Treasury Services Client Advocate 1

Hancock Whitney; New Orleans (LA); On-site; USD 52,000 - 75,000; Full time

Job summary

Hancock Whitney seeks a Treasury Services Client Advocate 1 to support onboarding, transition, and optimization of Treasury Management products. You will coordinate implementations, deliver training, resolve product issues, and serve as the primary resource during new-to-bank transitions and bank conversions.

You will partner with Relationship Managers and internal TM teams to ensure clients adopt the right solutions and receive timely, accurate support, while maintaining regulatory compliance

Qualifications

• Experience in Treasury Services or client onboarding.
• Strong communication and problem-solving skills.

Responsibilities

• Coordinate onboarding and transition activities for new clients.
• Lead onboarding for Treasury Management clients and ensure proper setup of accounts, services, and digital access.
• Provide onboarding communications, training, and support, including virtual or in-person sessions for new users and complex implementations.
• Serve as a resource for Treasury Management product inquiries and troubleshooting, coordinating with internal teams.
• Document interactions and milestones throughout onboarding and conduct periodic service reviews to assess client satisfaction and needs.
• Support sales teams with RFP responses and assist during bank conversions or migrations.
• Ensure compliance with all applicable federal, state, and banking regulations, including BSA.

Skills

Treasury services knowledge

Client onboarding experience

Analytical skills

Communication skills

Education

Associate degree or equivalent

Tools

Digital banking platforms

Job description

JOB FUNCTION / SUMMARY:

The Treasury Services Client Advocate 1 supports clients through the onboarding, transition, and optimization of Treasury Management products and services. This role ensures a seamless client experience by coordinating implementations, delivering training, resolving product issues, and serving as a primary resource during new-to-bank transitions and bank conversions. The advocate partners closely with Relationship Managers and internal TM teams to ensure clients adopt the right solutions and receive timely, accurate support.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Coordinate onboarding and transition activities for new clients by gathering required account and ACH information and validating product setup readiness.


• Lead onboarding and transition activities for new and existing Treasury Management clients, ensuring accounts, services, and digital access are properly established.


• Provide clients with required onboarding communications, training, and support, including virtual or in-person sessions for new users, high-profile clients, and complex implementations.


• Serve as a resource for Treasury Management product inquiries, access issues, and service troubleshooting, coordinating with internal teams as needed.


• Conduct follow-up to confirm successful setup, ensure clients receive necessary materials, and document all interactions and milestones throughout the onboarding process.


• Perform periodic service reviews to assess client satisfaction, product usage, and emerging needs, identifying opportunities for additional Treasury Management solutions and relaying insights to Relationship Managers.


• Support sales teams with RFP responses and provide client assistance during bank conversions or service migrations.


• Ensure compliance with all applicable federal, state, and banking regulations, including the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Associate's degree or equivalent from a two-year college or technical school.


• 1-2 years related experience and/or training; or equivalent combination of education and experience.


• 1-2 years’ experience in Treasury Services, Cash Management, or client onboarding within banking or financial services.


• Working knowledge of treasury products and digital banking platforms.


• Strong analytical and problem-solving skills, with the ability to manage complex client implementations.


• Exceptional communication skills, both written and verbal, with a client-focused mindset.


• Ability to manage multiple onboarding projects and meet deadlines without direct supervision.

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.