Financial Relationship Advisor: Banking Solutions

Hancock Whitney; Baton Rouge (LA); On-site; USD 36,000 - 60,000; Full time

Job summary

Hancock Whitney in Baton Rouge is seeking a client-focused banking professional to build and retain relationships, proactively assess needs, and deliver tailored financial solutions in a busy financial center.

You will educate clients on digital banking, process routine transactions, support lobby operations, refer to partners, grow the sales pipeline, and uphold risk and compliance standards while contributing to community outreach.

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 considered.
• Demonstrated ability to build and expand client relationships.
• Proficiency navigating multiple banking systems and digital tools.
• NMLS registration under the SAFE Act required; employment contingent upon 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.
• 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 (mortgage, business banking, investments) 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 service

Retail experience

Banking systems and digital tools

Education

High school diploma or GED

Bachelor's degree preferred

NMLS registration under the SAFE Act

Tools

Banking systems

Job description

Hancock Whitney in Baton Rouge is seeking a client-focused banking professional to build and retain relationships, proactively assess needs, and deliver tailored financial solutions in a busy financial center.

You will educate clients on digital banking, process routine transactions, support lobby operations, refer to partners, grow the sales pipeline, and uphold risk and compliance standards while contributing to community outreach.