Relationship-Driven Personal Banker: Digital Banking & Sales

Hancock Whitney Corp.; San Antonio (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Hancock Whitney Corp. in Texas seeks a results-driven banking professional to build relationships, assess client needs, and deliver tailored financial solutions at our busy financial center.

You will actively manage a sales and service pipeline, educate clients on digital banking, and collaborate with partners to expand offerings. The role requires 3+ years in sales or client service, familiarity with banking products, and a commitment to risk-aware, compliant service.

Qualifications

• 3+ years of sales and client service experience.
• Proven ability to form, expand, and deepen client relationships.
• Working knowledge of applicable banking products, services, and regulations.
• Proficiency in banking systems, applications, and research tools.
• State Life Insurance license preferred.
• NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.

Responsibilities

• Build and maintain relationships with clients and prospects 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.
• Educate clients on self-service and digital banking options to ensure 24/7 account access.
• Drive proactive sales conversations and manage a pipeline of opportunities to achieve sales and business development goals.
• Leverage partnerships to acquire, expand, and retain relationships.
• Process routine and complex financial transactions (deposits, withdrawals, loan payments, servicing).
• Manage the financial center lobby experience by guiding clients to resources.
• Support risk management by following policies to ensure safety.

Skills

Sales experience

Client service

Relationship building

Banking products knowledge

Banking systems proficiency

NMLS registration

Life insurance license (preferred)

Education

High School diploma or GED

Bachelor’s degree preferred

Tools

Banking software

Research tools

Job description

Hancock Whitney Corp. in Texas seeks a results-driven banking professional to build relationships, assess client needs, and deliver tailored financial solutions at our busy financial center.

You will actively manage a sales and service pipeline, educate clients on digital banking, and collaborate with partners to expand offerings. The role requires 3+ years in sales or client service, familiarity with banking products, and a commitment to risk-aware, compliant service.