Private Banking Administrator

Farmers National Bank of Canfield•Cranberry Township, PA

18h

About The Position

The Private Banking Administrator provides administrative support to Private Client Relationship Managers and assists with client service, account and loan processing, wealth management administration, and daily office operations. The role involves handling client questions and resolving issues, supporting business development, coordinating schedules and communications, managing client records and loan pipelines, and preparing reports and presentations. The administrator is expected to protect confidential information, maintain regulatory compliance, communicate professionally, and complete required training.

Requirements

High school diploma or GED required.
NMLS certification required, or to be obtained upon hire.
At least 5 years of experience in banking and as an administrative assistant or secretary.
Proven ability to use word-processing, spreadsheet, and presentation software effectively.
Strong verbal and written communication skills.
Ability to handle difficult and confidential client interactions.
Ability to independently perform assigned confidential office and administrative support duties with speed and accuracy.
Computer proficiency, including Word, Excel, PowerPoint, Internet navigation and research, and Outlook.
Understanding of retail banking deposit and lending products.
Regular, predictable attendance.

Nice To Haves

Associate degree in a business-related field preferred.
Understanding of wealth management functions, including investment planning, insurance planning, and trust planning.

Responsibilities

Assist bank clients with questions about Farmers National Bank products and services and independently resolve basic and complex issues.
Open new accounts, process transactions, and input and close loans when necessary; offer and sell relevant products and services during client interactions.
Organize and schedule meetings, conference calls, and appointments; maintain electronic calendars and notify Private Bankers of changes, additions, and cancellations.
Assist Private Client Relationship Managers with business development and administration of wealth management products and services.
Screen incoming calls, assess the importance of callers and messages, and determine appropriate next steps.
Manage the consumer and commercial loan pipeline through underwriting and due diligence until completion.
Assist with preparing and delivering presentations.
Compose, type, and distribute detailed communications to internal and external clients by email, print, or fax while protecting confidential information.
Maintain important client information and files for the Private Client Department.
Ensure client files are complete and comply with applicable federal, state, and local laws and regulations.
Create reports, charts, and documents using information supplied by team members.
Use office and proprietary software to track and manage internal and external data.
Maintain a professional approach in all client interactions by phone, email, and in person.
Proofread documents for accuracy, form, content, and proper English usage before distribution.
Perform clerical tasks such as copying, printing, faxing, and mailing.
Assist other office team members as needed and take interest in learning new tasks.
Complete mandatory and elective training, including BSA and Anti-Money Laundering procedures, and comply with applicable rules and regulations.
Maintain regular, predictable attendance.
Perform other administrative and clerical duties as assigned.