Client Experience Specialist – Banking Services (In-Person)

Bridgewater Bank; Navarre (MN); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Life insurance

Disability insurance

Parental leave

401(k) with employer match

Paid vacation

Paid holidays

Job summary

Bridgewater Bank in Orono, MN seeks a Client Specialist to be the face of the bank, welcoming clients and delivering superior service while handling requests in person, by phone or email in a positive, professional environment.

Hours are Monday through Friday from 8:15 AM to 4:45 PM with no weekends. Responsibilities include processing deposits, withdrawals, transfers, and loan payments, verifying identities, and maintaining documentation and security standards across all client interactions.

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 IT 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

Communication skills

Customer service

Interpersonal skills

Professionalism

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Integrated Teller system

Job description

Bridgewater Bank in Orono, MN seeks a Client Specialist to be the face of the bank, welcoming clients and delivering superior service while handling requests in person, by phone or email in a positive, professional environment.

Hours are Monday through Friday from 8:15 AM to 4:45 PM with no weekends. Responsibilities include processing deposits, withdrawals, transfers, and loan payments, verifying identities, and maintaining documentation and security standards across all client interactions.