Universal Banker

Hancock Whitney • Plano, TX

6d

About The Position

The Universal Banker builds and retains client relationships, provides consultative guidance on financial products and services, and helps clients use digital and self-service banking tools. The role also processes routine transactions, supports lobby operations, identifies opportunities for referrals and business development, and follows risk, compliance, security, and operational standards. The position requires working financial center hours, including weekends and evenings, and travel as required.

Requirements

• High school diploma or GED.
• At least 1 year of sales, client service, or retail experience.
• Demonstrated ability to build and expand client relationships.
• Proficiency navigating multiple banking systems and digital tools.
• NMLS registration under the SAFE Act of 2008; employment is contingent upon successful registration and a background check.
• 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, or carry approximately 50 pounds when required to perform essential job functions, subject to accommodation.

Nice To Haves

• Bachelor’s degree.
• Prior banking experience.

Responsibilities

• 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 mobile, online, ATM, and emerging self-service banking technologies.
• Accurately and efficiently process routine transactions, including deposits, withdrawals, and loan payments.
• Greet and direct clients, monitor lobby activity and risk, and support a positive client experience.
• Refer clients to internal partners, including mortgage, business banking, and investment teams, for specialized needs.
• Develop and maintain a sales pipeline to achieve assigned goals and contribute to branch growth.
• Follow risk management, compliance, security, operational, and financial soundness standards.
• Participate in community outreach and business development activities.
• Monitor surroundings, client behavior, and potential risk indicators to help maintain a safe environment.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED