Private Banking Administrator

FARMERS NATIONAL BANK OF CANFIELD • Cranberry Township, PA • 3h ago

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.

Qualifications

Education

High School (required)

Skills

Private Client Services (preferred)2. Administrative Assistant (preferred)

Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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.

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

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