Relationship Banking Specialist

Hancock Whitney

Baton Rouge (LA)

On-site

USD 42,000 - 64,000

Full time

7 days ago
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Job summary

Hancock Whitney is seeking a Personal Banker to acquire, manage, and retain meaningful client relationships through a consultative sales and service approach. You will proactively fulfill clients' financial needs by identifying opportunities and guiding them to appropriate products and services.

The role involves educating clients on digital channels, handling deposits and loan payments, and collaborating with partners to address specialized financial needs.

Qualifications

  • High School Diploma or general education degree (GED) is required.
  • Bachelor's degree preferred.
  • 3 years of sales and client service experience in a professional environment; prior banking experience highly preferred or Bachelor's degree and 2 years cash handling and customer service experience in retail or a financial institution.

Responsibilities

  • Acquire, manage and retain client relationships using a consultative sales and service approach.
  • Educate clients on digital self-service options and access channels (mobile, online, ATM).
  • Refer clients to partners for specialized financial needs.
  • Process routine and complex transactions for Financial Center clients (deposits, withdrawals, loan payments).
  • Drive proactive sales conversations to build a strong appointment pipeline.

Skills

Sales & client relationships
Consultative selling
Customer service

Education

GED or high school diploma
Bachelor's degree preferred

Tools

Job description

Hancock Whitney is seeking a Personal Banker to acquire, manage, and retain meaningful client relationships through a consultative sales and service approach. You will proactively fulfill clients' financial needs by identifying opportunities and guiding them to appropriate products and services.

The role involves educating clients on digital channels, handling deposits and loan payments, and collaborating with partners to address specialized financial needs.

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