Universal Banker: Grow Relationships & Digital Banking

Hancock Whitney Corp.; Crestview (FL); On-site; USD 38,000 - 60,000; Full time

Job summary

Hancock Whitney Corp. is seeking a Universal Banker in Florida to acquire, manage, and retain meaningful client relationships through a consultative sales and service approach.

You will meet clients in person or by phone, tailor financial solutions, and educate on digital channels to access accounts 24/7. The role includes processing routine transactions, generating sales opportunities, and supporting lobby operations.

Qualifications

• High School Diploma or GED required.
• Bachelor’s degree preferred.
• 1 year 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.
• NMLS registration required under the SAFE Act of 2008.
• Ability to learn and navigate multiple banking systems and applications.

Responsibilities

• Manages existing clients and prospects by meeting with them, in person or over the phone, to build and maintain strong relationships and tailor financial solutions.
• Educates clients on digital channels and self-service options, including mobile, online, and ATM access.
• Refer clients to partners for specialized financial needs and assist in handling deposits, loan payments, and transactions.
• Drive proactive sales conversations and build a pipeline to meet sales goals through consultative interactions.
• Assist in lobby management and ensure smooth client flow while upholding risk controls.

Skills

Communication skills

Sales experience

Client service

Relationship building

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Banking systems

NMLS registration (licensing)

Job description

Hancock Whitney Corp. is seeking a Universal Banker in Florida to acquire, manage, and retain meaningful client relationships through a consultative sales and service approach.

You will meet clients in person or by phone, tailor financial solutions, and educate on digital channels to access accounts 24/7. The role includes processing routine transactions, generating sales opportunities, and supporting lobby operations.