Client Relationship Banking Specialist

Hancock Whitney; Fort Walton Beach (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Hancock Whitney Bank in Fort Walton Beach, FL seeks a Relationship Banker to build and expand client relationships through in-person meetings, calls, and community events. You will assess financial needs and tailor product solutions while guiding clients to digital banking options for 24/7 access.

You will drive sales, manage a local pipeline, refer to partners as needed, and support risk management by following policies. Flexible hours including evenings and weekends may be required.

Qualifications

• Proven ability to form, expand, and deepen client relationships.
• Knowledge of banking products, services and regulations.
• Experience with sales and financial services delivery.
• NMLS registration and Life Insurance license preferred.

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.
• Proactively 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 assigned sales and business development goals.
• Leverage ecosystem partnerships and community centers of influence to acquire, expand, and retain relationships.
• Process routine and complex financial transactions, including deposits, withdrawals, loan payments, and account servicing.
• Actively manage the financial center lobby experience by engaging, greeting, and directing clients to appropriate resources.
• Support the Bank's risk management culture by making sound decisions, maintaining situational awareness, and following established policies to ensure operational and financial safety.
• Perform responsibilities flexibly based on the needs of the financial center, including evenings, weekends, and occasional travel as required.

Skills

Relationship building

Sales & referrals

Financial products knowledge

Regulatory compliance

Education

High School diploma or GED

Bachelor's degree preferred

State Life Insurance license preferred

NMLS registration (SAFE Act)

Tools

Banking systems

Research tools

Job description

Hancock Whitney Bank in Fort Walton Beach, FL seeks a Relationship Banker to build and expand client relationships through in-person meetings, calls, and community events. You will assess financial needs and tailor product solutions while guiding clients to digital banking options for 24/7 access.

You will drive sales, manage a local pipeline, refer to partners as needed, and support risk management by following policies. Flexible hours including evenings and weekends may be required.