Relationship Banking Pro

Hancock Whitney Corp.; Beaumont (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Hancock Whitney Corp. is seeking a results-oriented financial center professional in Beaumont to build lasting client relationships, perform needs assessments, and drive banking solutions.

You will educate customers on digital channels, manage a healthy sales pipeline, and collaborate with partners to deliver tailored financial services. The role requires 3+ years in sales or client service, a HS diploma or GED (Bachelor’s preferred), and knowledge of banking products.

Qualifications

• High School diploma or GED required; Bachelor’s degree preferred.
• 3+ years of sales and client service experience required; prior banking experience preferred.
• Bachelor’s degree plus 2 years cash-handling, customer service, and retail experience acceptable.
• Proven ability to form, expand, and deepen client relationships.
• Working knowledge of banking products, services, and regulations.
• Proficiency in banking systems, applications, and research tools.
• State Life Insurance license preferred.
• NMLS registration under the SAFE Act required; background check will be conducted.

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 for specialized financial needs.
• Educate clients on self-service and digital banking options to ensure 24/7 access.
• Drive proactive sales conversations and manage a pipeline to achieve sales goals.
• Leverage partnerships to acquire, expand, and retain relationships.
• Process deposits, withdrawals, loan payments, and account servicing.
• Guide the lobby experience by greeting clients and directing them to resources.
• Support risk management by following policies to ensure safety.
• Work evenings, weekends, and travel as required.

Skills

Sales & client service

Relationship building

Needs assessment

Pipeline management

Banking product knowledge

Regulatory knowledge

Communication

Education

High School diploma or GED

Bachelor’s degree preferred

Tools

Banking systems

Research tools

Banking software

Job description

Hancock Whitney Corp. is seeking a results-oriented financial center professional in Beaumont to build lasting client relationships, perform needs assessments, and drive banking solutions.

You will educate customers on digital channels, manage a healthy sales pipeline, and collaborate with partners to deliver tailored financial services. The role requires 3+ years in sales or client service, a HS diploma or GED (Bachelor’s preferred), and knowledge of banking products.