Relationship Banker: Grow Clients with Digital Solutions

Hancock Whitney; United States; On-site; USD 42,000 - 56,000; Full time

Job summary

Hancock Whitney is seeking a Universal Banker to cultivate relationships and provide consultative financial solutions in a fast-paced environment. You will meet clients in person or by phone, assess needs, present products, and refer to specialists as needed.

The role emphasizes proactive sales, customer service, and accurate processing of deposits and loan payments. The ideal candidate has 1 year of sales or client service experience, excels in communication, and can learn various banking

Qualifications

• High School Diploma or GED is required.
• Bachelor’s degree preferred.
• 1 year sales and client service experience in a professional environment; prior banking experience highly preferred or Bachelor’s degree and cash handling and customer service experience.
• Proven ability to form and expand client relationships.
• Ability to learn and navigate multiple banking systems and applications.

Responsibilities

• Manages existing clients and prospects by meeting with them to build and maintain relationships.
• Proactively educates clients on self-service options and digital channels.
• Refers clients to other business partners for specialized needs.
• Applies product knowledge to solve client problems and enhance experience.
• Processes deposits, withdrawals, and loan payments for Financial Center clients.
• Drives proactive sales conversations to build a strong pipeline of appointments and sales goals.
• Leverages ecosystem partnerships to acquire, expand and retain relationships.
• Greet and direct client lobby traffic and assist in lobby management.

Skills

Communication skills

Relationship building

Sales & cross-selling

Customer service

Learning banking systems

Education

High School Diploma or GED

Bachelor’s degree preferred

NMLS registration

Tools

Banking systems navigation

Job description

Hancock Whitney is seeking a Universal Banker to cultivate relationships and provide consultative financial solutions in a fast-paced environment. You will meet clients in person or by phone, assess needs, present products, and refer to specialists as needed.

The role emphasizes proactive sales, customer service, and accurate processing of deposits and loan payments. The ideal candidate has 1 year of sales or client service experience, excels in communication, and can learn various banking