Relationship Banking Pro: Growth, Advisory & Digital Access

Hancock Whitney; Crestview (KY); On-site; USD 42,000 - 68,000; Full time

Job summary

Hancock Whitney is seeking a Financial Center Sales Associate to build client relationships, assess financial needs, and tailor solutions while guiding customers through digital banking channels for 24/7 access. The role supports proactive sales and requires adaptability to evenings, weekends, and travel as needed.

Candidates should have 3+ years in sales/service, with banking knowledge and NMLS/Safe Act familiarity. Bachelor’s degree preferred and regulatory compliance awareness is essential.

Qualifications

• High school diploma or GED required; Bachelor’s degree preferred.
• 3+ years of sales and client service experience; banking experience preferred.
• Bachelor’s degree plus 2 years cash-handling and retail experience considered.
• Proven ability to form, expand, and deepen client relationships.
• Working knowledge of 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; background check.

Responsibilities

• Build and maintain client relationships 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 (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 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

Sales experience

Client relationship mgmt

Customer service

Financial needs assessments

Banking product knowledge

Banking systems proficiency

NMLS licensing

Education

High School diploma or GED

Bachelor’s degree preferred

Tools

CRM software

Banking software

Job description

Hancock Whitney is seeking a Financial Center Sales Associate to build client relationships, assess financial needs, and tailor solutions while guiding customers through digital banking channels for 24/7 access. The role supports proactive sales and requires adaptability to evenings, weekends, and travel as needed.

Candidates should have 3+ years in sales/service, with banking knowledge and NMLS/Safe Act familiarity. Bachelor’s degree preferred and regulatory compliance awareness is essential.