Float Universal Banker

Hancock Whitney•San Antonio, TX

About The Position

The Float Universal Banker builds, manages, and retains client relationships through proactive outreach, needs assessments, and consultative sales conversations. The role advises clients on financial products and services, educates them about digital and self-service banking, processes routine transactions, and supports a positive and safe financial center experience. The banker also develops sales opportunities, refers clients to specialized internal partners, contributes to community outreach and business development, and upholds risk, compliance, security, and operational standards. The position requires the ability to work financial center hours, including weekends and evenings, and to travel as required.

Requirements

High school diploma or GED.
At least 1 year of sales, client service, or retail experience.
Ability to build and expand client relationships.
Proficiency navigating multiple banking systems and digital tools.
NMLS registration under the SAFE Act of 2008; employment is contingent upon successful registration and a background check.
Ability to work financial center hours, including weekends and evenings, and travel as required.
Ability to work under stress and meet deadlines.
Ability to lift, move, or carry approximately 50 pounds if required to perform essential job functions, subject to accommodation.

Nice To Haves

Bachelor's degree.
Prior banking experience.
A bachelor's degree plus cash handling and customer service experience in retail or financial services may also be considered.

Responsibilities

Build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations.
Serve as a trusted advisor by matching financial products and services to clients' goals.
Educate clients on mobile, online, ATM, and emerging self-service banking solutions.
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 supporting a positive client experience.
Identify and refer clients to internal partners, including mortgage, business banking, and investments.
Develop and maintain a sales pipeline to achieve assigned goals and contribute to branch growth.
Uphold risk management, compliance, security, operational, and financial soundness standards.
Participate in community outreach and business development activities to expand the client base.
Monitor surroundings, client behavior, and potential risk indicators to help ensure a safe environment.