Relationship Banker & Financial Solutions Pro

Hancock Whitney; Zachary (LA); On-site; USD 42,000 - 64,000; Full time

Job summary

Hancock Whitney is seeking a proactive Financial Center Sales Specialist in Zachary, LA to build and deepen client relationships, conduct needs assessments, and tailor product solutions. You will meet clients in person and by phone, educate them on digital banking options, and refer complex cases to experts for resolution.

The role emphasizes proactive sales, pipeline management, compliance with regulations, and delivering exceptional service while supporting extended hours, weekends, and

Qualifications

• 3+ years of sales and client service experience.
• Prior banking experience preferred.
• NMLS registration under the SAFE Act required; background check.
• State Life Insurance license preferred.
• Will consider a Bachelor's degree plus 2 years of cash-handling and retail experience.

Responsibilities

• Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, 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.
• Leverage ecosystem partnerships to acquire, expand, and retain relationships.

Skills

Sales experience

Client service

Banking knowledge

Regulatory compliance

Education

High School diploma or GED

Bachelor's degree preferred

Tools

Banking systems

Research tools

Job description

Hancock Whitney is seeking a proactive Financial Center Sales Specialist in Zachary, LA to build and deepen client relationships, conduct needs assessments, and tailor product solutions. You will meet clients in person and by phone, educate them on digital banking options, and refer complex cases to experts for resolution.

The role emphasizes proactive sales, pipeline management, compliance with regulations, and delivering exceptional service while supporting extended hours, weekends, and