Financial Center Supervisor

Hancock Whitney•Plano, TX

23h

About The Position

The Financial Center Supervisor supports the daily operation of a financial center by leading staff, delivering strong client service, supporting sales and business development, and maintaining operational integrity and risk controls. The role includes coordinating staffing and schedules, coaching associates, building client relationships, identifying financial needs, educating clients about digital banking, and helping resolve inquiries. The supervisor also supports branch sales initiatives and client outreach, oversees cash management and dual-control procedures, assists with opening and closing activities, and monitors equipment and operational issues. The position requires a high school diploma or GED and relevant cash-handling and customer-service 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.
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.
Guide, train, and provide performance feedback to associates on transaction accuracy, policy adherence, and client service.
Model professional behavior and effective lobby management to support a strong client experience.
Foster teamwork and reinforce service and operational standards.
Build and maintain client relationships through in-person and phone interactions, identifying financial needs and recommending solutions.
Conduct financial needs assessments and pursue 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 participation in community or educational events.
Support branch 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 in 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.
Use and 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 lobby situational awareness while balancing client experience and security.