Commercial Banking Client Operations Specialist

Hancock Whitney Corp.; Houston (TX); On-site; USD 46,000 - 58,000; Full time

Job summary

Hancock Whitney Corp. in Houston seeks a Commercial Client Administrator to support Relationship Managers and provide day-to-day client service for business clients, handling administrative tasks with potential financial exposure to the bank.

This role processes new accounts and loan documents, coordinates with underwriting and operations, and uses nCino and Salesforce to maintain accurate client records, ensuring compliance.

Qualifications

• High school diploma or equivalent; Associate’s degree preferred.
• 1 year of related support experience such as client servicing/administration, operations and administrative, preferably in banking/financial services.
• Basic knowledge of financial statements.
• Ability to learn loan documentation processes and systems.
• Proficient in Microsoft Office Suite and banking systems.
• Strong communication and organizational skills.

Responsibilities

• Serve as the primary point of contact for client inquiries, resolving routine issues and escalating complex matters as needed.
• Process and maintain documentation for new and existing client accounts, ensuring accuracy and compliance with internal policies and regulatory requirements.
• Assist in the preparation of loan documents, credit agreements, and other banking-related materials.
• Monitor account activity and follow up on discrepancies or required client actions.
• Support relationship managers with client onboarding, including collecting and verifying required documentation.
• Use operational platforms such as nCino and Salesforce to coordinate workflows and maintain accurate client records.
• Assist clients with loan payments, transfers, and account setup, ensuring appropriate authorization.
• Collaborate with internal teams such as underwriting, compliance, and operations to ensure timely delivery of client services.
• Maintain knowledge of bank products, including merchant services, treasury management, and wealth management.
• Support fraud monitoring efforts, including red flag activity and preparing Enhanced Due Diligence forms.

Skills

Client servicing

Administration

Banking operations

MS Office

Education

High school diploma

Associate’s degree

Tools

nCino

Salesforce

Job description

Hancock Whitney Corp. in Houston seeks a Commercial Client Administrator to support Relationship Managers and provide day-to-day client service for business clients, handling administrative tasks with potential financial exposure to the bank.

This role processes new accounts and loan documents, coordinates with underwriting and operations, and uses nCino and Salesforce to maintain accurate client records, ensuring compliance.