Strategic Relationship Banker

Hancock Whitney; Crestview (FL); On-site; USD 37,000 - 52,000; Full time

Job summary

Hancock Whitney in Crestview, FL seeks an Universal Banker to build and manage relationships with clients through consultative sales and service, addressing financial needs with tailored solutions. You will meet with clients in person or by phone, educate them on digital channels, process deposits and loan payments, and collaborate with partners to expand business.

Applicants should have a high school diploma, 1 year of sales/service experience, and be eligible for NMLS registration; a

Qualifications

• High school diploma or GED required; bachelor's preferred.
• At least 1 year of sales and client service experience in a professional environment.
• NMLS registration under the SAFE Act is required.
• Ability to learn multiple banking systems and applications.
• Background checks and eligibility standards apply.

Responsibilities

• Manage existing clients and prospects by meeting with them to build long-lasting relationships.
• Educate clients on self-service channels and digital banking options.
• Refer clients to specialists to address complex financial needs.
• Process deposits, withdrawals, and loan payments for Financial Center clients.
• Drive proactive sales conversations and build a pipeline of appointments.
• Engage with ecosystem partnerships to expand and retain relationships.
• Assist in lobby management and greet client traffic.
• Support risk management and comply with policies.

Skills

Excellent communication

Relationship-building

Sales and client service

Financial product knowledge

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Banking systems

Customer databases

Job description

Hancock Whitney in Crestview, FL seeks an Universal Banker to build and manage relationships with clients through consultative sales and service, addressing financial needs with tailored solutions. You will meet with clients in person or by phone, educate them on digital channels, process deposits and loan payments, and collaborate with partners to expand business.

Applicants should have a high school diploma, 1 year of sales/service experience, and be eligible for NMLS registration; a