Treasury Services Onboarding Specialist

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

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