Banking Client Experience Specialist

Bridgewater Bank; Minnesota; On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic, optional term)

Disability (short/long-term)

Parental leave

401(k) with employer match

Paid vacation & holidays

Job summary

Bridgewater Bank is seeking a Client Specialist to act as the face of the bank in Orono. You will greet clients, process transactions, verify identities, and ensure accuracy while delivering superior service in person, by phone, or via email.

Responsibilities include handling deposits, withdrawals, transfers, and loan payments through Integrated Teller, promoting a positive experience, and adhering to all regulatory requirements.

Qualifications

• Excellent interpersonal and communication skills.
• Retail or customer service experience preferred.
• Professional, friendly demeanor.
• Proficiency in MS Word, Excel, Outlook, and PowerPoint.
• Knowledge of IT and Integrated Teller a plus.
• College degree preferred.

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 skills

Customer service

Professional demeanor

MS Office

IT knowledge

Education

College degree

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Integrated Teller

Job description

Bridgewater Bank is seeking a Client Specialist to act as the face of the bank in Orono. You will greet clients, process transactions, verify identities, and ensure accuracy while delivering superior service in person, by phone, or via email.

Responsibilities include handling deposits, withdrawals, transfers, and loan payments through Integrated Teller, promoting a positive experience, and adhering to all regulatory requirements.