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Private Banking Administrator
Hancock Whitney. Provide administrative and operational support to Private Banker(s) .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing administrative and operational support within Private Wealth Management, including client service, loan processing, and financial documentation management. Proficient in cross-selling bank products and maintaining client relationships while ensuring compliance with regulatory requirements.
Highest-signal resume keywords
Client ServiceLoan ProcessingCross-Selling Bank ProductsFinancial Documentation ManagementNMLS Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Documentation ReviewTransaction HandlingAccount MaintenanceFinancial Information AnalysisReport Generation
Soft Skills
Customer Relationship BuildingStress ManagementDeadline Orientation
Tools & Technologies
Loan Processing SoftwareFinancial Reporting Tools
Certifications & Qualifications
NMLS Registration
Industry Keywords
Private Wealth ManagementCommercial LendingConsumer LendingFinancial Services
About the role
Key responsibilities & impact- Provide administrative and operational support to Private Banker(s)
- Deliver customer service to Private Wealth Management clients
- Handle transaction requests, inquiries, account maintenance, and open new deposit accounts
- Build client rapport and serve as primary customer service contact
- Recognize sales opportunities and cross-sell bank products and services
- Prepare and submit complete loan packages to CCU and SBCU
- Update bankers on loan approval status
- Review loan documentation and schedule loan closings
- Assist with obtaining updated financial information and maintaining credit files
- Coordinate with attorneys on loan closings and verify loan documentation
- Order and verify appraisals, title commitments, insurance, payoffs, and related items
- Attend loan closings as needed
- Review signed loan documents before booking
- Assist with certified financial plans and liaise between bankers and the planning team
- Pull monthly reports monitoring overdrafts, delinquencies, future maturities, and past dues
- Pull monthly exception reports and route information for resolution
- Attend Private Banker, departmental, and other meetings and conference calls
- Perform other duties as assigned
Requirements
What you’ll need- 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
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 required within 12 months of hire
- Ability to work under stress and meet deadlines
- Ability to operate related equipment to perform essential job functions
- Ability to read and interpret documents as required
- Ability to travel if required
- Ability to lift/move/carry approximately 10 pounds if required, subject to accommodation
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Hancock Whitney Website LinkedIn All Job Openings 1001 - 5000 employees Founded 1899 🏥 Healthcare 📦 Logistics 🏦 Banking Healthcare
- Logistics
- Banking Hancock Whitney is a financial services company offering a range of personal, business, and commercial banking services. The company provides checking and savings accounts, loans, credit cards, currency exchange, and comprehensive digital banking services for individuals and businesses. Additionally, Hancock Whitney offers commercial loans, equipment finance, asset-based lending, treasury management, and payment solutions. Their wealth management services include private banking, investment management, trust services, and financial planning. Hancock Whitney is committed to community involvement and supports various social and environmental initiatives. The company is dedicated to delivering excellent customer service, backed by over a century of experience in the financial industry. Private Banking Administrator 🔥 57 minutes ago 🏢 New Orleans – Onsite ⏰ Full Time 🟡 Mid-level 🟠 Senior 🖥️ Administration 👻 Ghost score 13% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Provide administrative and operational support to Private Banker(s)
- Deliver customer service to Private Wealth Management clients
- Handle transaction requests, inquiries, account maintenance, and open new deposit accounts
- Build client rapport and serve as primary customer service contact
- Recognize sales opportunities and cross-sell bank products and services
- Prepare and submit complete loan packages to CCU and SBCU
- Update bankers on loan approval status
- Review loan documentation and schedule loan closings
- Assist with obtaining updated financial information and maintaining credit files
- Coordinate with attorneys on loan closings and verify loan documentation
- Order and verify appraisals, title commitments, insurance, payoffs, and related items
- Attend loan closings as needed
- Review signed loan documents before booking
- Assist with certified financial plans and liaise between bankers and the planning team
- Pull monthly reports monitoring overdrafts, delinquencies, future maturities, and past dues
- Pull monthly exception reports and route information for resolution
- Attend Private Banker, departmental, and other meetings and conference calls
- Perform other duties as assigned 🎯 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
- National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008 required within 12 months of hire
- Ability to work under stress and meet deadlines
- Ability to operate related equipment to perform essential job functions
- Ability to read and interpret documents as required
- Ability to travel if required
- Ability to lift/move/carry approximately 10 pounds if required, subject to accommodation Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score View More Administrator Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Remote jobs Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources About us Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass Resume Review AI Apply Copilot OpenClaw job finder API docs Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs