Universal Banker

Hancock Whitney; Zwolle (LA); On-site; USD 35,000 - 50,000; Full time

Job summary

Hancock Whitney in Louisiana is seeking a customer-focused financial services professional to join our team as a sales-oriented associate. You will develop relationships with clients, match products to their goals, and guide them through digital banking options.

This role requires weekday hours with occasional evenings and weekends, the ability to lift up to 50 pounds, and compliance with regulatory standards. Prior banking or financial services experience is preferred.

Qualifications

• Strong ability to build and expand client relationships.
• 1+ year of sales, client service, or retail experience required; banking preferred.
• NMLS registration required; background check.
• Proficiency navigating multiple banking systems and digital tools.
• Cash handling and customer service experience in retail/financial services.

Responsibilities

• Build and retain client relationships through proactive outreach and consultative conversations.
• Educate clients on self-service and digital banking solutions.
• Process deposits, withdrawals, and loan payments accurately.
• Greet clients in-person and manage lobby flow to ensure a positive experience.
• Refer clients to mortgage, business banking, or investments as needed.
• Maintain risk and compliance with security standards.
• Support community outreach and branch growth.

Skills

Client relationship building

Sales experience

Financial products knowledge

Digital banking platforms

Cash handling

Education

High school diploma or GED

NMLS registration under the SAFE Act

Bachelor's degree preferred

Tools

Banking systems navigation

CRM software

Job description

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.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• 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.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• 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.

Equal Opportunity/Affirmative Action Employers. 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.