Universal Banker & Digital Banking Advisor

Hancock Whitney

Gulf Shores (AL)

On-site

USD 38,000 - 54,000

Full time

10 days ago

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Job summary

Hancock Whitney in Gulf Shores, AL, seeks a Financial Center Associate to build and retain client relationships, conduct proactive outreach, and provide consultative sales conversations. You will match financial products to clients’ goals and educate them on self-service banking options.

On-site role requires processing routine transactions, managing lobby flow, and referring clients to mortgage, business banking, or investments teams, while upholding risk and compliance standards.

Qualifications

  • 1+ year of sales, client service, or retail experience required; banking preferred.
  • Demonstrated ability to build and grow client relationships.
  • Experience with multiple banking systems and digital tools.
  • NMLS registration under the SAFE Act required; background check pending.

Responsibilities

  • Build, manage, and retain client relationships through proactive outreach and consultative conversations.
  • Match financial products and services to client goals.
  • Educate clients on self-service and digital banking (mobile, online, ATMs).
  • Process routine financial center transactions accurately.
  • Greet clients, manage lobby activity, and ensure a positive experience.
  • Refer clients to mortgage, business banking, or investments as needed.
  • Develop sales pipeline and contribute to branch growth.
  • Uphold risk, compliance, and security standards.
  • Participate in community outreach and business development.
  • Maintain awareness of surroundings and potential risk indicators.

Skills

Sales experience
Client relationship building
Digital banking tools
NMLS knowledge

Education

High school diploma or GED
Bachelor's degree preferred

Tools

Banking systems
Digital tools

Job description

Hancock Whitney in Gulf Shores, AL, seeks a Financial Center Associate to build and retain client relationships, conduct proactive outreach, and provide consultative sales conversations. You will match financial products to clients’ goals and educate them on self-service banking options.

On-site role requires processing routine transactions, managing lobby flow, and referring clients to mortgage, business banking, or investments teams, while upholding risk and compliance standards.

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