Banking Client Experience Specialist

Bridgewater Bank; Minneapolis (MN); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Hybrid work model

401(k) with employer match

Paid vacation & paid holidays

Job summary

Bridgewater Bank in Minneapolis is seeking a Client Specialist to be the friendly face of Deposit Services, handling in-person, phone, or email client requests with accuracy and courtesy.

Hours are Mon-Fri 8:15 AM to 4:45 PM, no weekends. Responsibilities include processing transactions, greeting clients, verifying identities, and supporting compliance while providing excellent service.

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.

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

Skills

Interpersonal communication

Customer service

Professional demeanor

Microsoft Word

Excel

Outlook

PowerPoint

ITI knowledge

Integrated Teller

Tools

Microsoft Word

Excel

Outlook

PowerPoint

ITI

Integrated Teller

Job description

Bridgewater Bank in Minneapolis is seeking a Client Specialist to be the friendly face of Deposit Services, handling in-person, phone, or email client requests with accuracy and courtesy.

Hours are Mon-Fri 8:15 AM to 4:45 PM, no weekends. Responsibilities include processing transactions, greeting clients, verifying identities, and supporting compliance while providing excellent service.