Treasury Services Client Advocate 1

Hancock Whitney • New Orleans, LA

4d

About The Position

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.

Requirements

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree