Client Experience Specialist — Travel to 9 Branches

Ultipro; Saint Paul (MN); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Basic term 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 friendly, customer-focused Client Specialist to greet clients and handle in-person, phone, or email requests across multiple branches. This float role requires travel throughout the Twin Cities metro and offers a daytime schedule with no weekends.

Responsibilities include processing transactions, compliance checks, and supporting operations such as scanning, mail handling, and front desk duties.

Qualifications

• Outstanding interpersonal and communication skills.
• Flexibility to travel to all 9 Bridgewater locations.
• Strong adaptability across different branches and team environments.
• 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.
• Greet all clients, answer phone calls, monitor client services inbox and access client information to ensure a positive experience.
• Ensure client identity verification procedure is followed with each client request.
• Balance assigned Integrated Teller role, cash recycler, and vault inventory.
• Ensure all required documentation is completed for all transactions.
• Complete suspicious activity incidents and process fraud requests with Deposit Operations.
• Sort, distribute, and process returned mail.
• Assist with scanning of documentation into internal systems.
• Positively represent the bank in interactions with clients, coworkers, and vendors.
• Maintain conference rooms, kitchen and front desk and ensure supplies are available.
• Adhere to policies, security requirements and government regulations including BSA.
• Participate in on-going training to stay updated on banking and regulations.

Skills

Interpersonal skills

Communication skills

Travel willingness

Adaptability

Customer service experience

Professional demeanor

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Integrated Teller knowledge

Tools

Integrated Teller

Job description

Bridgewater Bank is seeking a friendly, customer-focused Client Specialist to greet clients and handle in-person, phone, or email requests across multiple branches. This float role requires travel throughout the Twin Cities metro and offers a daytime schedule with no weekends.

Responsibilities include processing transactions, compliance checks, and supporting operations such as scanning, mail handling, and front desk duties.