Relationship Banker: Grow Clients & Digital Solutions

Hancock Whitney; Crestview (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Hancock Whitney in Crestview, FL is seeking a licensed financial professional to grow client relationships, assess needs, and tailor product solutions within our community banking team.

The role requires 3+ years in sales or client service, a high school diploma or GED (Bachelor’s preferred), and compliance with banking regulations. You will work evenings and weekends and may travel to meet clients.

Qualifications

• High School diploma or GED required; Bachelor’s degree preferred.
• 3+ years of sales and client service experience required; prior banking experience preferred.
• Bachelor’s degree plus 2 years of cash-handling, customer service, and retail experience considered.
• Proven ability to form, expand, and deepen client relationships.
• Working knowledge of applicable banking products, services, and regulations.
• Proficiency in banking systems, applications, and research tools.
• State Life Insurance license 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, 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 & service

Banking products & regulations

Banking systems & tools

NMLS licensing/registration

Education

High School diploma or GED

Bachelor’s degree preferred

Tools

Banking software

Job description

Hancock Whitney in Crestview, FL is seeking a licensed financial professional to grow client relationships, assess needs, and tailor product solutions within our community banking team.

The role requires 3+ years in sales or client service, a high school diploma or GED (Bachelor’s preferred), and compliance with banking regulations. You will work evenings and weekends and may travel to meet clients.