Private Banking Administrator 1

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 40,000 - 60,000; Full time

Job summary

Hancock Whitney Corp. seeks an administrative support professional to back Private Bankers in Wealth Management, delivering excellent client service and helping to grow client portfolios. You will coordinate loan packages, closings, and related tasks while maintaining strong client relationships.

The role involves handling inquiries, processing transactions, and collaborating with attorneys and planning teams to ensure accurate documentation and timely service for Private Wealth clients.

Qualifications

• Requires strong customer service and communication skills.
• Experience supporting private bankers or wealth management teams is a plus.
• Must be able to coordinate loan-related documentation and processes.

Responsibilities

• Provide administrative and operational support to Private Bankers and Wealth Management clients.
• Assist with loan packages, closings, and related documentation.
• Cross-sell bank products and service offerings using sales tools and client data.

Skills

Customer service

Relationship building

Attention to detail

Education

High school diploma or equivalent

Bachelor’s degree preferred

Job description

JOB FUNCTION / SUMMARY:

Provides administrative and operational support to Private Banker(s) by delivering excellent customer service to Private Wealth Management clients while contributing to the overall goals and objectives of Wealth Management. Assists Private Banker(s) with maintaining and growing customer relationships and portfolios.

ESSENTIAL DUTIES & 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 various sales tools and resources (including but not limited to household lists and lead generation reports)
• 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. and verify receipt by DAC on a daily basis or as needed 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

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

High school diploma or equivalent required; Bachelor’s degree preferred 3-5 years’ experience and/or training in financial services; or equivalent combination of education and experience. Commercial or consumer lending experience in a client support function preferred. This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 within 12 months of hire

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers.

All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values- timeless ideals vital to our culture since the 1800s that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility.

A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future.