Commercial Client Administrator

Hancock Whitney • Pensacola, FL

4d

About The Position

The Commercial Client Administrator provides essential support to Relationship Managers and direct day-to-day client service to business clients. The role helps ensure seamless operations and superior client service by performing administrative and transactional tasks, including tasks that may carry financial exposure to the bank.

The administrator serves as a point of contact for client inquiries, supports client onboarding and account documentation, assists with loan-related materials and transactions, and coordinates with internal teams to deliver client services. The role also uses operational platforms to maintain client records, supports fraud monitoring, and maintains knowledge of bank products.

Requirements

• High school diploma or equivalent.
• At least 1 year of related support experience, such as client servicing or administration, operations, or administrative support; preferably in banking or financial services.
• 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.

Nice To Haves

• Associate’s degree preferred.

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 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, operations, and other internal 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED