Supervisor, Treasury Service Client Support Associate

Hancock Whitney

Montgomery (AL)

On-site

USD 110,000 - 140,000

Full time

10 days ago

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Job summary

Hancock Whitney is seeking an experienced leader to oversee Treasury Services Operations, guiding Team Leads and staff to deliver compliant, efficient service. The role drives workforce planning, performance management, and risk oversight while partnering with Product, Sales, IT, Risk, and Compliance on strategic initiatives.

The ideal candidate will have extensive Treasury Services knowledge, strong communication and decision-making skills, and a proven ability to manage cross-functional

Qualifications

  • Bachelor's degree or equivalent experience in Business/Finance or related field.
  • 6+ years in Treasury Services, cash management, or banking operations.
  • 2-3+ years in people leadership, supervising team leads or senior staff.
  • Strong understanding of Treasury Services products, systems, workflows, and risk controls.
  • Proven ability to manage performance, staffing, and cross-functional initiatives.
  • Strong communication, decision-making, and change management skills.
  • Working knowledge of regulatory requirements, operational risk, and internal controls, including BSA/AML.

Responsibilities

  • Supervise Treasury Services Operations Team Leads and guide daily operations, escalations, and staff management.
  • Own staffing models, scheduling, and capacity planning to ensure service levels.
  • Ensure consistent application of policies, procedures, and controls across all teams.
  • Oversee resolution of high-risk, high-impact issues with root-cause analysis and corrective actions.
  • Lead performance management activities: goal setting, coaching, evaluations, remediation.
  • Monitor operational metrics, quality results, exceptions, and trends; drive improvements.
  • Partner with Product, Sales, IT, Risk, and Compliance on system changes and regulatory initiatives.
  • Ensure audit readiness by documentation and supporting regulatory exams.
  • Oversee training strategies, onboarding plans, and staff development.
  • Escalate significant risks or resource constraints with recommendations to management.

Skills

Communication skills
Decision making
Change management
Treasury Services knowledge
Cross-functional collaboration

Education

Bachelor's degree in Business/Finance or related field

Job description

JOB FUNCTION / SUMMARY:

Oversees Treasury Services Operations teams through direct management of Team Leads and indirect supervision of associates. Responsible for workforce planning, performance management, operational risk oversight, and service delivery consistency. Partners with senior leaders, product, IT, risk, and sales teams to ensure Treasury Services Operations support business growth, client satisfaction, and regulatory compliance.

ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Supervise Treasury Services Operations Team Leads and provide guidance on daily operations, escalations, and staff management.
  • Own staffing models, scheduling, and capacity planning to ensure service levels and operational coverage.
  • Ensure consistent application of policies, procedures, and controls across all Treasury Services Operations teams.
  • Oversee resolution of high-risk, high-impact operational and client issues; ensure root-cause analysis and corrective actions are completed.
  • Lead performance management activities, including goal setting, coaching, evaluations, and corrective action when necessary.
  • Monitor operational metrics, quality results, exceptions, and trends; drive continuous improvement initiatives.
  • Partner with Product, Sales, IT, Risk, and Compliance on system changes, new product rollouts, and regulatory initiatives.
  • Ensure audit readiness by maintaining documentation, addressing findings, and supporting regulatory exams.
  • Approve and oversee training strategies, onboarding plans, and skill development programs for operations staff.
  • Escalate significant risks, resource constraints, or client-impacting issues to management with recommendations.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • Bachelor's degree in Business, Finance, or related field preferred; equivalent experience considered.
  • 6+ years of Treasury Services, cash management, or banking operations experience.
  • Minimum 2-3 years of people leadership experience, including supervision of team leads or senior staff.
  • Strong understanding of Treasury Services products, systems, operational workflows, and risk controls.
  • Proven ability to manage performance, staffing, and cross-functional initiatives.
  • Strong communication, decision-making, and change management skills.
  • Working knowledge of regulatory requirements, operational risk, and internal controls, including BSA/AML.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • 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. 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.

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