Relationship Banker & Digital Banking Advisor

Hancock Whitney

Beaumont (TX)

On-site

USD 36,000 - 54,000

Full time

14 days+

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Job summary

Hancock Whitney in Beaumont, TX seeks a results-oriented banking professional to build and retain client relationships, match financial products to client goals, and promote self-service digital banking. You will process routine transactions, support lobby operations, and refer clients to partners for tailored solutions.

The role requires strong sales and service skills, with flexibility to work weekends/evenings and travel as needed, plus NMLS registration and a background check.

Qualifications

  • Build and maintain client relationships through proactive outreach.
  • Experience in sales, client service, or retail; banking experience preferred.
  • Ability to work weekends/evenings and travel as required.
  • NMLS registration under the SAFE Act is required; background check.

Responsibilities

  • Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations.
  • 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.

Skills

Client relationship building
Sales/prospecting
Banking products knowledge
Digital banking tools
Communication skills
Cash handling

Education

High school diploma or GED
Bachelor's degree preferred

Tools

CRM software
Banking systems

Job description

Hancock Whitney in Beaumont, TX seeks a results-oriented banking professional to build and retain client relationships, match financial products to client goals, and promote self-service digital banking. You will process routine transactions, support lobby operations, and refer clients to partners for tailored solutions.

The role requires strong sales and service skills, with flexibility to work weekends/evenings and travel as needed, plus NMLS registration and a background check.

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