Senior Commercial Client Services Specialist

Hancock Whitney; Saint Petersburg (FL); On-site; USD 52,000 - 68,000; Full time

Job summary

Hancock Whitney seeks a Senior Commercial Client Administrator to provide expert administrative and operational support to Relationship Managers and business clients. You will handle complex inquiries, assist with loan documents, and coordinate workflows across bank areas.

Role requires solid banking knowledge, proficiency with loan documentation, and the ability to mentor junior staff while ensuring regulatory compliance.

Qualifications

• Associate degree preferred; business/finance is a plus.
• 2 years in banking/financial services or related support.
• Working knowledge of loan documentation and financial statements.
• Proficient in banking systems and Microsoft Office Suite.
• Strong organizational, problem-solving and client service skills.

Responsibilities

• Handle complex client inquiries, account transactions, and documentation.
• Prepare, review, and coordinate loan documentation using nCino and Salesforce.
• Liaise among Relationship Managers and bank areas to coordinate workflows.
• Monitor account activity and address risks or discrepancies.
• Support fraud monitoring and Enhanced Due Diligence forms.
• Identify opportunities to sell ancillary services and support reviews.
• Participate in joint calls with clients at Relationship Managers’ invitation.
• Provide advanced admin support: manage deposits, accounts, loan payments, transfers.
• Ensure compliance with regulations and internal policies.
• Mentor and assist junior Commercial Client Administrators.

Skills

Client service

Banking systems

MS Office

Documentation review

Education

Associate degree preferred

Bachelor's degree in business/finance a plus

Tools

nCino

Salesforce

Job description

Hancock Whitney seeks a Senior Commercial Client Administrator to provide expert administrative and operational support to Relationship Managers and business clients. You will handle complex inquiries, assist with loan documents, and coordinate workflows across bank areas.

Role requires solid banking knowledge, proficiency with loan documentation, and the ability to mentor junior staff while ensuring regulatory compliance.