Floating Universal Banker

Hancock Whitney•Mobile, AL

13d

About The Position

The Floating 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 that support their goals and educates them on self-service and digital banking options, including mobile, online, ATM, and emerging technologies. The position processes routine financial center transactions, manages lobby activity, identifies opportunities to refer clients to internal specialists, develops a sales pipeline, and contributes to branch growth. It also supports community outreach and business development while following risk management, compliance, security, and operational standards. The employee must be able to work financial center hours, including evenings and weekends, and travel as required.

Requirements

High school diploma or GED.
At least 1 year of sales, client service, or retail experience.
Demonstrated 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 evenings and weekends, 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 the stated accommodation provision.

Nice To Haves

Bachelor’s degree.
Prior banking experience.
Bachelor’s degree plus cash-handling and customer-service experience in retail or financial services may be 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, ATM, and emerging technologies.
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, for specialized financial needs.
Develop and maintain a sales pipeline to achieve assigned goals and contribute to branch growth.
Follow risk management, compliance, and security standards and maintain operational and financial soundness.
Participate in community outreach and business development to expand the client base.
Monitor surroundings, client behavior, and potential risk indicators to help ensure a safe environment.