Client Experience Specialist — Banking & Teller Support

Bridgewater Bank; Lake Elmo (MN); On-site; USD 45,000 - 52,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) with employer match

Paid vacation

Paid holidays

Hybrid work model

Job summary

Bridgewater Bank in Lake Elmo, MN is seeking a Client Specialist for our Deposit Services team. You will greet clients in person or via phone/email, process routine transactions, and ensure a positive experience as the first point of contact.

The role emphasizes accuracy, compliance with identity verification, and collaboration with Deposit Operations to handle fraud and other requests. This non-exempt, full-time position offers a hybrid benefits package including health, retirement options, and

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.

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 Office proficiency

Education

College degree preferred

Tools

ITI knowledge

Integrated Teller familiarity

Job description

Bridgewater Bank in Lake Elmo, MN is seeking a Client Specialist for our Deposit Services team. You will greet clients in person or via phone/email, process routine transactions, and ensure a positive experience as the first point of contact.

The role emphasizes accuracy, compliance with identity verification, and collaboration with Deposit Operations to handle fraud and other requests. This non-exempt, full-time position offers a hybrid benefits package including health, retirement options, and