Relationship-Driven Financial Solutions Specialist

Hancock Whitney; Louisiana (MO); On-site; USD 40,000 - 65,000; Full time

Job summary

Hancock Whitney seeks a Financial Center professional to build and deepen client relationships, conduct needs assessments, and provide tailored product and service solutions including deposits, loans, and digital banking options. You will coordinate with partners to address specialized needs while promoting security and regulatory compliance.

The role emphasizes educating clients on self-service tools, maintaining a strong sales pipeline, and representing the bank during evenings, weekends, and

Qualifications

• High School diploma or GED; Bachelor’s preferred.
• 3+ years of sales and client service experience; banking experience preferred.
• Ability to form, expand, and deepen client relationships.
• Working knowledge of banking products, services, and regulations.
• Proficiency in banking systems, applications, and research tools.
• State Life Insurance license preferred.
• NMLS registration under the SAFE Act required; background check.

Responsibilities

• Build and maintain relationships with clients through in-person meetings, phone outreach, outbound calling, community engagement, and educational events.
• Conduct financial needs assessments to identify opportunities and provide tailored product and service solutions.
• Refer clients to business partners and subject matter experts to address specialized financial needs.
• Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies).
• Drive proactive sales conversations and manage a pipeline of opportunities to achieve assigned sales and business development goals.
• Leverage ecosystem partnerships to acquire, expand, and retain relationships.
• Process routine and complex financial transactions, including deposits, withdrawals, loan payments, and account servicing.
• Actively manage the financial center lobby experience by engaging, greeting, and directing clients to resources.
• Support risk management culture by following policies to ensure safety.
• Perform responsibilities flexibly based on the needs of the financial center, including evenings, weekends, and occasional travel.

Skills

Sales experience

Client relations

Education

High School diploma or GED

Bachelor’s degree preferred

Tools

Banking systems

Research tools

Job description

Hancock Whitney seeks a Financial Center professional to build and deepen client relationships, conduct needs assessments, and provide tailored product and service solutions including deposits, loans, and digital banking options. You will coordinate with partners to address specialized needs while promoting security and regulatory compliance.

The role emphasizes educating clients on self-service tools, maintaining a strong sales pipeline, and representing the bank during evenings, weekends, and