Northern Trust Company - Menlo Park, CA

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The Northern Trust Silicon Valley office located at 270 Third Street has an exciting opportunity for an Teller/Receptionist. The Teller/Receptionist position provides deposit relationship support for Private Banking clients. The position deals with a high level of customer service by responding to client inquiries, requests, and resolving customer issues or referring them to an appropriate party within the bank. Additional duties around reception and office management are expected including, but not limited to: Reception-Phones & Greeting; Outgoing Mail/UPS/Postage; Accounts Payable; Orders Supplies; Maintains Office Calendar.Major Duties: 1. Supports banking relationship managers in serving clients with their account needs, from the opening process through the relationship.2. Processes daily bank transactions as required by the client such as loan payments, requests for funds under established lines of credit, money transfers and banking transactions.3. Sets up various types of client accounts and services. Reviews documentation relating to accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems.4. Performs depository duties5. Interacts with partners in various areas in operating to ensure accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries.6. Keeps abreast of all new products and services to respond to client questions and to assist in selling services.7. Interacts with the client on the telephone or in person responding to inquiries and providing information.8. Sets up revolving credits, term loans, and various other commitments on the loan systems using a computer terminal to extract pertinent information.9. Maintains effective filing system to ensure responses to all inquiries and follow up action. Develops and maintains tracking system to monitor projects and their disposition.10. Assists in preparation and completion of reports. Reviews and corrects divisional reports such as loans outstanding, balances, fees, profit performance, expenses, and calls made.11. Provides training and technical expertise on administrative functions to division trainees.12. Greets visitors and performs reception triage' as to the best way in which to handle/interact with guests, vendors, etc13. Utilizes various types of software and shipping applications in order to support all office staff with bill payments, mailing and shipping support, calendaring, research, etc.
Knowledge/Skills: Knowledge of private banking products and Services, usually obtained through experience, is required to service client needs. Must have effective verbal and written communication skills, the ability to learn and use branch systems and equipment. Knowledge of branch operations, usually obtained through experience, is required to identify sources of information to resolve account discrepancies. Highly skilled work on Microsoft office applications required including word, excel, power point, etc. Ability to multi task a must.Experience: 1-2 years of Teller experience is needed as well as excellent client servicing skills.

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Northern Trust (Nasdaq: NTRS) is a global leader in delivering innovative investment management, asset and fund administration, fiduciary...