Universal Banker: Relationship & Digital Banking Expert

Hancock Whitney; Petal (MS); On-site; USD 36,000 - 52,000; Full time

Job summary

Hancock Whitney in Petal, MS is hiring a Customer Sales Associate to build and retain client relationships at the financial center. You will greet clients, assess needs, and guide them to products that match their goals while delivering excellent service across in-branch and digital channels.

You will educate clients on mobile and online banking, process routine transactions, and collaborate with mortgage, business banking, and investments teams to support client growth.

Qualifications

• 1+ year of sales, client service, or retail experience; banking preferred.
• NMLS registration under SAFE Act required; background check.
• Bachelor's degree plus cash handling experience considered.

Responsibilities

• Build, manage, and retain client relationships through proactive outreach and consultative conversations.
• Serve as trusted advisor, matching financial products to client goals.
• Educate clients on self-service and digital banking (mobile, online, ATMs).
• Process routine transactions accurately (deposits, withdrawals, loan payments).
• Manage lobby activity, monitor risk, ensure a positive client experience.
• Refer clients to internal partners for mortgage, business banking, investments.
• Develop and maintain sales pipeline to achieve goals and branch growth.
• Uphold risk management, compliance, and security standards.
• Participate in community outreach to grow the client base.
• Maintain awareness of surroundings and potential risk indicators.

Skills

Client relationship building

Sales & service experience

Digital banking tools

Cash handling

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Banking software

Job description

Hancock Whitney in Petal, MS is hiring a Customer Sales Associate to build and retain client relationships at the financial center. You will greet clients, assess needs, and guide them to products that match their goals while delivering excellent service across in-branch and digital channels.

You will educate clients on mobile and online banking, process routine transactions, and collaborate with mortgage, business banking, and investments teams to support client growth.