Floating Universal Banker

FinanceInfos; Gulfport (MS); Presencial; USD 32.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career Development

Health/Wellness

Life/Disability Insurance

Retirement Program

Supplemental Benefits

Time Off and Leave

Descripción de la vacante

Hancock Whitney Bank is seeking a Floating Universal Banker in Gulfport, MS. This role focuses on acquiring, managing, and retaining client relationships through consultative sales and service, tailoring financial solutions to need.

The position requires 1 year of sales/client service experience, with banking background preferred and a willingness to work in a fast-paced banking center. The candidate will educate clients on digital channels, manage lobby traffic, and build a strong pipeline of

Formación

• 1 year of sales and client service experience; banking experience preferred
• Bachelor’s degree with cash handling and customer service experience in retail or financial institution
• Proven ability to form and expand client relationships

Responsabilidades

• Applies product and procedural knowledge to solve client problems and enhance the client experience.
• Assists in the responsibility of managing the lobby by actively engaging, greeting, and directing client lobby traffic.
• Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
• Engages in client or prospect management activities.
• Ensures operational and financial safety and soundness. Maintain awareness of the environment, the situation, and the client. Leverages Lobby Management as a tool for managing client interactions and risk.
• Leverages ecosystem partnerships as well as community centers of influence to acquire, expand, and retain relationships.
• Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs, and tailor product solutions to meet the client’s overall financial needs. This activity may be in the financial center, outbound calling, visiting businesses, or conducting educational seminars.
• Proactively educates clients on alternate delivery methods and channels that make clients’ lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online, and ATM options, to access their accounts 24 hours a day/7 day a week.
• Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
• Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
• Supports the Bank’s strong risk management culture through awareness, knowledge, and sound decision-making.
• Will be asked to perform the duties of the role based upon the needs of the financial center.

Conocimientos

Excellent communication

Relationship building

Customer service

Sales skills

Educación

High School Diploma or GED

Bachelor’s Degree

Descripción del empleo

Job Highlights

• Title: Floating Universal Banker
• Type: Full Time
• Experience: 1 Year
• Function: Banking
• Location: Gulfport, MS, United States
• Company: Hancock Whitney Bank

Company Profile

Hancock Whitney Bank (held by Hancock Whitney Corp) provides banking products and services including traditional/online banking, commercial/small business banking, private banking, trust/investment services, healthcare banking, and mortgage services.

Job Profile

The bank is hiring a Floating Universal Banker who will acquire, manage, and retain meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.

Education Level

• High School Diploma or GED (required)
• Bachelor’s Degree (preferred)

Work Experience

• 1 year of sales and client service experience in a professional environment; prior banking experience (highly preferred) OR
• Bachelor’s degree and cash handling and customer service experience in retail or financial institution
• Proven ability to form and expand client relationships

Certifications

• Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008

Duties / Responsibilities

• Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
• Assists in the responsibility of managing the lobby by actively engaging, greeting, and directing client lobby traffic.
• Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
• Engages in client or prospect management activities.
• Ensures operational and financial safety and soundness. Maintain awareness of the environment, the situation, and the client. Leverages Lobby Management as a tool for managing client interactions and risk.
• Leverages ecosystem partnerships as well as community centers of influence to acquire, expand, and retain relationships.
• Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs, and tailor product solutions to meet the client’s overall financial needs. This activity may be in the financial center, outbound calling, visiting businesses, or conducting educational seminars.
• Proactively educates clients on alternate delivery methods and channels that make clients’ lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online, and ATM options, to access their accounts 24 hours a day/7 day a week.
• Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
• Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
• Supports the Bank’s strong risk management culture through awareness, knowledge, and sound decision-making.
• Will be asked to perform the duties of the role based upon the needs of the financial center.

Skills / Knowledge / Abilities

• Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information
• Ability to learn products, services, and procedures quickly and accurately.
• Ability to lift, move, and carry approximately 10 pounds if required to perform the essential job functions.
• Ability to operate related equipment to perform the essential job functions.
• Ability to travel if required to perform the essential job functions.
• Ability to understand and follow policies, procedures, and regulatory requirements.
• Ability to work Financial Center hours, including weekends, and some evenings.
• Ability to work under stress and meet deadlines.
• Comfortable educating others on technology.
• Excellent communication skills – in person and over the phone – with proven ability to tailor features and benefits of products/services to clients with differing needs.
• Performs well in a team environment and proactively collaborates with others to serve clients.
• Professional, thorough, and organized with strong follow-up skills.

Benefits / Perks

• Career Development
• Health/Wellness
• Life/Disability Insurance
• Retirement Program
• Supplemental Benefits
• Time Off and Leave

Employer’s Statement

Hancock Whitney is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.