Relationship Banker & Financial Solutions Partner

Hancock Whitney; Pensacola (FL); On-site; USD 34,000 - 52,000; Full time

Job summary

Hancock Whitney in Pensacola, FL seeks a Universal Banker to build and retain client relationships through a consultative sales and service approach that proactively fulfills financial needs. You will work with clients in person or by phone, guiding them to digital channels for 24/7 access and educating them on product solutions.

You will refer clients to specialists, process transactions, and manage a sales pipeline to meet goals while adhering to risk and regulatory standards.

Qualifications

• High School Diploma or GED required; bachelor's preferred.
• Proven ability to form and expand client relationships.
• Experience in sales or client service in a professional environment.
• Ability to learn and navigate banking systems and applications.
• NMLS registration under the SAFE Act may be required.

Responsibilities

• Manage existing clients and prospects in person or by phone to build relationships.
• Educate clients on digital channels and self-service options.
• Refer clients to specialists for complex financial needs.
• Process deposits, withdrawals, and loan payments accurately.
• Drive sales conversations and maintain a healthy pipeline of appointments.

Skills

Client relationships

Sales experience

Excellent communication

Team player

Regulatory awareness

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Banking systems

Search tools

Job description

Hancock Whitney in Pensacola, FL seeks a Universal Banker to build and retain client relationships through a consultative sales and service approach that proactively fulfills financial needs. You will work with clients in person or by phone, guiding them to digital channels for 24/7 access and educating them on product solutions.

You will refer clients to specialists, process transactions, and manage a sales pipeline to meet goals while adhering to risk and regulatory standards.