Financial Center Leader: Client Solutions & Operations

Hancock Whitney; Slidell (LA); On-site; USD 40,000 - 70,000; Full time

Job summary

Hancock Whitney in Slidell, LA seeks a Branch Leader to oversee daily operations, staff scheduling, and client service. You’ll coach associates, ensure policy adherence, and drive sales goals while maintaining risk controls.

The role demands strong cash handling, knowledge of banking regulations, and the ability to manage a fast-paced environment. Local travel is minimal with occasional evening/weekend coverage.

Qualifications

• High School Diploma or GED required.
• 3 years of cash handling and customer service in retail or branch banking, or a Bachelor’s degree with 1 year of relevant experience.
• Working knowledge of Microsoft Office and ability to navigate multiple systems.
• Strong understanding of banking laws, regulations, and policies.
• NMLS registration under the SAFE Act of 2008 required; employment contingent on registration and background checks.

Responsibilities

• Lead daily operational huddles and assign staffing and scheduling duties to ensure efficient financial center operations.
• Provide guidance, training, and performance feedback to associates on transaction accuracy, policy adherence, and client service.
• Model professional behavior and effective lobby management to support a superior client experience.
• Foster teamwork and collaboration while reinforcing service and operational standards.
• Build and maintain strong client relationships through in-person and phone interactions to identify financial needs and recommend solutions.
• Conduct financial needs assessments and proactively act upon sales opportunities to meet assigned goals.
• Educate clients on digital banking channels and self-service tools to enhance convenience and engagement.
• Refer clients to specialized partners across the bank to ensure holistic financial solutions.
• Resolve client inquiries and issues promptly and effectively using sound judgment and product knowledge.
• Drive proactive client outreach, including outbound calls and participation in community or educational events.
• Support branch-level 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, ensuring 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.
• Utilize and maintain knowledge of branch equipment (ATMs, cash recyclers, currency counters, coin sorters) to ensure functionality and service continuity.
• Promote awareness of risk management culture and ensure adherence to the Financial Center Risk Management Review process.
• Maintain situational awareness in the lobby to balance client experience and security considerations.

Skills

Staff leadership

Customer service

Sales skills

Regulatory compliance

Cash handling

Microsoft Office

Education

High School Diploma or GED

Bachelor's degree + 1 year experience

Tools

Banking systems

Job description

Hancock Whitney in Slidell, LA seeks a Branch Leader to oversee daily operations, staff scheduling, and client service. You’ll coach associates, ensure policy adherence, and drive sales goals while maintaining risk controls.

The role demands strong cash handling, knowledge of banking regulations, and the ability to manage a fast-paced environment. Local travel is minimal with occasional evening/weekend coverage.