Relationship Banker & Digital Solutions Expert

Hancock Whitney; Tampa (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

Hancock Whitney in Tampa, FL is seeking a customer-focused banking professional to build and retain client relationships through proactive outreach, needs assessments, and consultative conversations. You will educate clients on self-service and digital banking options, handle routine transactions, and help clients access services via mobile, online, or ATM channels.

The role includes greeting guests, referring opportunities to mortgage, business banking, or investments, and contributing to

Qualifications

• 1+ year of sales, client service, or retail experience.
• Prior banking experience preferred.
• Demonstrated ability to build and expand client relationships.
• Proficiency navigating multiple banking systems and digital tools.
• NMLS registration under the SAFE Act of 2008 required; background check.

Responsibilities

• Build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations.
• Serve as a trusted advisor to clients, matching financial products and services to meet their goals.
• Educate clients on self-service and digital banking solutions (mobile, online, ATMs) to ensure 24/7 account access.
• Process routine financial center transactions accurately and efficiently (deposits, withdrawals, loan payments).
• Greet clients, monitor lobby activity, and ensure a positive experience.
• Refer clients to mortgage, business banking, or investments for specialized needs.
• Develop and maintain a strong sales pipeline to achieve branch goals and growth.
• Uphold risk management, compliance, and security standards.

Skills

Sales experience

Client service

Retail experience

Banking systems proficiency

NMLS registration

Education

High school diploma or GED

Bachelor's degree preferred

Tools

CRM systems

Digital banking tools

Job description

Hancock Whitney in Tampa, FL is seeking a customer-focused banking professional to build and retain client relationships through proactive outreach, needs assessments, and consultative conversations. You will educate clients on self-service and digital banking options, handle routine transactions, and help clients access services via mobile, online, or ATM channels.

The role includes greeting guests, referring opportunities to mortgage, business banking, or investments, and contributing to