Financial Center Leader — Client Advisory & Operations

Hancock Whitney; St. Francisville (LA); On-site; USD 50,000 - 75,000; Full time

Job summary

Hancock Whitney in Louisiana is seeking an experienced financial center professional to lead daily operations, staff scheduling, and adherence to banking policies. You will guide tellers, supervise cash handling, and help maintain a high standard of client service in a fast-paced retail banking environment.

You will build client relationships, conduct needs assessments, promote digital banking tools, and work with partners to deliver comprehensive financial solutions while meeting sales and

Qualifications

• 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.
• Provide guidance, training, and performance feedback to associates on transaction accuracy and client service.
• Model professional behavior and lobby management to support client experience.
• Foster teamwork while reinforcing service and operational standards.
• Build and maintain strong client relationships through in-person and phone interactions.
• Conduct financial needs assessments and proactively act upon sales opportunities.
• Educate clients on digital banking channels and self-service tools.
• Refer clients to specialized partners for holistic solutions.
• Resolve client inquiries using sound judgment and product knowledge.
• Drive proactive client outreach and participate in community events.
• Support branch-level sales initiatives and help achieve sales objectives.
• Maintain knowledge of bank products and promotions to support client acquisition and retention.
• Oversee operational integrity, cash management, and dual control procedures.
• Perform or assist with opening/closing procedures, vault management, night depository operations, teller balancing, and error resolution.
• Supervise cash limits, monitor outage resolution to mitigate operational loss.
• Maintain branch equipment knowledge to ensure functionality and service continuity.
• Promote risk management culture and adherence to the Financial Center Risk Management Review process.

Skills

Leadership

Customer service

Sales

Risk management

Operational excellence

Education

High School Diploma or GED

Bachelor's degree with 1 year relevant experience

Tools

Microsoft Office

Job description

Hancock Whitney in Louisiana is seeking an experienced financial center professional to lead daily operations, staff scheduling, and adherence to banking policies. You will guide tellers, supervise cash handling, and help maintain a high standard of client service in a fast-paced retail banking environment.

You will build client relationships, conduct needs assessments, promote digital banking tools, and work with partners to deliver comprehensive financial solutions while meeting sales and