Universal Banker

Hancock Whitney

. Build, manage, and retain client relationships through proactive outreach, needs assessments, and consultative sales conversations .

Posted 10/5/2026full-timeDaphne • Alabama • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, consultative sales, and financial product matching while ensuring compliance with risk management and security standards. Proficient in navigating digital banking solutions and maintaining a sales pipeline to drive branch growth.

Highest-signal resume keywords

Client Relationship ManagementConsultative SalesDigital Banking SolutionsNMLS RegistrationRisk Management Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceClient ServiceCash HandlingFinancial Transactions ProcessingBanking Systems Navigation

Soft Skills

CommunicationProblem-SolvingStress ManagementCustomer Education

Tools & Technologies

Digital Banking ToolsMobile Banking SolutionsOnline Banking Platforms

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 deposits, withdrawals, loan payments, and other routine financial center transactions
Manage lobby activity by greeting and directing clients, monitoring risk, and ensuring a positive client experience
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

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
Ability to travel as required
Ability to work under stress and meet deadlines
Ability to lift/move/carry approximately 50 pounds if required, subject to accommodation

Benefits

Comp & perks

Equal Opportunity/Affirmative Action employment protections
Full-time employment