Hancock Whitney · 1 month ago
Financial Center Leader 2
East Freeway - Houston, TX
Full-time
Onsite
Mid, Senior Level
2+ years expHancock Whitney is a financial services company, and they are seeking a Financial Center Leader 2 to manage a level 2 financial center. The role involves overseeing operations, driving sales and service performance, and ensuring a superior client experience while managing a team.
BankingFinancial Services
Responsibilities
Maintains a superior culture of service by actively identifying, coaching, developing, training, motivating, and supporting associates to establish and maintain relationships with clients and to provide an overall meaningful client experience
Leads the financial center to increase growth and profitability using a consultative approach and a structure process of providing coaching and support that drives improved associate performance. Sets clear objectives for the financial center and associates, monitors progress and tracks results
Manages existing clients and prospects with strong external outreach; by phone, email and in person, to build and maintain strong, lasting relationships, discover financial needs, and tailor product and service solutions to meet the client’s overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars
Conducts calling activities to generate new small business relationships and to maintain and expand existing consumer and small business relationship. Small business relationships handled by the financial center are business with annual revenues up to $1 million
Ensures both self and associates are well trained to educate clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options to access their accounts 24 hours a day/7 days a week and to apply product and procedural knowledge to solve client problems appropriately and efficiently
Ensures effective lobby management, which includes actively engaging, greeting, and directing lobby traffic, while promoting Digital alternatives to all prospects and existing clients
Responsible for ensuring completion of the Staffing and Scheduling coordination and duty assignments to ensure efficient operation of the financial center
Supports and is responsible for the Bank's strong risk management culture through awareness, knowledge, and sound decision making. Responsible for ensuring all transactions and practices within span of control comply with all regulations and for keeping the financial center in compliance with all bank policies, procedures, including fraud mitigation, loss prevention and risk management
Maintains strong relationships with internal business partners to provide clients with experts who can assist them with their specialized financial needs
Serves as a representative in various civic and community functions to further enhance the Bank’s brand image and develop additional business
Qualification
Required
High School Diploma or general education degree (GED) is required
2 years of retail/branch banking experience
1 year of previous success in sales as an individual contributor or manager
Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook)
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge and interest in connecting clients to available technology
This position requires National Mortgage Licensing System and Registry (NMLS) registration
Working knowledge and understanding of laws and regulation pertaining to the banking industry
Experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapters of national organizations such as the United Way
Preferred
Bachelor's degree preferred or equivalent experience
1 year of experience managing and leading a team is preferred
State Life & Health Insurance licenses preferred
Demonstrated experience in developing new to bank small business relationships with annual revenues up to $1 million preferred
Company
Hancock Whitney
Hancock Whitney is offers a wide array of banking and financial services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Achary
CFO
Shane Loper
Chief Operating Officer
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