Relationship Banking Advisor — Digital Solutions

Hancock Whitney

Mansfield (LA)

On-site

USD 32,000 - 52,000

Full time

5 days ago
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Job summary

Hancock Whitney in Mansfield, LA is seeking a Banking Center Associate to build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations.

The role involves matching financial products to client goals, educating customers about digital banking, processing routine transactions, welcoming clients in the lobby, and coordinating with mortgage, business banking and investments teams to grow the branch.

Qualifications

  • High school diploma or GED required; Bachelor's degree preferred.
  • 1+ year of sales or client service experience; banking experience preferred.
  • Demonstrated ability to build and expand client relationships.
  • Proficiency navigating multiple banking systems and digital tools.
  • NMLS registration under the SAFE Act required.

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 proficiency
Customer service
Cash handling
Digital banking knowledge
NMLS registration

Education

High school diploma or GED
Bachelor’s degree preferred

Job description

Hancock Whitney in Mansfield, LA is seeking a Banking Center Associate to build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations.

The role involves matching financial products to client goals, educating customers about digital banking, processing routine transactions, welcoming clients in the lobby, and coordinating with mortgage, business banking and investments teams to grow the branch.

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