Float Universal Banker

Hancock Whitney

. Acquire, manage, and retain meaningful client relationships using a consultative sales and service approach .

Posted 10/14/2026full-timeNiceville • Florida • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management and consultative sales skills, with the ability to educate clients on financial products and services. Proficient in navigating banking systems and adhering to regulatory requirements while maintaining operational safety.

Highest-signal resume keywords

Client Relationship ManagementConsultative Sales ApproachNational Mortgage Licensing System (NMLS) RegistrationFinancial Product KnowledgeExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceClient Service ExperienceCash HandlingTransaction ProcessingFinancial Needs AssessmentRegulatory ComplianceProblem ResolutionTechnology EducationBanking Systems NavigationAppointment Pipeline Management

Soft Skills

Organizational SkillsFollow-Up SkillsAbility to Work Under StressProfessionalismInterpersonal Skills

Certifications & Qualifications

High School Diploma or GEDBachelor’s Degree PreferredNMLS Registration

Industry Keywords

BankingFinancial ServicesClient ManagementRisk ManagementOperational Safety

About the role

Key responsibilities & impact

Acquire, manage, and retain meaningful client relationships using a consultative sales and service approach
Meet with clients and prospects in person and over the phone to discover financial needs and tailor product solutions
Conduct outbound calling, business visits, and educational seminars
Educate clients on self-service options, emerging technology, mobile, online, and ATM channels
Refer clients to business partners for specialized financial needs
Resolve client problems using product and procedural knowledge
Process routine and complex transactions, including deposits, withdrawals, and loan payments
Engage in client and prospect management activities
Drive proactive sales conversations and identify sales opportunities to build an appointment pipeline and meet sales goals
Leverage ecosystem partnerships and community centers of influence to acquire, expand, and retain relationships
Manage lobby traffic by greeting, engaging, and directing clients
Perform duties based on the needs of the financial center
Support the Bank’s risk management culture and ensure operational and financial safety and soundness
No supervisory responsibilities

Requirements

What you’ll need

High School Diploma or general education degree (GED) is 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
Proven ability to form and expand client relationships
Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information
National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 required
Employment contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results
Excellent communication skills in person and over the phone
Ability to learn products, services, and procedures quickly and accurately
Comfortable educating others on technology
Professional, thorough, and organized with strong follow-up skills
Ability to understand and follow policies, procedures, and regulatory requirements
Ability to work Financial Center hours, including weekends, and some evenings
Ability to travel if required to perform essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment
Ability to lift/move/carry approximately 10 pounds if required, subject to accommodation where applicable

Benefits

Comp & perks

Full-time employment
Equal Opportunity/Affirmative Action employment protections