Relationship Banker & Digital Banking Advisor

Hancock Whitney; Houston (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Hancock Whitney in Houston, TX is seeking a Personal Banker to build and retain client relationships through proactive outreach and consultative sales. You will match banking products to client goals and educate customers on digital banking solutions for 24/7 access.

Responsibilities include processing routine transactions, guiding clients through services, and referring opportunities to internal partners while upholding risk and compliance standards in a fast-paced branch environment.

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; 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 (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

Client service

Banking systems

Digital tools

NMLS registration

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Banking systems

Digital tools

Job description

Hancock Whitney in Houston, TX is seeking a Personal Banker to build and retain client relationships through proactive outreach and consultative sales. You will match banking products to client goals and educate customers on digital banking solutions for 24/7 access.

Responsibilities include processing routine transactions, guiding clients through services, and referring opportunities to internal partners while upholding risk and compliance standards in a fast-paced branch environment.