Treasury Services Client Support Associate

Hancock WhitneyNew Orleans, LA

About The Position

The Treasury Services Client Support Associate 1 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.

Requirements

  • 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.

Nice To Haves

  • 1 year of Treasury Products & Services experience

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.
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