Client Relationship Banker — Solutions & Growth

Hancock Whitney Corp.; Crestview (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

Hancock Whitney Corp. seeks a customer-focused Banking Associate to build relationships, conduct financial needs assessments, and tailor product solutions at a Florida financial center.

You will educate clients on digital banking, manage a sales pipeline, and refer complex needs to partners while supporting risk controls. The role requires 3+ years in sales/client service, banking experience preferred, and an active NMLS registration.

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.
• NMLS registration under the SAFE Act required; employment contingent upon successful registration and background check.

Responsibilities

• Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events.
• Conduct financial needs assessments to identify opportunities and provide tailored product and service solutions.
• Refer clients to business partners and subject matter experts to address specialized financial needs.
• Educate clients on self-service and digital banking options to ensure 24/7 account access.
• Drive proactive sales conversations and manage a pipeline of opportunities to achieve sales goals.
• Leverage partnerships to acquire, expand, and retain relationships.
• Process routine and complex financial transactions and assist with account servicing.
• Support the branch’s risk management culture by following policies and ensuring safety.
• Flexibility to work evenings, weekends, and travel as required.

Skills

Sales experience

Client relationships

Banking product knowledge

Banking systems proficiency

Communication skills

Education

High School diploma or GED

Bachelor’s degree preferred

NMLS registration under SAFE Act

State Life Insurance license preferred

Tools

CRM systems

Job description

Hancock Whitney Corp. seeks a customer-focused Banking Associate to build relationships, conduct financial needs assessments, and tailor product solutions at a Florida financial center.

You will educate clients on digital banking, manage a sales pipeline, and refer complex needs to partners while supporting risk controls. The role requires 3+ years in sales/client service, banking experience preferred, and an active NMLS registration.