Client Specialist - Float

Bridgewater Bank; Saint Paul (MN); Presencial; USD 26 000 - 34 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare

Life insurance

Disability

Parental leave

401(k) match

Paid vacation

Paid holidays

Resumo da oferta

Bridgewater Bank seeks a friendly Client Specialist to greet clients and handle transactions in person, by phone or email, across multiple branches. This float role requires travel throughout the Twin Cities metro and delivering top-tier service with a positive, professional demeanor.

You'll process routine financial actions, verify identities, and collaborate with Deposit Operations to address issues while representing the bank with integrity in every interaction.

Qualificações

• Outstanding interpersonal and communication skills.
• Flexibility to travel to all Bridgewater locations.
• 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.
• College degree preferred.

Responsabilidades

• Process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments.
• Greet clients, answer calls, monitor inbox promptly and access client information.
• Verify client identity with each request.
• Balance Integrated Teller role, cash recycler, and vault inventory.
• Ensure all required documentation is completed for transactions.
• Complete suspicious activity incidents and fraud requests with Deposit Operations.
• Sort, distribute, and process returned mail.
• Assist with scanning of documentation into internal systems.
• Represent the bank professionally in all interactions.
• Maintain front desk, conference rooms and supplies.
• Follow policies, security requirements and BSA regulations.
• Participate in ongoing training on banking knowledge and regulations.

Conhecimentos

Interpersonal skills

Communication skills

Customer service

Adaptability

Team collaboration

Formação académica

College degree

Ferramentas

MS Office

Descrição da oferta de emprego

Bridgewater Bank is seeking an enthusiastic, customer‑oriented Client Specialist to serve as the face of the bank while providing high‑quality service across multiple branch locations. In this role, you will serve as the face of the bank as the initial welcoming contact for clients and provide superior customer service while processing client requests in person, by phone or email in a positive professional environment. This role is a float position, requiring the ability to travel throughout the Twin Cities metro.

Hours: Monday through Friday from 8:15 AM to 4:45 PM ***No weekends**

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

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
• College degree preferred

About Bridgewater Bank

Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.

We’re on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that’s why we’ve created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.

At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?

Compensation & Benefits

The typical hourly base pay for this role is $22/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.

Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to):

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Parental leave
• 401(k) with employer match
• Paid vacation & paid holidays

Please Note

The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.

STATUS:

Non-Exempt