Relationship-Driven Banking Advisor

Hancock Whitney; New Orleans (LA); Sur place; USD 42 000 - 52 000; Plein temps

Résumé du poste

Hancock Whitney seeks a Universal Banker to acquire, manage, and retain client relationships through a consultative sales and service approach. You will work in a financial center, meeting clients in person and by phone, guiding them on digital solutions and cross-selling banking products.

The role requires strong communication, client service, and sales skills, with a focus on risk awareness and regulatory compliance. Weekend hours and travel may be required based on center needs.

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.
• NMLS registration under the SAFE Act required.
• Employment is contingent upon background checks and regulatory requirements.

Responsabilités

• Manages existing clients and prospects by meeting with them to build strong relationships.
• Educates clients on digital channels and self-service options (mobile, online, ATM).
• Refers clients to specialists for advanced needs.
• Applies product and procedural knowledge to resolve client issues.
• Processes routine and complex transactions for Financial Center clients.
• Engages in client and/or prospect management activities to grow pipeline.
• Drives proactive sales conversations and identifies opportunities to meet sales goals.
• Leverages partnerships to acquire, expand and retain relationships.
• Supports lobby management and maintains customer flow in the financial center.
• Performs duties as required by the center and adheres to risk management practices.

Connaissances

Sales

Client service

Communication

Relationship building

Teamwork

Formation

High School Diploma or GED

Bachelor's degree preferred

Description du poste

Hancock Whitney seeks a Universal Banker to acquire, manage, and retain client relationships through a consultative sales and service approach. You will work in a financial center, meeting clients in person and by phone, guiding them on digital solutions and cross-selling banking products.

The role requires strong communication, client service, and sales skills, with a focus on risk awareness and regulatory compliance. Weekend hours and travel may be required based on center needs.