Universal Banker

Hancock Whitney Bank•New Orleans, LA

11d•Onsite

About The Position

This role focuses on building and maintaining client relationships through proactive outreach, needs assessments, and consultative sales. The Universal Banker serves as a trusted advisor, matching financial products and services to client goals. They educate clients on digital banking solutions, process routine financial transactions accurately, and manage lobby activity to ensure a positive client experience. Additionally, they identify and refer clients to internal partners for specialized financial needs, develop a sales pipeline to achieve goals, and uphold all risk management, compliance, and security standards. Community outreach and business development are also key aspects of this role, as is maintaining awareness of surroundings for safety.

Requirements

High school diploma or GED required
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 required; employment contingent upon successful registration and background check.

Nice To Haves

Bachelor’s degree preferred
prior banking experience preferred
Will also consider a Bachelor’s degree plus cash handling and customer service experience in retail/financial services

Responsibilities

Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations.
Serve as a trusted advisor to clients, matching financial products and services to meet their goals.
Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.
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 (mortgage, business banking, investments) for specialized financial needs.
Develop and maintain a strong sales pipeline to achieve assigned goals and contribute to branch growth.
Uphold all risk management, compliance, and security standards, maintaining operational and financial soundness.
Participate in community outreach and business development activities to expand the client base.
Maintain awareness of surroundings, client behavior, and potential risk indicators to ensure a safe environment.