Relationship Banker & Digital Solutions Advisor

Hancock Whitney

Lake Charles (LA)

On-site

USD 36,000 - 56,000

Full time

14 days+

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Job summary

Hancock Whitney in Lake Charles, LA is seeking a Customer Service/Sales Associate to build relationships and provide consultative banking solutions. You will educate clients on mobile and online banking, process transactions, and collaborate with internal partners to address financial needs.

The role requires strong communication, the ability to work extended hours including weekends, and a commitment to risk and compliance standards while contributing to branch growth.

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 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

Client relationship building
Sales & customer service
Digital banking systems proficiency
Communication skills
Financial product knowledge

Education

High school diploma or GED
Bachelor's degree preferred
NMLS registration under SAFE Act required

Job description

Hancock Whitney in Lake Charles, LA is seeking a Customer Service/Sales Associate to build relationships and provide consultative banking solutions. You will educate clients on mobile and online banking, process transactions, and collaborate with internal partners to address financial needs.

The role requires strong communication, the ability to work extended hours including weekends, and a commitment to risk and compliance standards while contributing to branch growth.

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