Florida. You will build client relationships, assess financial needs, and provide tailored product and service solutions while educating clients on digital banking options.

The role requires strong sales and service experience within a banking environment and a commitment to compliance. Responsibilities include managing a client pipeline, coordinating with partners, handling routine transactions, and