Client Specialist - Uptown

BRIDGEWATER BANK
US - Minnesota - Minneapolis
October 28, 2024
Financial

We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Uptown. In this role, you will serve as the face of the bank as the initial welcoming contact for clients and provides superior customer service while processing client requests in person, by phone or email in a positive professional environment.

Hours: Monday through Friday from 8:15 AM to 4:45 PM *No weekends*

RESPONSIBILITIES:

Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system
Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience
Ensure client identity verification procedure is followed with each client request
Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures
Ensure all required documentation is completed for all transactions
Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department
Sort, distribute, and process returned mail
Assist with scanning of documentation into internal systems such as Accu
Positively represent the bank in all interactions with clients, coworkers, and vendors
Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available
Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA
Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations

QUALIFICATIONS:

Outstanding interpersonal and communication skills
Prior retail or customer service experience
Professional, friendly demeanor
Proficient with Microsoft Word, Excel, Outlook, and PowerPoint
Knowledge of ITI and Integrated Teller a plus
College degree preferred

ABOUT BRIDGEWATER BANK:

Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.

We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.

At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?

PLEASE NOTE:

The above is intended to describe the general content of and requirements for this position.It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.

STATUS: Non-Exempt

Read the full job description and apply online on the recuiter's web-site

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