Private Banking Administrative Associate

Hancock Whitney; New Orleans (LA); On-site; USD 45,000 - 65,000; Full time

Job summary

Hancock Whitney in New Orleans seeks an administrative and operations support professional for Private Banker(s) in Wealth Management. You will deliver excellent client service and help maintain and grow portfolios and relationships.

Responsibilities include handling account transactions, loan packages, coordinating with attorneys and DAC, and supporting the planning team with reports and documentation.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• 3–5 years' experience in financial services or related field.
• NMLS registration under SAFE Act within 12 months of hire.

Responsibilities

• Provides quality customer service while handling transaction requests, inquiries and maintenance on accounts; open new deposit accounts.
• Builds rapport and become primary customer service contact for clients.
• Recognizes sales opportunities and cross-sell bank products and services to customers utilizing sales tools and resources.
• Prepares and submits complete loan packages to CCU and SBCU.
• Updates banker on the status of loan as it moves through the approval process.
• Reviews loan documentation prepared by another area and schedules loan closings with customers.
• Assists officer in getting updated financial information and forwarding information to the credit file.
• Engages attorneys to handle loan closings as necessary; works closely with attorneys and staff ensure loan documentation is correct.
• Coordinates with DAC to order appraisals, title commitments, hazard and flood insurance, payoffs as needed, etc.
• Attends loan closings as needed.
• Reviews signed loan documents before forwarding to booking.
• Assist banker with compiling information for certified financial plans and works as a liaison between the banker and the planning team.
• Pulls monthly reports to assist officer in managing risk with loan and deposit portfolio by closely monitoring overdrafts, delinquencies, future maturities, and past dues.
• Pulls monthly exception report to keep exceptions below standards and sends information to proper area to be cleared.
• Assists officer with other duties as needed.
• Attend Private Banker, departmental meetings, conference calls and other meeting as needed.

Education

High school diploma or equivalent

Bachelor's degree preferred

Job description

Hancock Whitney in New Orleans seeks an administrative and operations support professional for Private Banker(s) in Wealth Management. You will deliver excellent client service and help maintain and grow portfolios and relationships.

Responsibilities include handling account transactions, loan packages, coordinating with attorneys and DAC, and supporting the planning team with reports and documentation.