Financial Center Supervisor

Hancock Whitney Bank•Plano, TX

About The Position

The Financial Center Supervisor leads daily financial center operations, supports and develops associates, and helps deliver a strong client experience. The role includes staffing coordination, coaching, client relationship management, support for sales and outreach, and oversight of cash handling, operational controls, security, and regulatory compliance. The supervisor also uses branch equipment and helps resolve operational issues to maintain service continuity.

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 on meeting registration and background standards.
  • Ability to work under stress and meet deadlines.
  • Ability to lift, move, or carry approximately 50 pounds when required to perform essential job functions, subject to accommodation.

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 conduct and effective lobby management, and promote teamwork and service standards.
  • Build client relationships through in-person and phone interactions, assess financial needs, and recommend appropriate solutions.
  • Identify sales opportunities, educate clients about digital banking and self-service tools, and refer clients to specialized bank partners.
  • Resolve client inquiries and issues promptly using sound judgment and product knowledge.
  • Support client outreach through outbound calls and participation in community or educational events.
  • Model consultative conversations and support branch sales and service objectives.
  • Maintain knowledge of bank products, services, and promotions to support client acquisition and retention.
  • Oversee operational integrity, cash management, dual control procedures, and 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.
  • Maintain knowledge of branch equipment, including ATMs, cash recyclers, currency counters, and coin sorters, to ensure functionality and service continuity.
  • Promote risk management awareness and adherence to the Financial Center Risk Management Review process.
  • Maintain lobby situational awareness to balance client experience and security.
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