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Floating Universal Banker
Hancock Whitney. Build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, consultative sales, and financial product matching. Proficient in navigating banking systems and ensuring compliance with risk management and security standards.
Highest-signal resume keywords
Client Relationship ManagementConsultative SalesNMLS RegistrationFinancial Product KnowledgeRisk Management Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceClient ServiceCash HandlingFinancial Transactions ProcessingDigital Banking Solutions
Soft Skills
CommunicationProblem-SolvingStress ManagementTeam Collaboration
Tools & Technologies
Banking SystemsDigital Tools
Certifications & Qualifications
NMLS Registration
Industry Keywords
Financial ServicesRetail BankingCompliance StandardsCommunity OutreachBusiness Development
About the role
Key responsibilities & impact- Build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations
- Advise clients and match financial products and services to their goals
- Educate clients on self-service and digital banking solutions, including mobile, online, ATMs, and emerging technologies
- Process routine financial center transactions, including deposits, withdrawals, and loan payments
- Manage lobby activity by greeting and directing clients, monitoring risk, and ensuring a positive client experience
- Identify and refer clients to mortgage, business banking, and investment partners
- Develop and maintain a sales pipeline to achieve assigned goals and contribute to branch growth
- Uphold risk management, compliance, and security standards
- Participate in community outreach and business development activities
- Monitor surroundings, client behavior, and potential risk indicators to maintain a safe environment
Requirements
What you’ll need- High school diploma or GED required; Bachelor’s degree preferred
- 1+ year of sales, client service, or retail experience required; prior banking experience preferred
- Will also consider a Bachelor’s degree plus cash handling and customer service experience in retail/financial services
- Demonstrated ability to build and expand client relationships
- Proficiency navigating multiple banking systems and digital tools
- NMLS registration under the SAFE Act of 2008 required
- Successful background check required
- Ability to work Financial Center hours, including weekends and evenings, and to travel as required
- Ability to work under stress and meet deadlines
- Ability to lift/move/carry approximately 50 pounds if required to perform essential job functions