Financial Relationship Advisor

Hancock Whitney; Beaumont (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Hancock Whitney in Beaumont, Texas, is seeking a client-focused individual to enhance relationships through various channels. The role requires strong sales experience and the ability to conduct financial assessments, making informed product recommendations.

Candidates should possess a high school diploma and ideally a bachelor's degree, along with 3+ years of relevant experience. The position involves meeting sales goals while supporting clients in navigating banking services.

Qualifications

• 3+ years of sales and client service experience required.
• Prior banking experience preferred.
• Proven ability to deepen client relationships.

Responsibilities

• Build and maintain relationships with clients.
• Conduct financial needs assessments.
• Process routine and complex financial transactions.

Skills

Sales experience

Client relationship management

Banking products knowledge

Customer service

Proficiency in banking systems

Education

High School diploma or GED

Bachelor's degree

Job description

Hancock Whitney in Beaumont, Texas, is seeking a client-focused individual to enhance relationships through various channels. The role requires strong sales experience and the ability to conduct financial assessments, making informed product recommendations.

Candidates should possess a high school diploma and ideally a bachelor's degree, along with 3+ years of relevant experience. The position involves meeting sales goals while supporting clients in navigating banking services.