Relationship Banker & Financial Solutions Advisor

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

Job summary

Hancock Whitney in Tampa, FL seeks a sales-focused financial center professional to build and maintain relationships with clients and prospects through in-person meetings, outreach, and community events while assessing needs and offering tailored financial solutions. You will educate clients on self-service and digital banking, drive sales pipelines to meet targets, and collaborate with partners.

The role requires 3+ years in sales and client service, banking knowledge, and NMLS registration

Qualifications

• 3+ years of sales and client service experience required; banking experience preferred.
• Bachelor's degree plus 2 years cash-handling, customer service, and retail experience also considered.
• Proven ability to form, expand, and deepen client relationships.

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 ecosystem partnerships to acquire, expand, and retain relationships.
• Process routine and complex financial transactions, including deposits and loan payments.
• Manage the financial center lobby experience by greeting and directing clients.
• Support risk management by following policies to ensure safety.
• Work hours including evenings, weekends, and occasional travel.

Skills

Sales

Client service

Relationship building

Communication

Education

High School diploma or GED

Bachelor's degree preferred

Tools

Banking software

Research tools

Job description

Hancock Whitney in Tampa, FL seeks a sales-focused financial center professional to build and maintain relationships with clients and prospects through in-person meetings, outreach, and community events while assessing needs and offering tailored financial solutions. You will educate clients on self-service and digital banking, drive sales pipelines to meet targets, and collaborate with partners.

The role requires 3+ years in sales and client service, banking knowledge, and NMLS registration