Relationship Banker & Financial Advisory

Hancock Whitney; Elmwood (WI); On-site; USD 52,000 - 66,000; Full time

Job summary

Hancock Whitney is seeking a results-driven Financial Center Associate to grow and manage client relationships, educate customers on digital banking, and process routine banking transactions with accuracy. The role emphasizes compliance, risk management, and community engagement.

The ideal candidate will have 1+ year in sales or service, in banking or retail, and a high school diploma with preference for a bachelor’s degree. NMLS registration is required upon hire.

Qualifications

• High school diploma or GED required; Bachelor’s degree preferred.
• 1+ year of sales, client service, or retail experience required; prior banking experience preferred.
• Will also consider a Bachelor’s degree plus cash handling and customer service experience in retail/financial services.
• 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; employment contingent upon successful registration and background check.

Responsibilities

• Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations.
• Serve as a trusted advisor to clients, matching financial products and services to meet their goals.
• Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.
• Process routine financial center transactions accurately and efficiently, including deposits, withdrawals, and loan payments.
• Manage lobby activity by greeting and directing clients, monitoring risk, and ensuring a positive client experience.
• Identify and refer clients to internal partners for specialized financial needs.
• Develop and maintain a strong sales pipeline to achieve assigned goals and contribute to branch growth.
• Uphold all risk management, compliance, and security standards, maintaining operational and financial soundness.
• Participate in community outreach and business development activities to expand the client base.
• Maintain awareness of surroundings, client behavior, and potential risk indicators to ensure a safe environment.

Skills

Client relationship building

Sales experience

Digital banking tools

Customer service

Cash handling

Education

High school diploma or GED

Bachelor’s degree preferred

NMLS registration under SAFE Act required

Tools

Banking systems

Job description

Hancock Whitney is seeking a results-driven Financial Center Associate to grow and manage client relationships, educate customers on digital banking, and process routine banking transactions with accuracy. The role emphasizes compliance, risk management, and community engagement.

The ideal candidate will have 1+ year in sales or service, in banking or retail, and a high school diploma with preference for a bachelor’s degree. NMLS registration is required upon hire.