Universal Banker: Client Advisor & Digital Banking Pro

Hancock Whitney; Poplarville (MS); On-site; USD 29,000 - 42,000; Full time

Job summary

Hancock Whitney is seeking a Client Advisor at a financial center in Poplarville, MS to build and maintain trusted relationships with clients. You will assess needs, educate on digital banking, process transactions, and collaborate with partners across mortgage, business banking, and investments.

The role requires strong customer service, sales experience, and the ability to navigate banking systems; weekend/evening hours may be required; NMLS registration is required.

Qualifications

• 1+ year of sales, client service, or retail experience required; prior banking experience preferred
• NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check
• Ability to build and expand client relationships
• Proficiency navigating multiple banking systems and digital tools

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 to ensure 24/7 account access
• Process routine financial center transactions accurately and efficiently
• Manage lobby activity by greeting and directing clients, monitoring risk, and ensuring a positive client experience
• Identify and refer clients to internal partners for specialized financial needs
• Develop and maintain a strong sales pipeline to achieve goals and branch growth
• Uphold risk management, compliance, and security standards
• Participate in community outreach and business development activities
• Maintain awareness of surroundings and potential risk indicators

Skills

Client relationship management

Sales

Customer service

Digital banking tools

NMLS registration

Education

NMLS registration under SAFE Act

Tools

CRM systems

Digital banking platforms

Job description

Hancock Whitney is seeking a Client Advisor at a financial center in Poplarville, MS to build and maintain trusted relationships with clients. You will assess needs, educate on digital banking, process transactions, and collaborate with partners across mortgage, business banking, and investments.

The role requires strong customer service, sales experience, and the ability to navigate banking systems; weekend/evening hours may be required; NMLS registration is required.