Relationship Banking Advisor – Career Growth

FinanceInfos

Gulfport (MS)

On-site

USD 32,000 - 52,000

Full time

14 days+

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Benefits offered by this job

Career Development
Health/Wellness
Life/Disability Insurance
Retirement Program
Supplemental Benefits
Time Off and Leave

Job summary

Hancock Whitney Bank is seeking a Floating Universal Banker in Gulfport, MS. This role focuses on acquiring, managing, and retaining client relationships through consultative sales and service, tailoring financial solutions to need.

The position requires 1 year of sales/client service experience, with banking background preferred and a willingness to work in a fast-paced banking center. The candidate will educate clients on digital channels, manage lobby traffic, and build a strong pipeline of

Qualifications

  • 1 year of sales and client service experience; banking experience preferred
  • Bachelor’s degree with cash handling and customer service experience in retail or financial institution
  • Proven ability to form and expand client relationships

Responsibilities

  • Applies product and procedural knowledge to solve client problems and enhance the client experience.
  • Assists in the responsibility of managing the lobby by actively engaging, greeting, and directing client lobby traffic.
  • Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
  • Engages in client or prospect management activities.
  • Ensures operational and financial safety and soundness. Maintain awareness of the environment, the situation, and the client. Leverages Lobby Management as a tool for managing client interactions and risk.
  • Leverages ecosystem partnerships as well as community centers of influence to acquire, expand, and retain relationships.
  • Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs, and tailor product solutions to meet the client’s overall financial needs. This activity may be in the financial center, outbound calling, visiting businesses, or conducting educational seminars.
  • Proactively educates clients on alternate delivery methods and channels that make clients’ lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online, and ATM options, to access their accounts 24 hours a day/7 day a week.
  • Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
  • Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
  • Supports the Bank’s strong risk management culture through awareness, knowledge, and sound decision-making.
  • Will be asked to perform the duties of the role based upon the needs of the financial center.

Skills

Excellent communication
Relationship building
Customer service
Sales skills

Education

High School Diploma or GED
Bachelor’s Degree

Job description

Hancock Whitney Bank is seeking a Floating Universal Banker in Gulfport, MS. This role focuses on acquiring, managing, and retaining client relationships through consultative sales and service, tailoring financial solutions to need.

The position requires 1 year of sales/client service experience, with banking background preferred and a willingness to work in a fast-paced banking center. The candidate will educate clients on digital channels, manage lobby traffic, and build a strong pipeline of

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