Relationship Banker & Digital Banking Advisor

Hancock Whitney; Conroe (TX); On-site; USD 36,000 - 60,000; Full time

Job summary

Hancock Whitney in Conroe, TX seeks a Financial Center Associate to build client relationships, advise on banking products, and educate customers on digital banking solutions. You will process routine transactions, greet clients, manage lobby activity, and support community outreach while maintaining compliance and risk standards.

The role requires strong sales/service experience, a high school diploma or GED (Bachelor's preferred), and an active NMLS registration with a background check.

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; 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 through proactive outreach and consultative sales conversations.
• Serve as a trusted advisor to clients, matching financial products and services to goals.
• Educate clients on self-service and digital banking solutions to ensure 24/7 account access.
• Process routine financial center transactions accurately and efficiently.
• Manage lobby activity and ensure a positive client experience.
• Identify and refer clients to internal partners for specialized financial needs.
• Develop and maintain a strong sales pipeline to achieve goals.
• Uphold risk management, compliance, and security standards.
• Participate in community outreach and business development activities.
• Maintain awareness of surroundings and potential risk indicators.

Skills

Client relationship management

Sales experience

Customer service

Digital banking tools

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Banking software

Job description

Hancock Whitney in Conroe, TX seeks a Financial Center Associate to build client relationships, advise on banking products, and educate customers on digital banking solutions. You will process routine transactions, greet clients, manage lobby activity, and support community outreach while maintaining compliance and risk standards.

The role requires strong sales/service experience, a high school diploma or GED (Bachelor's preferred), and an active NMLS registration with a background check.