Private Banking Administrator 1

Hancock Whitney•Houston, TX

About The Position

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.

Requirements

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
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.

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