Client Specialist - Lake Elmo

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

We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in Lake Elmo. 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.

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
• 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

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