Financial Center Supervisor

Hancock Whitney Bank•Petersburg, FL

About The Position

The Financial Center Supervisor ensures a strong operational foundation while building client relationships and performing financial transactions, cash control, and client-service duties. The role seeks to identify clients’ financial needs, minimize loss and risk, and provide accurate, high-quality service. It coordinates staffing and daily assignments, guides associates on teller transactions and procedures, supports opening and closing operations, oversees cash limits and supervisory overrides, and helps resolve client issues. The supervisor supports the bank’s risk-management practices, including dual-control procedures, and uses financial-center equipment such as ATMs, cash recyclers, currency counters, and coin sorters. The position models sales and service behaviors, manages lobby interactions, and may meet with clients and prospects in person or by phone, conduct outbound calls or educational seminars, explain self-service and digital banking options, and refer clients to other business partners. It processes routine and complex transactions, assesses financial needs, pursues sales opportunities and appointments, and promotes operational and financial safety and soundness. The supervisor provides guidance and oversight to an assigned team and coordinates and evaluates team work. Supervisory duties may include interviewing, hiring, and training associates; assigning and directing work; performance management and compensation; approving expense reports; and resolving concerns and problems. The position requires NMLS registration under the SAFE Act, with employment contingent on meeting initial and ongoing registration requirements, including acceptable background investigation results.

Requirements

High school diploma or GED and three years of cash-handling and customer-service experience in retail or branch banking; alternatively, a bachelor's degree and one year of that experience.
Working knowledge of Microsoft Office, including Word, Excel, and Outlook.
Ability to navigate multiple computer systems and applications and use search tools to find information.
NMLS registration under the SAFE Act of 2008; employment depends on meeting initial and ongoing registration requirements, including acceptable background investigation results.
Working knowledge and understanding of laws and regulations pertaining to the banking industry.
Excellent in-person and telephone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
Ability to learn products, services, and procedures quickly and accurately.
Comfort educating others on technology.
Professional, thorough, and organized, with strong follow-up skills.
Ability to work in a team environment and collaborate proactively.
Ability to understand and follow policies, procedures, and regulatory requirements.
Ability to work financial-center hours, including weekends and some evenings.
Ability to travel if required to perform essential job functions.
Ability to work under stress with competing priorities and meet deadlines.
Ability to operate related equipment, and to read and interpret documents, as required for essential job functions.
Ability to lift, move, or carry approximately 30 pounds if required for essential job functions, subject to accommodation where applicable.

Responsibilities

Conduct morning operational huddles.
Coordinate staffing, scheduling, and duty assignments to support efficient financial-center operations.
Guide associates on teller transactions and reinforce policies and procedures.
Assist with opening and closing duties, including vault operations, Night Depository procedures, teller-station setup, balancing, and clearing teller errors and cash items.
Mitigate operational loss by managing financial-center and vault cash limits, granting supervisory transaction overrides, and ensuring appropriate hold placement and outage resolution.
Research and resolve client issues.
Adhere to risk-management review requirements and dual-control procedures.
Use financial-center equipment accurately and maintain knowledge of its functionality.
Model sales and service behaviors, promote professionalism, and manage the lobby.
Build and maintain client and prospect relationships, identify financial needs, and tailor product solutions.
Educate clients about alternate delivery methods and self-service technology, including mobile, online, and ATM options.
Refer clients to business partners for specialized financial needs.
Apply product and procedural knowledge to resolve client problems efficiently.
Process routine and complex client transactions, including deposits, withdrawals, and loan payments.
Conduct client and prospect management activities and proactive sales conversations and financial needs assessments.
Identify and act on sales opportunities and build a pipeline of appointments to meet assigned sales goals.
Maintain awareness of the environment, situations, and clients to support operational and financial safety and soundness.
Provide guidance and oversight to the assigned team and coordinate and evaluate its work.
Carry out supervisory duties, which may include interviewing, hiring, training, assigning and directing work, performance management, compensation, expense-report approval, and resolving concerns.