This position will serve as the full time receptionist for The Private Bank office in Summit, NJ. Primary job function is to answer phones and greet and direct visitors. Duties may include: performing routine clerical tasks; routine data entry or word processing assignments; distributing incoming mail; operating basic office equipment.
6+ months experience with meeting deadlines.
Ability to communicate effectively both in person, over the phone, and in writing. Demonstrated skills in using Microsoft office products. Good customer service skills, attention to detail, and ability to prioritize daily tasks. Ability to work independently and multitask in a busy corporate office environment. Ability to answer multiple phone lines and forward calls appropriately; schedule meetings; open mail; send and receive faxes.
1+ year client service experience
1+ year receptionist experience and/or administrative experience
Local Wealth knowledge preferred
Ability to work with and take direction from people at a variety of job levels
Knowledge of the WBR structure and systems (i.e. Client Link)
Familiarity with banking systems (i.e. Hogan, SVP.)
Wells Fargo - 20 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...