Universal Banker
Hancock Whitney
Job TitleThank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.Essential Duties And ResponsibilitiesBuild, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations.Serve as a trusted advisor to clients, matching financial products and services to meet their goals.Proactively educate clients on self-service and digital banking solutions (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.Process routine financial center transactions accurately and efficiently, 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 internal partners (mortgage, business banking, investments) for specialized financial needs.Develop and maintain a strong sales pipeline to achieve assigned goals and contribute to branch growth.Uphold all risk management, compliance, and security standards, maintaining operational and financial soundness.Participate in community outreach and business development activities to expand the client base.Maintain awareness of surroundings, client behavior, and potential risk indicators to ensure a safe environment.Minimum Required Education, Experience & KnowledgeHigh school diploma or GED required; Bachelor's degree preferred1+ year of sales, client service, or retail experience required; prior banking experience preferredWill also consider a Bachelor's degree plus cash handling and customer service experience in retail/financial servicesDemonstrated ability to build and expand client relationshipsProficiency navigating multiple banking systems and digital toolsNMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check.Essential Mental & Physical RequirementsAbility to work Financial Center hours, including weekends and evenings, and to travel as required.Ability to work under stress and meet deadlinesAbility to lift/move/carry approximately 50 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
- ...Universal Banker Job ID: 2026-15642 Job Location: US-FL-Pensacola Overview The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of...SuggestedContract work
- ...Renasant Bank is seeking a Universal Banker in Pensacola, FL. The role delivers full-service banking by engaging customers, explaining products, opening accounts, and processing teller transactions. You will promote digital channels and maintain branch operations with...Suggested
- JOB FUNCTION / SUMMARY A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs. ESSENTIAL DUTIES & RESPONSIBILITIES Manages existing clients and...SuggestedWork at officeLocal areaAfternoon shift
- Job TitleThank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing...SuggestedWork at officeLocal areaAfternoon shift
$47.4k
...Relationship Banker Team Lead At Regions, the Relationship Banker Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products...SuggestedFull timeLocal areaFlexible hours- JPMorgan Chase in Florida seeks a Private Client Banker to serve affluent clients and a wider customer base within a Chase branch. You will manage the full banking relationship with a proactive, advice-based approach and collaborate with specialists to meet complex financial...Weekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Universal Banker. Be the first to apply!

