Banking Relationship Advisor & Growth Strategist

Hancock Whitney; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Hancock Whitney in Houston is seeking a client-focused Financial Center Associate to develop relationships, conduct proactive outreach, and provide consultative sales conversations that match financial solutions to client goals.

You will educate clients on self-service and digital banking, process routine transactions accurately, and refer opportunities to internal partners for mortgages, business banking, or investments, all while upholding risk and compliance standards.

Qualifications

• High school diploma or GED required; Bachelor’s degree preferred.
• 1+ year of sales, client service, or retail experience required; prior banking experience preferred.
• Bachelor’s degree plus cash handling and customer service experience in retail/financial services acceptable.
• Demonstrated 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 contingent.

Responsibilities

• Build, manage, and retain client relationships by proactive outreach, needs assessments, and consultative sales conversations.
• Serve as a trusted advisor to clients, matching financial products and services to goals.
• Educate clients on self-service and digital banking solutions to ensure 24/7 account access.
• Process routine financial center transactions accurately and efficiently, including deposits, withdrawals, and loan payments.
• Manage lobby activity by greeting and directing clients, monitoring risk, and ensuring a positive client experience.
• Identify and refer clients to internal partners for mortgages, business banking, and investments.
• Develop and maintain a strong sales pipeline to achieve goals and branch growth.
• Uphold risk management, compliance, and security standards.
• Participate in community outreach and business development to expand the client base.
• Maintain awareness of surroundings and potential risk indicators to ensure a safe environment.

Skills

Client relationship building

Sales experience

Cash handling

Digital banking navigation

Education

High school diploma or GED

Bachelor's degree preferred

NMLS registration under SAFE Act

Tools

Banking software

Digital banking tools

Job description

Hancock Whitney in Houston is seeking a client-focused Financial Center Associate to develop relationships, conduct proactive outreach, and provide consultative sales conversations that match financial solutions to client goals.

You will educate clients on self-service and digital banking, process routine transactions accurately, and refer opportunities to internal partners for mortgages, business banking, or investments, all while upholding risk and compliance standards.