Hancockwhitney

Hancockwhitney

Treasury Services Client Advocate 1

Hancock Whitney Center - New Orleans, LA

Sponsorship not specifiedDetected 16 days ago
CommunicationProblem Solving

About the role

  • Thank you for your interest in our company!
  • Your account will provide you access to your application information.
  • Please be sure and check the spam folder.

Responsibilities

  • Lead onboarding and transition activities for new and existing Treasury Management clients, ensuring accounts, services, and digital access are properly established.
  • 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.
  • Strong analytical and problem-solving skills, with the ability to manage complex client implementations.
  • Ability to manage multiple onboarding projects and meet deadlines without direct supervision.
  • The Treasury Services Client Advocate 1 supports clients through the onboarding, transition, and optimization of Treasury Management products and services.
  • The advocate partners closely with Relationship Managers and internal TM teams to ensure clients adopt the right solutions and receive timely, accurate support.

Requirements

  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • 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
  • You will be required to create an account (or sign in with an existing account).
  • Associate's degree or equivalent from a two-year college or technical school.
  • 1-2 years related experience and/or training
  • 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.

Benefits

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

Visa & Work Authorization

  • 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 menta
Apply directly at Hancockwhitney →Create a free account for alerts like thisView Hancockwhitney immigration profile

This listing is sourced directly from Hancockwhitney's careers page and normalized into a canonical job model.