Commercial Banking Client Services Specialist

Hancock Whitney; Idaho; On-site; USD 42,000 - 65,000; Full time

Job summary

Hancock Whitney in Idaho seeks a Commercial Client Administrator to support Relationship Managers and deliver daily client service to business clients, handling administrative and transactional tasks with attention to regulatory requirements.

This role uses nCino and Salesforce to coordinate workflows, onboard clients, verify documentation, and assist with loan payments and account setup. Collaboration with underwriting and operations ensures timely service delivery.

Qualifications

• High school diploma or equivalent; Associate’s degree preferred.
• 1 year of related support experience, preferably in a financial institution.
• 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.
• Process and maintain documentation for new and existing client accounts.
• Assist in the 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 required 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 ensure timely services.
• Maintain knowledge of bank products including merchant services, treasury, and wealth management.
• Support fraud monitoring and Enhanced Due Diligence forms.

Skills

Communication skills

Organizational skills

Microsoft Office

Banking systems

Attention to detail

Education

High school diploma

Associate’s degree preferred

Tools

nCino

Salesforce

Job description

Hancock Whitney in Idaho seeks a Commercial Client Administrator to support Relationship Managers and deliver daily client service to business clients, handling administrative and transactional tasks with attention to regulatory requirements.

This role uses nCino and Salesforce to coordinate workflows, onboard clients, verify documentation, and assist with loan payments and account setup. Collaboration with underwriting and operations ensures timely service delivery.