Relationship Banker — Grow Client Portfolios & Digital Banking

Hancock Whitney Corp.; Plano (TX); On-site; USD 36,000 - 68,000; Full time

Job summary

Hancock Whitney in Plano, TX is seeking a customer-focused financial center professional to build client relationships and drive growth through proactive outreach, needs assessments, and consultative sales conversations.

You will educate clients on digital banking, process routine transactions, and collaborate with mortgage, business banking, and investments teams to meet client goals while upholding risk and compliance.

Qualifications

• High school diploma or GED required.
• 1+ year of sales, client service, or retail experience required.
• Prior banking experience preferred.
• NMLS registration under the SAFE Act of 2008 required.
• Demonstrated ability to build and expand client relationships.
• Proficiency navigating multiple banking systems and digital tools.

Responsibilities

• Build, manage, and retain client relationships by conducting proactive outreach and consultative conversations.
• Serve as a trusted advisor to clients, matching financial products to goals.
• Educate clients on self-service and digital banking solutions to ensure 24/7 account access.
• Process routine financial center transactions accurately and efficiently.
• Manage lobby activity by greeting clients and ensuring a positive experience.
• Refer clients to internal partners for specialized financial needs.
• Develop and maintain a strong sales pipeline to achieve goals and branch growth.
• Uphold risk management, compliance, and security standards.

Skills

Client relationship development

Consultative sales

Digital banking tools

Education

High school diploma or GED

Bachelor’s degree preferred

NMLS registration under SAFE Act of 2008 required

Background check required

Job description

Hancock Whitney in Plano, TX is seeking a customer-focused financial center professional to build client relationships and drive growth through proactive outreach, needs assessments, and consultative sales conversations.

You will educate clients on digital banking, process routine transactions, and collaborate with mortgage, business banking, and investments teams to meet client goals while upholding risk and compliance.