Universal Banker

Hancock Whitney Bank•Beaumont, TX

15d

About The Position

The 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 on digital and self-service banking options, and processes routine financial center transactions. It also supports lobby operations, refers clients to specialized internal partners, develops a sales pipeline, contributes to branch growth and community outreach, and upholds risk, compliance, security, and operational standards.

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 accommodation where applicable.

Nice To Haves

Bachelor’s degree preferred.
Prior banking experience preferred.
A Bachelor’s degree combined with cash-handling and customer-service experience in retail or financial services will also 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 ensuring a positive client experience.
Identify and refer clients to internal partners in mortgage, business banking, and investments for specialized financial needs.
Develop and maintain a strong 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 help ensure a safe environment.