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Financial Center Supervisor

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JOB FUNCTION / SUMMARY:

The Financial Center Supervisor ensures a solid operational foundation; builds relationships with clients while performing financial transactions including paying, receiving, and cash control duties; seeks to uncover financial needs, minimize loss, reduce risk, and deliver accurate and superior client service by performing the following duties.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Performs morning operational huddles.
  • Completes Staffing & Scheduling coordination and duty assignments to ensure efficient operation of the financial center.
  • Offers guidance to associates regarding teller transactions and reinforces policy and procedure.
  • Assists with financial center morning and evening duties to include opening and closing the vault, working and locking the Night Depository, setting up the Teller station with supplies and cash, balancing the Teller window/financial center, and clearing teller errors and cash items.
  • Assists in mitigating operational loss within a financial center to include managing financial center and vault cash limits, granting staff supervisory override for transactions, ensuring proper hold placement and outage resolution.
  • Performs research and problem-resolution for clients as issues arise.
  • Supports the Bank's strong risk management culture through awareness, knowledge and sound decision-making and is responsible for adherence to the financial center Risk Management Review process to include dual control procedures.
  • Accurately utilizes equipment and remains knowledgeable of equipment functionality to include ATM, Cash Recycler Machines, Currency Counters and Coin Sorters to provide financial center services.
  • Models sales and service behavior for associates and promotes professionalism to include lobby management.
  • In support of client service and lobby management, the position may:
    • Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the client’s overall financial needs.  This activity may be in the financial center, out-bound calling, or conducting educational seminars. 
    • Proactively educates clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
    • Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
    • Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
    • Processes a variety of routine and complex transactions for financial center clients, including deposits, withdrawals, and loan payment processing.
    • Engages in client and/or prospect management activities.
    • Drives proactive sales conversations and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
  • Ensures operational and financial safety and soundness.  Maintains awareness of the environment, the situation, and the client.  Leverages lobby management as a tool for managing client interactions and risk.

SUPERVISORY RESPONSIBILITIES:

Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. 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:

  • High School Diploma or general education degree (GED)
  • 3 years of cash handling and customer service experience in retail or branch banking or Bachelor’s degree and 1 year of cash handling and customer service experience in retail or branch banking
  • Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook)
  • Ability to navigate in multiple computer systems and applications, and utilize search tools to find information
  • This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results.
  • Working knowledge and understanding of laws and regulations pertaining to the banking industry

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Excellent communication skills – in person and over the phone – with proven ability to tailor features and benefits of products/services to clients with differing needs
  • Ability to learn products, services, and procedures quickly and accurately
  • Comfortable educating others on technology
  • Professional, thorough, and organized with strong follow-up skills
  • Performs well in a team environment and proactively collaborates with others to serve clients
  • Ability to understand and follow policies, procedures, and regulatory requirements.
  • 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 with competing priorities 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.

Average salary estimate

$57500 / YEARLY (est.)
min
max
$50000K
$65000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Center Supervisor, Hancock Whitney Bank

Join our dynamic team as a Financial Center Supervisor, where you will be at the forefront of delivering excellent client service at our financial center! In this vital role, you'll oversee daily operations, ensuring everything runs smoothly from morning huddles to the closing of the vault. You'll get the chance to interact with clients, assisting them with their financial needs while also performing a variety of transactions and balancing cash. Your leadership will guide a team of associates, helping them tackle teller transactions and adhering to our policies and standards. The role involves building and maintaining long-lasting relationships with clients, discussing their financial goals, and providing tailored solutions to meet their unique needs. It’s also essential to educate clients on our innovative digital options so they can enjoy 24/7 access to their accounts. As a Financial Center Supervisor, your contributions will help minimize operational loss and enhance our risk management culture, making your role critical to our success. We're looking for someone who not only possesses solid cash handling and customer service skills but is also a motivational leader ready to inspire others. If you enjoy a fast-paced environment where you can truly make a difference in people's lives, consider applying today and see how you can build your career with us!

Frequently Asked Questions (FAQs) for Financial Center Supervisor Role at Hancock Whitney Bank
What are the responsibilities of a Financial Center Supervisor at your company?

As a Financial Center Supervisor, you'll be responsible for overseeing daily operations, performing essential financial transactions, managing staff schedules, and ensuring efficient operation of the financial center. You'll also be involved in problem resolution for clients and compliance with risk management practices.

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What qualifications do I need to apply for the Financial Center Supervisor position?

To apply for the Financial Center Supervisor role, you need a High School Diploma or GED along with three years of customer service and cash handling experience in retail or banking. A Bachelor’s degree can substitute for some experience. Familiarity with Microsoft Office and understanding of banking regulations is also required.

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How does the Financial Center Supervisor contribute to client service?

The Financial Center Supervisor plays a pivotal role in client service by engaging with clients to uncover their financial needs, providing tailored solutions, and educating them on digital banking options. This proactive approach helps to foster long-lasting client relationships.

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What kind of skills are essential for a Financial Center Supervisor?

Essential skills for the Financial Center Supervisor position include strong communication abilities, leadership qualities, excellent problem-solving skills, and a thorough understanding of banking products and procedures. Knowledge of operating banking equipment and technology is also beneficial.

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What opportunities for professional development does the Financial Center Supervisor role offer?

The Financial Center Supervisor position provides numerous opportunities for professional development, including leadership training, exposure to various banking functions, and the potential for upward mobility within the organization, fostering a rewarding career path.

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Common Interview Questions for Financial Center Supervisor
Can you describe your experience in cash handling and how it relates to the Financial Center Supervisor role?

Be prepared to discuss specific instances where you've managed cash transactions accurately. Highlight your attention to detail and describe how this experience translates into overseeing a team's cash handling and operations.

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How would you handle a difficult client at the financial center?

Demonstrate your customer service skills by giving examples of how you would listen to the client’s concerns, remain calm, and seek to provide a satisfactory resolution while maintaining the center's policies.

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What leadership qualities do you bring to the Financial Center Supervisor position?

Share qualities such as your ability to motivate a team, resolve conflicts, and promote a collaborative environment. Provide examples of past leadership experiences to illustrate these qualities.

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How do you ensure compliance with banking regulations in your role?

Discuss your understanding of banking regulations and describe past experiences in which you've followed compliance protocols and how you plan to maintain those standards in the supervisor role.

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What strategies do you use to promote excellent customer service?

Talk about your approaches, such as training staff, setting performance metrics, and modeling customer-centric behavior. Provide examples of how you've successfully implemented these strategies in previous roles.

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Can you explain how you manage operational risks within a financial center?

Describe your experience in identifying potential risks, implementing mitigation strategies, and ensuring proper operational practices. Discuss your understanding of compliance requirements and how they inform your risk management approach.

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What role does technology play in your approach to banking?

Discuss your comfort level with banking technology and how you leverage it to improve service delivery, educate clients about online services, and increase operational efficiency within the financial center.

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How would you conduct staff training and development as a Financial Center Supervisor?

Talk about your training philosophy, emphasizing the importance of continuous learning and providing examples of how you have effectively delivered training programs in past positions.

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What do you believe is the most important aspect of being a Financial Center Supervisor?

Share your view on the significance of balancing client satisfaction with operational efficiency and the role that strong leadership plays in achieving this balance.

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How do you prioritize tasks when managing multiple responsibilities?

Provide insights into your organizational skills and any techniques you use, such as effective scheduling and utilizing technology, to ensure all responsibilities are handled efficiently and timely.

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Our Mission. Each day, we reaffirm our mission to help people achieve their financial goals and dreams. Our Purpose. We work hard to create opportunities for people and the communities we serve—our purpose for doing what we do. Our Promise to As...

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Full-time, on-site
DATE POSTED
March 30, 2025

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