Executive Banking Associate

Bridgewater Bank; Saint Louis Park (MN); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Healthcare

401(k) with employer match

Paid vacation

Parental leave

Dental, vision insurance

Job summary

Bridgewater Bank in Saint Louis Park, MN seeks an Executive Banking Associate to support the Deposit Services team. You will onboard clients, open accounts, set up services, gather documents, and assist with business development while delivering a high-touch client experience.

You will collaborate with Relationship Management to onboard clients and respond to inquiries with accuracy. This role emphasizes strong customer service, teamwork, attention to detail, and proficiency with MS Office to

Qualifications

• Bachelor’s degree in finance, economics, business, or related field preferred.
• Superior customer service skills with mastered deposit products.
• Superior analytical/reasoning skills.
• Detail oriented with strong organizational skills.

Responsibilities

• Customer Service / Client Management Functions: develop client relationships and onboard clients.
• Deposit Account Responsibilities: open, renew, and service deposit accounts; set up online banking.
• Loan Responsibilities: collect documents for consumer loan processing and underwriting.
• Sales Activities: identify cross-selling opportunities and respond to inquiries.
• Other Responsibilities: coordinate with Treasury, Support, and Branches; ensure onboarding timelines.

Skills

Customer service

Analytical skills

Attention to detail

Teamwork

MS Office

Communication skills

Education

Bachelor’s degree in finance, economics, business, or related field

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

We are seeking an Executive Banking Associate to join our Deposit Services team at our corporate office in St. Louis Park. Reporting to the AVP Executive Banking Associate, the Executive Banking Associate will provide clients with a professional, high-touch banking experience by assisting with all areas of the consumer client management process – onboarding, account opening, key service setup, gathering deposit and loan documentation, handling direct client inquiries, and assisting in business development efforts of team.

Responsibilities

• Customer Service / Client Management Functions
  • Develop and cultivate long-term client relationships to ensure client satisfaction
  • Partner with Relationship Management to attend meetings, onboard clients and become first point of contact for consumer deposit needs
  • Maintain frequent and open lines of communication to ensure a successful client experience
  • Conduct outreach to welcome new clients and follow up on requests
• Deposit Account Responsibilities
  • Maintains expert knowledge of deposit products and services with developing knowledge of loans to ensure clients are aware of BWB offerings
  • Open, renew, and service all types of deposit accounts
  • Responsible for setting up key deposit account services including online banking profiles, mobile banking, ordering checks/debit cards, and assisting with online bill pay & wire originations
• Loan Responsibilities
  • Work with clients to collect application and supporting documentation to process consumer loan requests
  • Collect supporting documents to facilitate timely underwriting and consumer loan closings
  • Collect and deliver signed loan documentation to the Loan Coordination team for loan booking
• Sales Activities
  • Identify cross-selling opportunities through client engagement
  • Review client documents to uncover additional opportunities
  • Respond to clients’ inquiries and credit requests and keep Relationship Managers apprised of client activity
• Other Responsibilities
  • Responsible for working closely with other departments (Treasury Management, Support, Branches, etc.) when onboarding a shared client to ensure onboarding requirements and timelines are met
  • Provides input and suggestions for new services and product ideas
  • Positively represents the bank in all interactions with clients, coworkers, and vendors
  • Maintains an understanding of bank’s security policies and procedures
  • Adheres to the bank’s policies, procedures, security requirements and government regulations including (but not limited to) BSA
  • Maintain Notary Commission for client requests and loan closings
  • Other duties as assigned

Qualifications

• 3+ years related banking experience
• Bachelor’s degree in finance, economics, business, or related field preferred
• Superior customer service skills with displayed mastery of deposit products
• Superior analytical/reasoning skills
• Detail oriented with an eye for efficiency and strong organizational skills
• Ability to engage others and work well both independently and in a team environment
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Excellent written, verbal, and interpersonal communication skills

About Bridgewater Bank

It all started with a vision in 2005. This vision was to create a full-service, entrepreneurial bank where clients would notice a difference, team members would be challenged to grow, and the culture would be optimistic. Over a decade later, this unconventional attitude laid the foundation of Bridgewater Bank, a nationwide top-performing bank with an award-winning culture.

We’re on a mission to become the finest entrepreneurial bank in the Twin Cities. And it’s working. Join our team and you will be surrounded by remarkable people who want to challenge the status quo and redefine what it means to work in this industry. This journey began in 2005, and it’s just getting started. Will you join us?

Compensation & Benefits

The typical annual base pay range for this role is between $52,000 - $60,000. 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.

• 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

Exempt