Relationship-Driven Banking Advisor

Hancock Whitney; Town of Mansfield (NY); On-site; USD 38,000 - 52,000; Full time

Job summary

Hancock Whitney in Mansfield, NY is seeking a Financial Center Banker to build and retain client relationships through proactive outreach and consultative sales, matching banking products to client goals and guiding them to digital self-service options.

You will process routine transactions, support lobby activities, and collaborate with internal partners to address financial needs, while upholding risk, compliance, and security standards.

Qualifications

• Ability to build and expand client relationships
• Proficiency navigating multiple banking systems and digital tools
• NMLS registration under the SAFE Act of 2008 required; background check and registration

Responsibilities

• Build, manage, and retain client relationships through proactive outreach and consultative sales conversations
• Advise clients on financial products and services to meet their goals
• Educate clients on self-service and digital banking solutions for 24/7 access
• Process routine transactions accurately (deposits, withdrawals, loan payments)
• Manage lobby activity and maintain a positive client experience
• Refer clients to internal partners for specialized needs
• Develop a strong sales pipeline to achieve branch goals
• Uphold risk, compliance, and security standards
• Participate in community outreach and business development
• Maintain awareness of surroundings and potential risk indicators

Skills

Client relationship building

Sales aptitude

Digital banking tools

Customer service

Education

High school diploma or GED

Bachelor’s degree preferred

NMLS registration (SAFE Act)

Tools

Banking systems software

Digital banking platforms

Job description

Hancock Whitney in Mansfield, NY is seeking a Financial Center Banker to build and retain client relationships through proactive outreach and consultative sales, matching banking products to client goals and guiding them to digital self-service options.

You will process routine transactions, support lobby activities, and collaborate with internal partners to address financial needs, while upholding risk, compliance, and security standards.