Relationship Banker & Financial Solutions Advisor

Hancock Whitney; Santa Rosa Beach (FL); Presencial; USD 38.000 - 52.000; Jornada completa

Descripción de la vacante

Hancock Whitney in Florida is seeking a Universal Banker to acquire, manage and retain meaningful client relationships using a consultative sales and service approach to proactively fulfill financial needs.

The role involves meeting with clients in person or by phone, educating them on digital channels, processing transactions, and collaborating with partners to tailor solutions. A background in sales, customer service, and banking systems is preferred, with NMLS registration required.

Formación

• High School Diploma or GED required.
• Bachelor's degree preferred.
• 1 year sales and client service experience in a professional environment; prior banking experience highly preferred.
• Proven ability to form and expand client relationships.
• Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information.
• NMLS registration under the SAFE Act of 2008 is required.

Responsabilidades

• Manage existing clients and prospects by meeting with them to build strong, lasting relationships and tailor product solutions.
• Educate clients on digital channels and self-service options, including mobile, online and ATM.
• Refer clients to partners for specialized financial needs.
• Apply product knowledge to solve client problems and enhance the client experience.
• Process routine and complex transactions for Financial Center clients (deposits, withdrawals, loan payments).
• Drive proactive sales conversations and build a strong appointment pipeline to meet sales goals.

Conocimientos

Sales

Client service

Banking systems

NMLS

Educación

High School Diploma or GED

Bachelor's degree preferred

Herramientas

Banking software

Descripción del empleo

Hancock Whitney in Florida is seeking a Universal Banker to acquire, manage and retain meaningful client relationships using a consultative sales and service approach to proactively fulfill financial needs.

The role involves meeting with clients in person or by phone, educating them on digital channels, processing transactions, and collaborating with partners to tailor solutions. A background in sales, customer service, and banking systems is preferred, with NMLS registration required.