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Hancock Whitney · 2 days ago

Financial Center Leader 2

Hammond, LA

Full-time

Onsite

Mid, Senior Level

2+ years exp

Hancock Whitney is a financial institution seeking a Financial Center Leader 2 to manage a level 2 financial center. The role involves driving sales and service performance, coaching associates, and ensuring compliance with bank policies while providing an exceptional client experience.

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

Retail/branch banking experienceSales management experienceTeam leadershipMicrosoft Office suiteNMLS registrationLife & Health Insurance licensesCollaborative professional skillsCommunication skillsInterpersonal skillsTime managementAdaptability

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

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 financial center and client needs

Adaptability, flexibility and ability to work financial center 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 10 pounds if required to perform the essential job functions

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

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

Demonstrated experience in developing new to bank small business relationships with annual revenues up to $1 million preferred