Client Banking & Relationship Advisor

Hancock Whitney Corp.; Beaumont (TX); On-site; USD 40,000 - 65,000; Full time

Job summary

Hancock Whitney Corp. is seeking a client-focused banking professional in Texas to build and sustain relationships, matching financial solutions to client needs and educating them on digital banking tools for 24/7 access.

You will handle routine transactions, greet clients, and refer complex cases to internal partners while maintaining compliance and risk controls. The role emphasizes developing a strong sales pipeline, meeting branch goals, and contributing to regional growth within a trusted,

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.
• 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; 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 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.

Skills

Client relationship building

Sales experience

Digital banking tools

NMLS knowledge

Education

Bachelor's degree

High School diploma or GED

Job description

Hancock Whitney Corp. is seeking a client-focused banking professional in Texas to build and sustain relationships, matching financial solutions to client needs and educating them on digital banking tools for 24/7 access.

You will handle routine transactions, greet clients, and refer complex cases to internal partners while maintaining compliance and risk controls. The role emphasizes developing a strong sales pipeline, meeting branch goals, and contributing to regional growth within a trusted,