Floating Universal Banker

• Title:
  
  Floating Universal Banker
• Type:
  Full Time
• Experience:
  
  1 Year
• Function:
  Banking
• Location:
  
  Gulfport, MS, United States
• Company:
  Hancock Whitney Bank

Hancock Whitney Bank (held by Hancock Whitney Corp) provides banking products and services including traditional/online banking, commercial/small business banking, private banking, trust/investment services, healthcare banking, and mortgage services.

The bank is hiring a Floating Universal Banker who will acquire, manage, and retain meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.

• High School Diploma or GED (required)
• Bachelor’s Degree (preferred)

• 1 year of 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
• Proven ability to form and expand client relationships

• Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008

• Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
• Assists in the responsibility of managing the lobby by actively engaging, greeting, and directing client lobby traffic.
• Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
• Engages in client or prospect management activities.
• Ensures operational and financial safety and soundness. Maintain awareness of the environment, the situation, and the client. Leverages Lobby Management as a tool for managing client interactions and risk.
• Leverages ecosystem partnerships as well as community centers of influence to acquire, expand, and retain relationships.
• Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs, and tailor product solutions to meet the client’s overall financial needs. This activity may be in the financial center, outbound calling, visiting businesses, or conducting educational seminars.
• Proactively educates clients on alternate delivery methods and channels that make clients’ lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online, and ATM options, to access their accounts 24 hours a day/7 day a week.
• Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
• Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
• Supports the Bank’s strong risk management culture through awareness, knowledge, and sound decision-making.
• Will be asked to perform the duties of the role based upon the needs of the financial center.

• Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information
• Ability to learn products, services, and procedures quickly and accurately.
• Ability to lift, move, and carry approximately 10 pounds if required to perform the essential job functions.
• Ability to operate related equipment to perform the essential job functions.
• Ability to travel if required to perform the essential job functions.
• Ability to understand and follow policies, procedures, and regulatory…