Floating Universal Banker

Hancock Whitney Bank•Mobile, AL

12d

About The Position

The Floating Universal Banker builds, manages, and retains client relationships through proactive outreach, needs assessments, and consultative sales conversations. The role serves as a trusted advisor by matching financial products and services to clients’ goals, and educates clients about self-service and digital banking solutions, including mobile, online, ATM, and emerging technologies. The position processes routine financial center transactions, manages lobby activity, refers clients to internal partners for specialized financial needs, and develops a sales pipeline to support assigned goals and branch growth. It also maintains compliance, risk management, security, and operational standards; participates in community outreach and business development; and remains alert to potential risks. The role requires working financial center hours, including evenings and weekends, and travel as required.

Requirements

High school diploma or GED required.
At least 1 year of sales, client service, or retail experience required.
Demonstrated ability to build and expand client relationships.
Proficiency navigating multiple banking systems and digital tools.
NMLS registration under the SAFE Act of 2008 is required; employment is contingent upon successful registration and a background check.
Ability to work financial center hours, including weekends and evenings, and to 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 the stated accommodation provision.

Nice To Haves

Bachelor’s degree preferred.
Prior banking experience preferred.
A Bachelor’s degree plus cash handling and customer service experience in retail or financial services is also considered.

Responsibilities

Build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations.
Advise clients and match financial products and services to their goals.
Educate clients on self-service and digital banking solutions, including mobile, online, ATMs, and emerging technologies.
Accurately and efficiently process routine financial center transactions, 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, and security standards and maintain operational and financial soundness.
Participate in community outreach and business development activities to expand the client base.
Monitor surroundings, client behavior, and potential risk indicators to maintain a safe environment.