Private Client Banking Administrator

Farmers National Bank; Cranberry Township (Butler County); On-site; USD 42,000 - 64,000; Full time

Job summary

Farmers National Bank is seeking an Administrative Assistant for the Private Client team in Cranberry Township, PA. The role focuses on providing administrative support to Private Client Relationship Managers and ensuring accurate handling of client information and communications.

You will open accounts, process transactions, schedule meetings, and assist with presentations and wealth management administration, while maintaining confidentiality and compliance with regulations.

Qualifications

• High School Diploma or GED required; Associates degree preferred.
• NMLS certification required or obtained upon hire.
• Minimum of 5 years of banking experience and administrative assistant/secretary experience.
• Proven ability to use Word, Excel, and presentation software effectively.
• Strong verbal and written communication skills; ability to handle confidential client interactions.

Responsibilities

• Assist bank clients with questions related to products and services and resolve issues.
• Open new accounts, process transactions, input and close loans when necessary; present product options.
• Organize and schedule meetings, maintain electronic calendar, and update Private Bankers on changes.
• Assist Private Client Relationship Managers in business development and wealth management administration.
• Screen calls, determine importance, and direct next steps; manage loan pipeline through underwriting until completed.
• Prepare and deliver presentations for Private Client Relationship Managers.

Skills

Banking experience

Administrative support

MS Office

Client communication

Confidential handling

Education

High School diploma

Associates degree preferred

NMLS certification

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Farmers National Bank is seeking an Administrative Assistant for the Private Client team in Cranberry Township, PA. The role focuses on providing administrative support to Private Client Relationship Managers and ensuring accurate handling of client information and communications.

You will open accounts, process transactions, schedule meetings, and assist with presentations and wealth management administration, while maintaining confidentiality and compliance with regulations.