Relationship Banker & Financial Solutions Pro

Hancock Whitney; College Station (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Hancock Whitney in College Station, TX is seeking a results-driven Banking Sales & Service Associate to build and deepen client relationships through in-person meetings, outreach, and community events. You will assess financial needs and tailor product solutions while guiding clients to digital banking options.

The role emphasizes proactive sales, risk awareness, and excellent service across deposits, loans, and everyday transactions, with occasional evenings, weekends and travel as needed.

Qualifications

• Minimum of a high school diploma or GED; bachelor's degree preferred.
• 3+ years of sales and client service experience; banking experience preferred.
• Proven ability to form, expand, and deepen client relationships.
• Working knowledge of banking products, services, and regulations.
• Proficiency in banking systems and research tools.
• NMLS registration under the SAFE Act required; background check may apply.

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 and provide tailored product and service solutions.
• Refer clients to business partners and experts for specialized needs.
• Educate clients on self-service and digital banking options to ensure 24/7 access.
• Drive proactive sales conversations and manage a pipeline to meet sales goals.
• Leverage partnerships to acquire, expand, and retain client relationships.
• Process routine and complex financial transactions such as deposits and loan payments.
• Guide clients in the lobby and direct to resources.
• Support risk management by following policies and ensuring safety.
• Flexibly perform duties including evenings, weekends, and occasional travel.

Skills

Sales experience

Client service

Relationship building

Banking knowledge

Regulatory knowledge

Banking systems

Research tools

Education

High School diploma or GED

Bachelor's degree

Tools

Banking software

NMLS registration

Job description

Hancock Whitney in College Station, TX is seeking a results-driven Banking Sales & Service Associate to build and deepen client relationships through in-person meetings, outreach, and community events. You will assess financial needs and tailor product solutions while guiding clients to digital banking options.

The role emphasizes proactive sales, risk awareness, and excellent service across deposits, loans, and everyday transactions, with occasional evenings, weekends and travel as needed.