Relationship Banking Advisor

Hancock Whitney Corp.; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Hancock Whitney Corp. in San Antonio seeks a Bank Relationship Manager to build client relationships through meetings, calls, and community events. You will conduct needs assessments and tailor financial solutions while promoting digital banking options.

Refer clients to experts, manage a sales pipeline to meet goals, and collaborate with partners to expand relationships. Must have 3+ years in sales/service; NMLS registration and Life Insurance license preferred; travel may be required.

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; state Life Insurance license preferred.

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.
• 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 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 and directing clients.
• Support risk management by following policies to ensure operational and financial safety.
• Perform responsibilities flexibly including evenings, weekends, and travel as required.

Skills

Relationship building

Sales experience

Customer service

Prospecting

Education

High School diploma or GED

Bachelor’s degree preferred

Tools

Banking systems

Research tools

Job description

Hancock Whitney Corp. in San Antonio seeks a Bank Relationship Manager to build client relationships through meetings, calls, and community events. You will conduct needs assessments and tailor financial solutions while promoting digital banking options.

Refer clients to experts, manage a sales pipeline to meet goals, and collaborate with partners to expand relationships. Must have 3+ years in sales/service; NMLS registration and Life Insurance license preferred; travel may be required.