Client Services & Banking Operations Specialist

Hancock Whitney; West Pensacola (FL); On-site; USD 40,000 - 56,000; Full time

Job summary

Hancock Whitney seeks a Commercial Client Administrator to support Relationship Managers and provide day-to-day client service to business clients. The role involves handling documentation, onboarding, and loan-related materials while ensuring compliance with policies and regulations.

Responsibilities include resolving inquiries, processing accounts, coordinating with underwriting and operations, and maintaining accurate client records using nCino and Salesforce.

Qualifications

• 1 year of related support experience in banking or financial services.
• Basic knowledge of financial statements.
• Proficiency in Microsoft Office Suite.
• Ability to learn loan documentation processes and 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 and credit agreements.
• Monitor account activity and follow up on discrepancies.
• Support onboarding and verify required documentation.

Skills

Strong communication

Organizational skills

Attention to detail

Education

High school diploma or equivalent

Associate's degree preferred

Tools

nCino

Salesforce

Microsoft Office Suite

Job description

Hancock Whitney seeks a Commercial Client Administrator to support Relationship Managers and provide day-to-day client service to business clients. The role involves handling documentation, onboarding, and loan-related materials while ensuring compliance with policies and regulations.

Responsibilities include resolving inquiries, processing accounts, coordinating with underwriting and operations, and maintaining accurate client records using nCino and Salesforce.