Universal Banker

Hancock Whitney•Metairie, LA

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 that match their goals, educates them about digital and self-service banking, and processes routine financial center transactions. It also supports branch growth through sales pipeline development, referrals, and community outreach while maintaining a safe, compliant, and positive client environment. The position requires a high school diploma or GED and at least one year of sales, client service, or retail experience. A bachelor’s degree is preferred. NMLS registration under the SAFE Act of 2008 is required, with employment contingent upon successful registration and a background check. The role requires availability for financial center hours, including weekends and evenings, and travel as required. It may involve working under stress and meeting deadlines, and lifting, moving, or carrying approximately 50 pounds if required for essential job functions, subject to accommodation.

Requirements

High school diploma or GED required.
At least one 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 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 preferred.
Prior banking experience preferred.
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.
Advise clients and match financial products and services to their goals.
Educate clients on mobile, online, ATM, and emerging self-service banking solutions.
Accurately and efficiently process routine 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 investment teams.
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.