Client Experience Specialist (Banking)

Socket.dev; Lake Elmo (MN); Hybrid; USD 26,000 - 34,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short-term and long-term disability

Parental leave

401(k) with employer match

Paid vacation & paid holidays

Job summary

Bridgewater Bank is seeking a Client Specialist to join our Deposit Services team in Lake Elmo. You will be the face of the bank, greeting clients and handling in-person, phone, and email requests with a friendly, professional approach.

Hours are Monday–Friday 8:15 AM to 4:45 PM with no weekends. You’ll process routine transactions, verify identities, and support colleagues to ensure a superior client experience and compliance with bank policies.

Qualifications

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

Responsibilities

• Process routine financial transactions including deposits, withdrawals, transfers, and loan payments via Integrated Teller system.
• Greet clients, answer calls, monitor inbox, and access client information to ensure a positive experience.
• Verify client identity with each request.
• Balance and monitor cash drawers, vault inventory, and related procedures.
• Complete required documentation for transactions and assist with documentation scanning.
• Respond to suspicious activity and fraud requests with Deposit Operations.

Skills

Interpersonal skills

Customer service

Professional demeanor

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Education

College degree preferred

Tools

ITI knowledge

Integrated Teller

Job description

Bridgewater Bank is seeking a Client Specialist to join our Deposit Services team in Lake Elmo. You will be the face of the bank, greeting clients and handling in-person, phone, and email requests with a friendly, professional approach.

Hours are Monday–Friday 8:15 AM to 4:45 PM with no weekends. You’ll process routine transactions, verify identities, and support colleagues to ensure a superior client experience and compliance with bank policies.