Treasury Services Client Support Associate

Hancock Whitney; New Orleans (LA); On-site; USD 42,000 - 54,000; Full time

Job summary

Hancock Whitney in New Orleans, LA seeks a Treasury Services Client Support Associate to assist commercial customers with Treasury Management products and services. You will support customers and internal teams via calls, emails, and Teams messages, and provide product training to grow customer satisfaction and retention.

The role emphasizes accuracy, compliance with laws including BSA, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• 1–2 years banking experience with a customer service focus.
• 1 year Treasury Products & Services experience preferred.
• Basic understanding of banking products and services.
• Strong attention to detail and ability to follow processes and guidelines.
• Proficient in Microsoft Office (Excel, Outlook, Word).
• Good written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Responsibilities

• Provide customer service and support for Treasury Management products and services.
• Handle inquiries from commercial customers and internal associates via calls, emails, and Teams messages.
• Deliver training on Treasury Management products and services to commercial customers.
• Coordinate with Lines of Business on system and fraud issues impacting customers.
• Support daily servicing activities for new product/service offerings.
• Ensure compliance with applicable banking laws and regulations including the Bank Secrecy Act.

Skills

Customer service

Attention to detail

Communication

Multi-tasking

Education

High school diploma or GED

Tools

Excel

Outlook

Word

Job description

JOB FUNCTION / SUMMARY

The Treasury Services Client Support Associate1, provides support to commercial customers and internal associates who utilize Treasury Management Services to enhance strategic direction and contributes to the overall success of customer satisfaction and retention.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Provide customer service and support for Treasury Management products and services.
• Support both the commercial customer base and internal associates through incoming calls, emails, and Teams messages.
• Provide customer training for Treasury Management products & services for the commercial customer base.
• Communicate with Line of Businesses on system and fraud issues impacting customers.
• Additional daily responsibilities relating to servicing the Treasury Management customer base established for new product and service offering(s).
• Comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

• High school diploma or general education degree (GED) required.
• 1-2 years of banking experience including customer service focus.
• 1 year of Treasury Products & Services experience, preferred.
• Basic understanding of banking products and services.
• Strong attention to detail and ability to follow processes and guidelines.
• Proficient in Microsoft Office (Excel, Outlook, Word).
• Good written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

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.