Relationship Banking Specialist

Hancock Whitney

Destin (FL)

On-site

USD 38,000 - 62,000

Full time

12 days ago

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Job summary

Hancock Whitney in the Destin, FL area seeks a Universal Banker to acquire, manage, and retain relationships through a consultative sales approach. You will proactively identify client needs, educate on digital channels, and tailor product solutions within a financial center setting.

The role emphasizes exemplary client service, collaboration with partners, and adherence to regulatory requirements. Weekend hours and occasional travel may be required to support center operations.

Qualifications

  • Excellent communication skills both in person and over the phone.
  • Sales and client service experience in a professional environment preferred.
  • NMLS registration and compliance requirements.
  • Ability to learn multiple banking systems and applications.
  • Willingness to work weekend hours and travel if needed.

Responsibilities

  • Manage existing clients and prospects through meetings and calls to build lasting relationships.
  • Educate clients on digital self-service channels and convenient access options.
  • Refer clients to specialists to meet advanced financial needs.
  • Apply product knowledge to resolve client issues and improve satisfaction.
  • Process routine and complex transactions for Financial Center clients.
  • Drive proactive sales conversations and build a strong sales pipeline.
  • Engage in community partnerships to expand and retain relationships.
  • Assist in lobby management and client flow within the financial center.

Skills

Communication
Sales
Customer Service
NMLS Registration
Banking Systems

Education

High School Diploma or GED
Bachelor's degree preferred

Tools

Banking software

Job description

Hancock Whitney in the Destin, FL area seeks a Universal Banker to acquire, manage, and retain relationships through a consultative sales approach. You will proactively identify client needs, educate on digital channels, and tailor product solutions within a financial center setting.

The role emphasizes exemplary client service, collaboration with partners, and adherence to regulatory requirements. Weekend hours and occasional travel may be required to support center operations.

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