Client Banking Advisor: Grow Relationships & Digital Access

Hancock Whitney; Harahan (LA); On-site; USD 35,000 - 52,000; Full time

Job summary

Hancock Whitney is seeking a Financial Center professional to build and maintain client relationships, educate customers on self-service banking, and process routine transactions. The role emphasizes proactive outreach, consultative sales, and collaboration with internal partners to meet client goals.

The position requires strong customer service, basic banking system skills, and compliance awareness, with potential for career growth within the branch network.

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.
• Will also consider a Bachelor’s degree plus cash handling and customer service experience in retail/financial services.
• NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.

Responsibilities

• Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations.
• Serve as a trusted advisor to clients, matching financial products and services to meet their goals.
• Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs, and emerging technologies) 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 specialized financial needs.
• Develop and maintain a strong sales pipeline to achieve assigned goals and contribute to branch growth.
• Uphold risk management, compliance, and security standards, maintaining operational and financial soundness.
• Participate in community outreach and business development activities to expand the client base.
• Maintain awareness of surroundings, client behavior, and potential risk indicators to ensure a safe environment.

Skills

Relationship building

Sales experience

Customer service

Digital banking knowledge

Education

High school diploma or GED

Bachelor’s degree preferred

1+ year sales/customer service/retail experience

NMLS registration under SAFE Act

Job description

Hancock Whitney is seeking a Financial Center professional to build and maintain client relationships, educate customers on self-service banking, and process routine transactions. The role emphasizes proactive outreach, consultative sales, and collaboration with internal partners to meet client goals.

The position requires strong customer service, basic banking system skills, and compliance awareness, with potential for career growth within the branch network.