Hancock Whitney · 19 hours ago
Financial Center Leader
Santa Rosa 2 - Santa Rosa Beach, FL
Full-time
Onsite
Mid, Senior Level
4+ years expHancock Whitney is a financial services provider, and they are seeking a Financial Center Leader to manage and develop a high-performing team across financial centers. The role involves driving sales performance, ensuring operational excellence, and managing client relationships while promoting a culture of service excellence.
BankingFinancial Services
Responsibilities
Hire, train, develop, and motivate associates across one or more financial centers, fostering a high-performing, client-focused team
Conduct performance reviews, provide coaching and counseling, and build succession-ready talent
Promote a culture of service excellence and consistently deliver an exceptional experience
Set strategic objectives for centers and associates, monitor performance, and drive results through structured coaching and performance management
Drive financial center sales and service performance using a consultative approach and strategic sales planning
Oversee management of existing client relationships and the development of new consumer and small business relationships (up to $1M annual revenue)
Lead external outreach initiatives, including calls, in-person meetings, seminars, and events, to expand client base and deepen relationships
Promote and implement digital and self-service channels to enhance client convenience and engagement
Ensure financial centers operate efficiently and comply with all bank policies, procedures, and regulatory requirements
Lead staffing, scheduling, and operational planning to meet changing business and client needs
Uphold the bank’s risk management culture, including fraud mitigation, loss prevention, and regulatory compliance
Analyze branch P&L, financial performance, and operational metrics to identify opportunities for improvement
Qualification
Required
High School Diploma or GED required; Bachelor's degree preferred
Minimum of 4 years of Banking/Financial Services experience required
Minimum of 2 years of management experience required
Minimum of 1 year successful experience in sales as an individual contributor or manager required
Excellent communication, client service, and interpersonal skills
Strong analytical skills, including P&L and financial statement interpretation
Ability to manage competing priorities and lead under pressure in a dynamic retail banking environment
Adaptability, flexibility, and willingness to work financial center hours, including weekends and some evenings
Ability to travel as needed to perform essential job functions
Ability to work under stress and meet deadlines
Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions
Preferred
Bachelor's degree 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
Recent News
2026-01-09
2026-01-06
2026-01-05
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