Retail Sales Leader

Hancock Whitney; New Orleans (LA); On-site; USD 75,000 - 110,000; Full time

Job summary

Hancock Whitney is seeking a Retail Sales Leader to coach, direct, and motivate the front-line team across a defined region to meet agreed sales and service targets. The role drives performance through training, supervision, and cross-department collaboration.

The position requires a Bachelor’s Degree (or equivalent), 8–10 years of branch/retail experience, and 5+ years in sales leadership within retail banking, with strong P&L literacy and travel as needed.

Qualifications

• Bachelor’s Degree desired – equivalent experience is acceptable.
• Minimum 8-10 years Branch/Retail experience required.
• Minimum 5 years of sales experience in Retail/Branch Banking with a minimum 5 years managing teams.
• Ability to read and interpret a P&L and financial statements.

Responsibilities

• Organize, develop, train, and coach front-line sales team to meet sales and service targets.
• Monitor performance weekly using the sales management process.
• Collaborate with Wealth, Wholesale, Investment, Mortgage and Small Business partners to hit referral targets.
• Possess strong supervisory skills to direct and evaluate the Retail Department.

Skills

Leadership

Sales management

Coaching

P&L literacy

Education

Bachelor’s Degree

Job description

JOB FUNCTION / SUMMARY

The Retail Sales Leader coaches, directs, and motivates the front-line team for a geographical area within a region to achieve agreed upon sales and service targets.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Organize, develop, train, and coach front-line sales team to ensure they are motivated and trained to meet all sales and service targets.
• Weekly monitor performance to plan using the sales management process as outlined by Retail LOB.
• Weekly Impact Calls
• Call Labs to assist with outbound calling skills
• Weekly loan pipeline call with bankers
• Weekly investment calls with bankers and FAs
• Review needs assessments to ensure needs-based selling
• Review 2X2X2 process at each branch to ensure successful on-boarding and Hancock Hospitality guidelines are in place
• Accompany front line bankers on business development appointments
• Monitor the sales performance of competitors in local market to ensure bank remains in a competitive position.
• Work with business partners such as Wealth, Wholesale, Investment, Mortgage and Small Business to ensure assigned referral and sales targets are achieved.
• Monitor CSP results and comments to ensure a consistent superior customer experience delivered within market area.
• Model leadership effectiveness by sharing best practices and recognition of team members on a weekly basis.
• Hold self and team accountable for execution of the sales and service process as outlined by Retail LOB to ensure sales and service objectives are achieved.
• Participate in local community events to foster brand awareness and service to our markets in which we operate.
• Adhere to quarterly/annual expense budget in controllable line items such as FTE, salary dollar, controllable losses, and other controllable expense line items as outlined by Retail LOB.

Other duties and special projects as assigned by Senior Management:

Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES

• Manages employees in the Retail Department; is responsible for the overall direction, coordination and evaluation of this unit.
• Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

Bachelor’s Degree desired – equivalent experience is acceptable.

Minimum 8-10 years Branch/Retail experience required.

Minimum 5 years of sales experience in Retail/Branch Banking with a minimum 5 years managing teams.

Financial statements, financial analysis, and business strategies.

Planning, administration and overall direction of staff.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

• Excellent communication and client service skills
• Ability to manage time and competing priorities in a retail environment
• Strong interpersonal skills with the ability to interact with all levels of an organization
• Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives
• High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term
• Ability to understand and interpret a P&L and financial statements
• Ability to plan and manage staffing to meet changing Branch and client needs
• Adaptability, flexibility and ability to work branch hours, including weekends and some evenings
• Ability to travel if required to perform the essential job functions
• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to lift/move/carry approximately 30 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.