Relationship Banking Specialist

Hancock Whitney; Covington (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Hancock Whitney in Covington, FL seeks a Universal Banker to acquire, manage and retain client relationships using a consultative approach. You will help clients with banking needs, promote digital solutions, and coordinate with partners to expand financial services.

The role requires building trust with customers, handling deposits and loan interactions, and supporting daily center operations, including weekends. Training and regulatory compliance are essential.

Qualifications

• High School Diploma or GED required
• Bachelor's degree preferred
• 1 year sales and client service experience in a professional environment; prior banking experience highly preferred or Bachelor's degree and cash handling and customer service experience in retail or financial institution
• Proven ability to form and expand client relationships
• Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information
• NMLS registration required under SAFE Act of 2008
• Employment is contingent upon background checks and registration requirements

Responsibilities

• Manages existing clients and prospects by meeting with them to build and maintain relationships
• Tailor product solutions to meet clients' financial needs
• Educates clients on digital channels and self-service options
• Refers clients to partners for specialized needs
• Processes routine and complex transactions for Financial Center clients
• Drives proactive sales conversations and builds a strong appointment pipeline
• Leverages ecosystem partnerships to grow relationships
• Assists in lobby management and client flow
• Supports risk management and regulatory compliance

Skills

Relationship management

Sales experience

Customer service

Communication skills

Multi-tasking

NMLS knowledge / willingness to obtain

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Banking systems experience

Job description

Hancock Whitney in Covington, FL seeks a Universal Banker to acquire, manage and retain client relationships using a consultative approach. You will help clients with banking needs, promote digital solutions, and coordinate with partners to expand financial services.

The role requires building trust with customers, handling deposits and loan interactions, and supporting daily center operations, including weekends. Training and regulatory compliance are essential.