Relationship Banker & Financial Solutions Expert

Hancock Whitney Corp.; Bradenton (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Hancock Whitney Corp. is seeking a skilled financial services professional to build lasting client relationships and drive branch sales in Bradenton, FL. You will conduct needs assessments and educate clients on digital banking while coordinating with partners to address complex financial needs.

Responsibilities include handling deposits, loans, and account servicing, while maintaining risk controls and a high level of customer service in a dynamic banking center environment.

Qualifications

• 3+ years of sales and client service experience.
• High School diploma or GED required; Bachelor’s degree preferred.
• NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.

Responsibilities

• Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, and community engagement.
• 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 sales goals.

Skills

Sales experience

Client service

Relationship building

Communication skills

Education

Bachelor's degree preferred

High School diploma or GED required

Tools

Banking systems

Research tools

Job description

Hancock Whitney Corp. is seeking a skilled financial services professional to build lasting client relationships and drive branch sales in Bradenton, FL. You will conduct needs assessments and educate clients on digital banking while coordinating with partners to address complex financial needs.

Responsibilities include handling deposits, loans, and account servicing, while maintaining risk controls and a high level of customer service in a dynamic banking center environment.