Banking Client Services Specialist

Hancock Whitney; Houston (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Hancock Whitney is seeking a Commercial Client Administrator to provide essential support to Relationship Managers and direct day-to-day client service to business clients. This role involves handling administrative tasks and transactions with awareness of potential financial exposure for the bank.

Key duties include processing client documentation, supporting onboarding, and collaborating with underwriting, compliance, and operations to ensure timely delivery of services.

Qualifications

• Evidence of client servicing/administration experience.

Responsibilities

• Serve as the primary contact for client inquiries and resolve routine issues.
• Process and maintain documentation for new and existing client accounts, ensuring accuracy and compliance.
• Assist in preparing loan documents, credit agreements, and related banking materials.
• Monitor account activity and follow up on discrepancies or required actions.
• Support onboarding with collection and verification of required documentation.
• Utilize nCino and Salesforce to coordinate workflows and maintain client records.
• Assist clients with loan payments, transfers, and account setup with proper authorization.
• Collaborate with underwriting, compliance and operations to deliver timely client services.
• Maintain knowledge of bank products including merchant services, treasury management, and wealth management.
• Support fraud monitoring efforts and Enhanced Due Diligence forms.

Skills

Client servicing

Documentation

nCino

Salesforce

MS Office

Communication

Organization

Banking systems

Education

High school diploma

Associate’s degree preferred

Tools

Salesforce

Microsoft Excel

Job description

Hancock Whitney is seeking a Commercial Client Administrator to provide essential support to Relationship Managers and direct day-to-day client service to business clients. This role involves handling administrative tasks and transactions with awareness of potential financial exposure for the bank.

Key duties include processing client documentation, supporting onboarding, and collaborating with underwriting, compliance, and operations to ensure timely delivery of services.