Relationship Banker & Financial Solutions Specialist

Hancock Whitney; Florida; On-site; USD 45,000 - 65,000; Full time

Job summary

Hancock Whitney in Florida is seeking a results‑driven Financial Center professional to build and deepen client relationships, assess financial needs, and tailor product solutions. You will guide clients to digital banking options and help them navigate banking services with a focus on service excellence and sales growth.

The role requires strong banking knowledge, customer service skills, and compliance with regulatory requirements.

Qualifications

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

Responsibilities

• Build and maintain client relationships 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.
• Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.
• Drive proactive sales conversations and manage a pipeline of opportunities to achieve assigned sales and business development goals.
• Leverage ecosystem partnerships and community centers of influence to acquire, expand, and retain relationships.
• Process routine and complex financial transactions, including deposits, withdrawals, loan payments, and account servicing.
• Actively manage the financial center lobby experience by engaging, greeting, and directing clients to appropriate resources.
• Support the Bank’s risk management culture by making sound decisions, maintaining situational awareness, and following established policies to ensure operational and financial safety.
• Perform responsibilities flexibly based on the needs of the financial center, including evenings, weekends, and occasional travel as required.

Skills

Client relationships

Sales experience

Customer service

Banking knowledge

NMLS license

Education

High School diploma or GED

Bachelor's degree preferred

Bachelor's + 2 years cash handling / retail

Tools

Banking systems

Research tools

Job description

Hancock Whitney in Florida is seeking a results‑driven Financial Center professional to build and deepen client relationships, assess financial needs, and tailor product solutions. You will guide clients to digital banking options and help them navigate banking services with a focus on service excellence and sales growth.

The role requires strong banking knowledge, customer service skills, and compliance with regulatory requirements.