What are the responsibilities and job description for the Floating Universal Banker position at Hancock Whitney?
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ESSENTIAL DUTIES & RESPONSIBILITIES:
ESSENTIAL DUTIES & 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.
- High school diploma or GED required; Bachelor’s degree preferred
- 1 year of sales, client service, or retail experience required; prior banking experience preferred
- Will also consider a Bachelor’s degree plus cash handling and customer service experience in retail/financial services
- 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.
- 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/carry approximately 50 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.