Client-Focused Financial Center Lead

Hancock Whitney; Plano (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Hancock Whitney in Plano, TX seeks a Financial Center Supervisor to lead daily operations and deliver superior client service. You will supervise staff, manage cash controls, and ensure compliance with banking regulations while building strong client relationships.

The role requires solid cash handling experience, effective communication skills, and knowledge of banking software. You will coordinate schedules, support risk controls, and promote digital banking solutions to clients.

Qualifications

• High School Diploma or GED required.
• Bachelor's degree with 1 year cash handling and customer service experience in retail or branch banking.
• Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook).
• Ability to navigate multiple computer systems and applications; use search tools to find information.
• NMLS registration under the SAFE Act is required; background checks will apply.
• Knowledge of banking laws and regulations.

Responsibilities

• Performs morning operational huddles.
• Handles staffing and scheduling coordination to ensure efficient operation.
• Guides associates on teller transactions and policy adherence.
• Manages opening/closing vault, Night Depository, teller setup and balancing.
• Mitigates operational loss by managing cash limits and controls.
• Resolves client issues with research and problem-solving.
• Supports risk management and dual control procedures.
• Operates ATM, cash recyclers, currency counters and coin sorters.
• Models sales and service behaviors and promotes lobby professionalism.
• Develops client relationships and cross-sell opportunities; educates on digital delivery channels.
• Drives proactive sales conversations and maintains a strong client pipeline.

Skills

Excellent communication

Technology education

Team collaboration

Follow-up skills

Regulatory awareness

Education

High School Diploma or GED

Bachelor's degree with 1 year cash handling & customer service

Tools

Microsoft Office

Job description

Hancock Whitney in Plano, TX seeks a Financial Center Supervisor to lead daily operations and deliver superior client service. You will supervise staff, manage cash controls, and ensure compliance with banking regulations while building strong client relationships.

The role requires solid cash handling experience, effective communication skills, and knowledge of banking software. You will coordinate schedules, support risk controls, and promote digital banking solutions to clients.