Small Business Banking Relationship Manager

Hancock Whitney Corp.; Pensacola (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Hancock Whitney in Pensacola, FL is seeking a business development professional to grow relationships with small business clients (up to $2M in revenue) and cross-sell deposits, treasury and credit solutions. The role includes visiting local businesses, outbound calls, and potential community seminars to expand the client base.

You’ll work with internal partners to meet client needs, stay current on competitors’ offerings, and contribute to annual planning and growth objectives.

Qualifications

• Bachelor’s degree for a four-year college or university or equivalent years of experience
• 1-2 years of related banking experience including the sale of financial products and services
• Experience in meeting sales goals, including credit products and internal business partner referrals
• Ability to proactively source, acquire, build and maintain relationships with clients and co-workers
• Basic Microsoft Office skills including Word, Excel and Outlook
• Prior experience in a role as a business advocate
• Basic knowledge and understanding of retail and/or small business products and strategies
• Basic knowledge and understanding of banking products and services
• Experience sourcing small business clientele
• Demonstrated understanding of basic financial accounting and analysis
• Experience leading or participating in events and activities for local networks or professional organizations

Responsibilities

• Follows the sales management process ensuring a regular calling program to clients and prospects
• Meets with existing clients and prospects to discuss business needs and recommend banking solutions
• Assists in planning portfolio growth with a business plan aligned to budgets
• Coordinates with internal partners to meet client needs and goals
• Maintains knowledge of competitors’ products and pricing
• Reviews deposit profitability and recommends improvements
• Works with borrowing clients to procure updated financial information
• Communicates lending decisions to clients
• Follows up on loan exceptions to ensure timely clearing
• Represents the bank in civic and community functions to develop business

Skills

Relationship building

Sales skills

Microsoft Office

Networking

Client service

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Hancock Whitney in Pensacola, FL is seeking a business development professional to grow relationships with small business clients (up to $2M in revenue) and cross-sell deposits, treasury and credit solutions. The role includes visiting local businesses, outbound calls, and potential community seminars to expand the client base.

You’ll work with internal partners to meet client needs, stay current on competitors’ offerings, and contribute to annual planning and growth objectives.