Relationship Banker & Financial Solutions Advocate

Hancock Whitney; Metairie (LA); On-site; USD 42,000 - 66,000; Full time

Job summary

Hancock Whitney is seeking a branch-based Banking Relationship professional in Metairie, LA to grow client relationships and drive sales through local engagement and excellent service.

You will conduct financial needs assessments, educate clients on digital banking options, and refer to experts to meet complex needs while maintaining regulatory compliance and risk controls. Requires flexibility for evenings/weekends and occasional travel.

Qualifications

• High school diploma or GED required; Bachelor’s degree preferred.
• 3+ years of sales and client service experience required; prior banking experience preferred.
• Proven ability to form, expand, and deepen client relationships.
• Working knowledge of applicable banking products, services, and regulations.
• Proficiency in banking systems, applications, and research tools.
• State Life Insurance license preferred.
• NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.

Responsibilities

• Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events.
• Conduct financial needs assessments to identify opportunities and provide tailored product and service solutions.
• Refer clients to business partners and subject matter experts to address specialized financial needs.
• Proactively educate clients on self-service and digital banking options to ensure 24/7 account access.
• Drive proactive sales conversations and manage a pipeline of opportunities to achieve assigned sales goals.
• Leverage ecosystem partnerships to acquire, expand, and retain relationships.
• Process routine and complex financial transactions, including deposits and loan payments.
• Actively manage the financial center lobby experience by engaging clients.
• Support the Bank’s risk management culture by following policies to ensure safety.
• Perform responsibilities flexibly based on the needs of the financial center, including evenings, weekends, and travel.

Skills

Client relationship building

Sales & customer service

Banking product knowledge

Banking systems proficiency

NMLS familiarity

Life insurance license

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Banking software

Research tools

Job description

Hancock Whitney is seeking a branch-based Banking Relationship professional in Metairie, LA to grow client relationships and drive sales through local engagement and excellent service.

You will conduct financial needs assessments, educate clients on digital banking options, and refer to experts to meet complex needs while maintaining regulatory compliance and risk controls. Requires flexibility for evenings/weekends and occasional travel.