Commercial Banking Client Services Specialist

Hancock Whitney Corp.; Panama City (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Hancock Whitney Corp. in Panama City, FL is seeking a Commercial Client Administrator to support Relationship Managers and provide day-to-day client service for business clients. You will handle account documentation and coordinate with teams to ensure accurate and timely service.

The role requires a high school diploma, familiarity with banking processes, and proficiency in MS Office, nCino, and Salesforce. This position is based in Panama City and involves routine client interactions.

Qualifications

• High school diploma or equivalent; Associate’s degree preferred.
• 1 year of related support experience.
• Basic knowledge of financial statements.
• 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

Customer service

Communication skills

Organizational skills

MS Office

Education

High school diploma or equivalent

Associate's degree preferred

Tools

nCino

Salesforce

Job description

Hancock Whitney Corp. in Panama City, FL is seeking a Commercial Client Administrator to support Relationship Managers and provide day-to-day client service for business clients. You will handle account documentation and coordinate with teams to ensure accurate and timely service.

The role requires a high school diploma, familiarity with banking processes, and proficiency in MS Office, nCino, and Salesforce. This position is based in Panama City and involves routine client interactions.