Private Client Banking Coordinator

Farmers National Bank of Canfield; Cranberry Township (OH); On-site; USD 42,000 - 62,000; Full time

Job summary

Farmers National Banc Corp. in Cranberry Twp, PA seeks an Administrative Assistant to support Private Client Relationship Managers. Responsibilities include client inquiries, account opening, loan processing, scheduling, and reporting, with a focus on confidentiality and accuracy.

The role requires a High School Diploma or GED, 5+ years banking experience, and NMLS certification (or obtain upon hire). Proficiency in Word, Excel, PowerPoint, Outlook, and general office software is expected.

Qualifications

• 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 confidential office/administrative duties with speed and accuracy.
• Proficiency in Word, Excel, PowerPoint, Internet navigation/research, and Outlook is expected.

Responsibilities

• Assist bank clients with questions related to products and services and resolve issues.
• Open new accounts, process transactions, input and close loans; provide product options and upsell when appropriate.
• Organize and schedule meetings, conference calls, and appointments.
• Maintain electronic calendar and inform Private Bankers of changes.
• Assist Private Client Relationship Managers with wealth management administrative tasks.
• Screen calls and determine next steps for follow-up.
• Manage loan pipeline through underwriting and due diligence until completion.
• Prepare and deliver presentations for clients and internal teams.
• Proofread documents and ensure accuracy and proper English usage.
• Maintain client information and files; ensure compliance with laws and regulations.
• Create reports and documents using team-provided data; use Word/Excel/PowerPoint/Outlook.
• Display professional client contact via phone, email, and in person.
• Complete mandatory training including BSA/AML; maintain attendance.
• Assist other office team members as needed.
• Other administrative duties as assigned.

Skills

Verbal and written communication

Confidential client interactions

Office software proficiency

Education

High School Diploma/GED

Associates Degree in Business Related Field

NMLS certification

Tools

Word

Excel

PowerPoint

Outlook

Internet navigation/research

Job description

Farmers National Banc Corp. in Cranberry Twp, PA seeks an Administrative Assistant to support Private Client Relationship Managers. Responsibilities include client inquiries, account opening, loan processing, scheduling, and reporting, with a focus on confidentiality and accuracy.

The role requires a High School Diploma or GED, 5+ years banking experience, and NMLS certification (or obtain upon hire). Proficiency in Word, Excel, PowerPoint, Outlook, and general office software is expected.