Financial Center Supervisor

Hancock Whitney•Slidell, LA

About The Position

The Financial Center Supervisor leads daily financial center operations, including staffing, scheduling, team guidance, training, and performance feedback. The role supports a strong client experience by modeling professional behavior, managing the lobby, building client relationships, assessing financial needs, recommending solutions, educating clients about digital banking, and resolving inquiries and issues. The supervisor also supports sales and business development through client outreach, consultative conversations, and participation in branch initiatives. Operational responsibilities include cash management, dual control, opening and closing procedures, vault and night depository operations, teller balancing, error resolution, overrides, equipment readiness, and compliance with bank policies and regulatory standards. The position requires a high school diploma or GED and relevant customer service and cash-handling experience, or a bachelor’s degree with relevant experience. NMLS registration under the SAFE Act is required, subject to registration and background standards.

Requirements

  • High school diploma or GED required; alternatively, a bachelor’s degree with one year of relevant experience.
  • Three years of cash handling and customer service experience in retail or branch banking, or a bachelor’s degree with one year of relevant experience.
  • Working knowledge of Microsoft Office, including Word, Excel, and Outlook, and ability to navigate multiple systems.
  • Strong understanding of banking laws, regulations, and policies.
  • Registration with the National Mortgage Licensing System (NMLS) under the SAFE Act of 2008; employment is contingent upon meeting registration and background standards.
  • 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 where applicable.

Responsibilities

  • Lead daily operational huddles and assign staffing and scheduling duties.
  • Provide associates with guidance, training, and performance feedback on transaction accuracy, policy adherence, and client service.
  • Model professional behavior and effective lobby management to support the client experience.
  • Foster teamwork and reinforce service and operational standards.
  • Build and maintain client relationships through in-person and phone interactions; identify financial needs and recommend solutions.
  • Conduct financial needs assessments and act on sales opportunities to meet assigned goals.
  • Educate clients on digital banking channels and self-service tools.
  • Refer clients to specialized bank partners for holistic financial solutions.
  • Resolve client inquiries and issues promptly using sound judgment and product knowledge.
  • Conduct proactive client outreach, including outbound calls, and participate in community or educational events.
  • Support branch sales initiatives and help the team achieve sales and service objectives.
  • Maintain knowledge of bank products, services, and promotions to support client acquisition and retention.
  • Oversee operational integrity, cash management, and dual control procedures in compliance with policies and regulations.
  • Perform or assist with opening and closing procedures, vault management, night depository operations, teller balancing, and error resolution.
  • Supervise cash limits, grant overrides as appropriate, and monitor outage resolution to mitigate operational loss.
  • Maintain knowledge of branch equipment, including ATMs, cash recyclers, currency counters, and coin sorters, to support functionality and service continuity.
  • Promote risk management awareness and ensure adherence to the Financial Center Risk Management Review process.
  • Maintain situational awareness in the lobby to balance client experience and security.
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