Financial Center Supervisor

Hancock Whitney•Saint Petersburg, FL

12h•Onsite

About The Position

This role is responsible for leading daily operational huddles, assigning staffing and scheduling, and providing guidance, training, and performance feedback to associates. The supervisor will model professional behavior and effective lobby management to support a superior client experience, fostering teamwork and collaboration while reinforcing service and operational standards. The position also involves building and maintaining strong client relationships, conducting financial needs assessments, educating clients on digital banking, and referring clients to specialized partners. Additionally, the supervisor will drive proactive client outreach, support branch-level sales initiatives, and maintain knowledge of bank products and services. Operational responsibilities include overseeing operational integrity, cash management, dual control procedures, and ensuring compliance with policies and regulatory standards. This includes performing opening and closing procedures, vault management, teller balancing, and error resolution. The supervisor will also manage cash limits, grant overrides, and monitor outage resolution to mitigate operational loss, while utilizing and maintaining knowledge of branch equipment and promoting a risk management culture.

Requirements

High School Diploma or GED required.
3 years of cash handling and customer service experience in retail or branch banking, or Bachelor’s degree with 1 year of relevant experience.
Working knowledge of Microsoft Office (Word, Excel, 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 required; employment contingent upon meeting registration and background standards.

Responsibilities

Lead daily operational huddles and assign staffing and scheduling duties to ensure efficient financial center operations.
Provide guidance, training, and performance feedback to associates on transaction accuracy, policy adherence, and client service.
Model professional behavior and effective lobby management to support a superior client experience.
Foster teamwork and collaboration while reinforcing service and operational standards.
Build and maintain strong client relationships through in-person and phone interactions to identify financial needs and recommend solutions.
Conduct financial needs assessments and proactively act upon sales opportunities to meet assigned goals.
Educate clients on digital banking channels and self-service tools to enhance convenience and engagement.
Refer clients to specialized partners across the bank to ensure holistic financial solutions.
Resolve client inquiries and issues promptly and effectively using sound judgment and product knowledge.
Drive proactive client outreach, including outbound calls and participation in community or educational events.
Support branch-level sales initiatives by modeling consultative conversations and helping 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, ensuring compliance with policies and regulatory standards.
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.
Utilize and maintain knowledge of branch equipment (ATMs, cash recyclers, currency counters, coin sorters) to ensure functionality and service continuity.
Promote awareness of risk management culture and ensure adherence to the Financial Center Risk Management Review process.
Maintain situational awareness in the lobby to balance client experience and security considerations.