Commercial Client Administrator

Hancock Whitney Bank•Pensacola, FL

About The Position

The Commercial Client Administrator provides essential support to Relationship Managers and day-to-day service to business clients. The role supports smooth operations and superior client service through administrative and transactional work, including tasks that may have financial exposure to the bank. The administrator serves as a point of contact for client inquiries, supports account and loan documentation, helps with onboarding and account activity, and coordinates client services with internal teams. The position also supports fraud monitoring and requires familiarity with bank products and operational systems.

Requirements

High school diploma or equivalent.
At least 1 year of related support experience, such as client servicing or administration, operations, or administrative support; banking or financial services experience is preferred.
Basic knowledge of financial statements.
Ability to learn loan documentation processes and systems.
Proficiency in Microsoft Office Suite and banking systems.
Strong communication and organizational skills.
Ability to work under stress and meet deadlines.
Ability to operate related equipment to perform essential job functions.
Ability to read and interpret documents when required to perform essential job functions.
Ability to travel if required to perform essential job functions.
Ability to lift, move, or carry approximately 10 pounds if required to perform essential job functions, subject to accommodation.

Nice To Haves

Associate’s degree.
Experience in banking or financial services.

Responsibilities

Serve as the primary point of contact for client inquiries, resolve routine issues, and escalate 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 preparing 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 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 underwriting, compliance, and operations teams 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 identifying red-flag activity and preparing Enhanced Due Diligence forms.