Client Services & Banking Operations Specialist

Hancock Whitney; Clearwater (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Hancock Whitney in Clearwater, FL seeks a Commercial Client Administrator to support Relationship Managers and provide day-to-day client service for business clients. You will handle documentation, onboarding, and loan-related materials, using nCino and Salesforce to coordinate workflows while ensuring accuracy and regulatory compliance.

The role requires strong communication and organizational skills, a high school diploma or equivalent, and a readiness to learn loan documentation processes in

Qualifications

• High school diploma or equivalent; associate degree preferred.
• 1 year of related support experience, preferably in a financial institution.
• Basic knowledge of financial statements and loan documentation processes.
• Proficient in Microsoft Office Suite and banking systems.
• Strong communication and organizational 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.
• Assist in preparation of loan documents, credit agreements, and banking materials.
• Monitor account activity and follow up on discrepancies or required actions.
• Support onboarding, including collecting and verifying documentation.
• Use nCino and Salesforce to coordinate workflows and maintain records.
• Assist clients with loan payments, transfers, and account setup with proper authorization.
• Collaborate with underwriting, compliance, and operations to deliver services.
• Maintain knowledge of merchant services, treasury management, and wealth management.
• Support fraud monitoring and Enhanced Due Diligence forms.

Skills

Communication skills

Organizational skills

Attention to detail

MS Office proficiency

Banking systems knowledge

Education

High school diploma

Associate's degree preferred

Tools

nCino

Salesforce

Job description

Hancock Whitney in Clearwater, FL seeks a Commercial Client Administrator to support Relationship Managers and provide day-to-day client service for business clients. You will handle documentation, onboarding, and loan-related materials, using nCino and Salesforce to coordinate workflows while ensuring accuracy and regulatory compliance.

The role requires strong communication and organizational skills, a high school diploma or equivalent, and a readiness to learn loan documentation processes in