Financial Center Leader

Hancock Whitney•Rockwall, TX

About The Position

The Financial Center Leader oversees one or more financial centers, leading teams to deliver strong client service, sales growth, and operational performance. The role includes hiring, training, developing, and motivating associates; setting objectives; monitoring results; coaching performance; and developing talent for succession. The leader drives sales and service through consultative planning, manages existing client relationships, and develops new consumer and small business relationships with businesses up to $1 million in annual revenue. The role also leads outreach through calls, meetings, seminars, and events, and promotes digital and self-service channels. The position is responsible for efficient center operations and compliance with bank policies, procedures, and regulatory requirements. Duties include staffing and scheduling, risk management and loss prevention, and analyzing profit and loss, financial performance, and operational metrics to identify improvements. The role requires travel as needed and flexibility to work financial center hours, including weekends and some evenings.

Requirements

High school diploma or GED required.
At least 4 years of banking or financial services experience.
At least 2 years of management experience.
At least 1 year of successful sales experience as an individual contributor or manager.
Excellent communication, client service, and interpersonal skills.
Strong analytical skills, including the ability to interpret P&L and financial statements.
Ability to manage competing priorities and lead under pressure in a dynamic retail banking environment.
Adaptability, flexibility, and willingness to work financial center hours, including weekends and some evenings.
Ability to travel as needed.
Ability to work under stress and meet deadlines.
Ability to lift, move, or carry approximately 25 pounds if required to perform essential job functions, subject to accommodation.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Hire, train, develop, and motivate associates across one or more financial centers.
Conduct performance reviews and provide coaching and counseling; develop succession-ready talent.
Promote service excellence and an exceptional client experience.
Set strategic objectives, monitor performance, and drive results through coaching and performance management.
Drive financial center sales and service performance through consultative approaches and strategic sales planning.
Manage existing client relationships and develop new consumer and small business relationships with annual revenue up to $1 million.
Lead external outreach, including calls, in-person meetings, seminars, and events.
Promote and implement digital and self-service channels.
Ensure efficient financial center operations and compliance with bank policies, procedures, and regulatory requirements.
Lead staffing, scheduling, and operational planning to meet business and client needs.
Uphold risk management practices, including fraud mitigation, loss prevention, and regulatory compliance.
Analyze branch P&L, financial performance, and operational metrics to identify opportunities for improvement.
Travel as needed to perform essential job functions.