Client Banking Advisor & Growth Partner

Hancock Whitney

Denham Springs (LA)

On-site

USD 28,000 - 36,000

Full time

8 days ago

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Job summary

Hancock Whitney is seeking a Financial Center Associate to build and maintain client relationships, advise on financial products, and promote digital banking solutions. You will handle routine banking transactions, assist clients, and work toward branch growth while adhering to risk and compliance standards.

The role requires a high school diploma or GED with preferred Bachelor's degree and banking experience.

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.
  • NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.
  • Demonstrated ability to build and expand client relationships.
  • Proficiency navigating multiple banking systems and digital tools.

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 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 all 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

Sales experience
Client relationships
Digital banking tools
Risk awareness

Education

High school diploma or GED
Bachelor's degree preferred

Job description

Hancock Whitney is seeking a Financial Center Associate to build and maintain client relationships, advise on financial products, and promote digital banking solutions. You will handle routine banking transactions, assist clients, and work toward branch growth while adhering to risk and compliance standards.

The role requires a high school diploma or GED with preferred Bachelor's degree and banking experience.

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