Client Onboarding & Services Specialist

Hancock Whitney; Lafayette (LA); On-site; USD 35,000 - 52,000; Full time

Job summary

Hancock Whitney is seeking a Commercial Client Administrator in Lafayette, LA to support Relationship Managers and provide everyday client service to business clients. You will process accounts, ensure regulatory compliance, and coordinate with underwriting, compliance, and operations to deliver timely services.

The role emphasizes attention to detail, ability to learn loan processes, and proficiency in Microsoft Office Suite within a banking environment.

Qualifications

• High school diploma or equivalent required; associate’s degree preferred.
• 1 year of related support experience such as client servicing/administration or operations, preferably in banking/financial services.
• Proficient in Microsoft Office Suite and banking systems; able to learn loan documentation processes.

Responsibilities

• Serve as primary contact for client inquiries and resolve routine issues; escalate complex matters as needed.
• Process and maintain documentation for new and existing client accounts with accuracy and compliance.
• Assist in preparing loan documents, credit agreements, and other banking materials.

Skills

Communication skills

Organizational skills

Microsoft Office Suite

Education

High school diploma or equivalent

Associate’s degree preferred

Tools

nCino

Salesforce

Job description

Hancock Whitney is seeking a Commercial Client Administrator in Lafayette, LA to support Relationship Managers and provide everyday client service to business clients. You will process accounts, ensure regulatory compliance, and coordinate with underwriting, compliance, and operations to deliver timely services.

The role emphasizes attention to detail, ability to learn loan processes, and proficiency in Microsoft Office Suite within a banking environment.