Client Onboarding & Banking Operations Specialist

Hancock Whitney; Louisiana (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

Hancock Whitney in the United States is seeking a Commercial Client Administrator to provide essential support to Relationship Managers and direct day-to-day service to business clients. The role focuses on accurate processing of documentation, loan materials, and banking transactions.

You will use systems like nCino and Salesforce to coordinate workflows, monitor activity, and ensure compliance with policies and regulations while delivering reliable client service.

Qualifications

• High school diploma or equivalent required; Associate’s degree preferred.
• 1 year of related client servicing/administration experience.
• Basic knowledge of financial statements.
• Proficient with Microsoft Office and banking systems.
• Strong communication and organization skills.

Responsibilities

• Serve as the primary point of contact for client inquiries and resolve routine issues.
• Process and maintain documentation for new and existing client accounts with accuracy and regulatory compliance.
• Assist in the preparation of loan documents and other banking materials.
• Monitor account activity and follow up on discrepancies or required client actions.
• Support relationship managers with client onboarding and documentation verification.
• Use platforms like 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 and treasury management.
• Support fraud monitoring and Enhanced Due Diligence forms.

Skills

Customer service

Communication

Attention to detail

Education

High school diploma or equivalent

Associate’s degree

Tools

Microsoft Office Suite

nCino

Salesforce

Job description

Hancock Whitney in the United States is seeking a Commercial Client Administrator to provide essential support to Relationship Managers and direct day-to-day service to business clients. The role focuses on accurate processing of documentation, loan materials, and banking transactions.

You will use systems like nCino and Salesforce to coordinate workflows, monitor activity, and ensure compliance with policies and regulations while delivering reliable client service.