Private Banking Administrator

Farmers National Bank of Canfield; Cranberry Township (Butler County); On-site; USD 44,000 - 64,000; Full time

Job summary

Farmers National Banc Corp. seeks an organized Administrative Assistant to support Private Client Relationship Managers, handling client inquiries, opening accounts, processing transactions, and assisting with wealth management administration.

You will organize meetings, maintain electronic calendars, prepare presentations, and communicate with clients while safeguarding confidential information. A strong banking background and solid computer skills are essential.

Qualifications

• High School Diploma or GED required; banking experience preferred.
• Excellent verbal and written communication skills; professional phone manner.
• Ability to open accounts, process transactions, and support wealth management tasks.

Responsibilities

• Assist bank clients with questions on products and services and resolve issues.
• Open new accounts and process transactions; assist with loans as needed.
• Organize meetings, manage calendars, and prepare presentations.
• Prepare reports and communications; maintain confidential client information.

Skills

Private Client Services

Administrative Assistant

Verbal and written communication

Education

High School Diploma/GED

Associate degree in business

NMLS certification

Tools

Word

Excel

PowerPoint

Outlook

Internet navigation/research

Job description

SUMMARY

The primary responsibility of this role will be providing administrative support to the Private Client Relationship Managers.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist bank clients with questions related to products and services offered by Farmers National Bank and independently resolve both basic and complex issues when they arise
• Will open new accounts, process transactions, input and close loans when necessary. During client interactions, the incumbent will provide product options and sell products and services when the need for such products and services becomes available
• Organize and schedule meetings, conference calls, and appointments,
• Organize and maintain electronic calendar, keeping the Private Bankers appraised of all changes, additions, and cancellations
• Assist Private Client Relationship Managers in business development and administration of all wealth management products and services
• Screen incoming calls, determine criticality and importance of both caller and message, and determine the appropriate next steps
• Manager the consumer and commercial loan pipeline through underwriting and due diligence until completed
• Assist the Private Client Relationship Managers with presentations, including preparation and delivery of presentations
• Compose/type and disseminate detailed communications to internal and external clients using email, print, or fax. Ensure that appropriate precautions are maintained regarding confidential information
• Maintain important client information and files for use by the Private Client Department
• Ensure that all client files are complete and in compliance with any/all Federal, State, Local laws and regulations
• Create various reports, charts and documents using information supplied from team members
• Use traditional office software such as Word, Excel, and Power-Point, along with any proprietary software to track and manage internal and/or external data
• Display and maintain a professional approach in handling all client contact via phone, email, and in person at all times
• Proofread for accuracy, correct form, content, and proper English usage all documents prior to distribution
• Handle other clerical tasks (copying, printing, faxing, mailing, etc) as necessary
• Assist other members of the office team when needed
• Display a desire and passion to want to learn new tasks.
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
• Regular, predictable attendance is an essential requirement of this position
• Other administrative/clerical duties as assigned

EDUCATION AND/OR EXPERIENCE

• High School Diploma/GED required, Associates Degree in a Business Related Field preferred
• NMLS certification required (or obtained upon hire)
• Minimum of 5 years experience in banking and as an administrative assistant/secretary
• Proven ability to use word processing, spreadsheet, and presentation software effectively
• Strong verbal and written communication skills
• Proven ability to handle difficult and confidential client interactions
• Must be able to independently perform assigned confidential office/administrative support duties with speed and accuracy
• Use of a computer is required and a high level of proficiency is necessary for Word, Excel, Power Point, Internet navigation/research, and Outlook is expected.
• Understanding of retail banking depository and lending products.
• Understanding of wealth management functions which include investment planning, insurance planning, and trust planning.

E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

Qualifications

Education

High School (required)

Skills

• Private Client Services (preferred)
• Administrative Assistant (preferred)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.