Universal Banker

Hancock Whitney Bank•Plano, TX

About The Position

The Universal Banker builds, manages, and retains client relationships through proactive outreach, needs assessments, and consultative sales conversations. The role advises clients on financial products and services suited to their goals and educates them about self-service and digital banking options, including mobile, online, ATM, and emerging technologies. The position processes routine financial center transactions, manages lobby activity, refers clients to internal specialists, and develops a sales pipeline to support assigned goals and branch growth. It also requires adherence to risk management, compliance, security, and operational standards, along with participation in community outreach and business development.

Requirements

High school diploma or GED required.
At least 1 year of sales, client service, or retail experience required.
Demonstrated ability to build and expand client relationships.
Proficiency navigating multiple banking systems and digital tools.
NMLS registration under the SAFE Act of 2008 is required; employment is contingent upon successful registration and a background check.
Ability to work financial center hours, including weekends and evenings, and travel as required.
Ability to work under stress and meet deadlines.
Ability to lift, move, or carry approximately 50 pounds if required to perform essential job functions, subject to accommodation as described in the posting.

Nice To Haves

Bachelor’s degree preferred.
Prior banking experience preferred.
A Bachelor’s degree plus cash-handling and customer-service experience in retail or financial services is also considered.

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 self-service and digital banking solutions, including mobile, online, ATM, and emerging technologies.
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 supporting a positive client experience.
Identify and refer clients to internal partners for specialized financial needs, including mortgage, business banking, and investments.
Develop and maintain a sales pipeline to achieve assigned goals and contribute to branch growth.
Uphold risk management, compliance, and security standards and maintain operational and financial soundness.
Participate in community outreach and business development activities to expand the client base.
Remain aware of surroundings, client behavior, and potential risk indicators to help ensure a safe environment.