Floating Universal Banker

Hancock Whitney Corp.

Plano (TX)

On-site

USD 42,000 - 66,000

Full time

9 days ago
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Job summary

Hancock Whitney Corp. is seeking a Floating Universal Banker at Renner Road, Plano, TX. The role focuses on building client relationships, proactive outreach, and consultative sales to match financial products with clients’ goals.

The position requires a high school diploma or GED with preferred Bachelor’s degree and 1+ year in sales or client service, preferably in banking, plus NMLS registration and comfort with digital tools.

Qualifications

  • High school diploma or GED (Bachelor’s degree preferred).
  • 1+ year of sales, client service, or retail experience; prior banking experience preferred.
  • Ability to build and expand client relationships and cross-sell.
  • Proficiency navigating multiple banking systems and digital tools.
  • NMLS registration under the SAFE Act required; background check.

Responsibilities

  • Build, manage, and retain client relationships with proactive outreach and consultative conversations.
  • Serve as trusted advisor, matching financial products to client goals.
  • Educate clients on self-service and digital banking solutions for 24/7 access.
  • Process deposits, withdrawals, and loan payments accurately.
  • Greet and direct clients, monitor risk, ensure positive experience.
  • Refer clients to internal partners for specialized needs (mortgage, business banking, investments).
  • Develop and maintain a sales pipeline to meet goals and branch growth.
  • Maintain risk/compliance standards and secure operations.
  • Participate in community outreach to expand client base.

Skills

Relationship building
Sales experience
Customer service
Digital banking tools

Education

High school diploma or GED
Bachelor’s degree preferred

Tools

Banking systems
NMLS registration

Job description

## Floating Universal BankerApply: Renner Road - Plano, TX: Full time: Posted Today: End Date: October 2, 2026 (17 days left to apply): R017767Thank 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 & RESPONSIBILITIES:*** Build, 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 & KNOWLEDGE:*** 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; employment contingent upon successful registration and background check.**ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:*** 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 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.
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