Relationship Banker & Growth Advisor

Hancock Whitney; Pace (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Hancock Whitney in Pace, FL is seeking a customer-focused financial center professional to build and grow client relationships through in-person meetings, calls, community events, and education sessions. You will assess needs and tailor product and service solutions.

You will guide clients to digital banking options, refer to specialists, manage a sales pipeline to meet goals, process transactions, and support risk management while working flexible hours including weekends.

Qualifications

• High School diploma or GED; Bachelor's degree preferred.
• Experience in sales and client service within banking is beneficial.
• Knowledge of banking products, services, and regulations.

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

Relationship building

Sales

Customer service

Financial knowledge

Communication

Education

High School diploma or GED

Bachelor's degree preferred

Job description

Hancock Whitney in Pace, FL is seeking a customer-focused financial center professional to build and grow client relationships through in-person meetings, calls, community events, and education sessions. You will assess needs and tailor product and service solutions.

You will guide clients to digital banking options, refer to specialists, manage a sales pipeline to meet goals, process transactions, and support risk management while working flexible hours including weekends.