Hybrid Client Services Specialist - In-Person Banking

Bridgewater Bank; Lake Elmo (MN); Hybrid; USD 30,000 - 33,000; Full time

Job summary

Bridgewater Bank in Lake Elmo, MN seeks a Client Specialist to be the face of the bank, delivering superior customer service and handling client requests in person, by phone, or email. You will process routine financial transactions and ensure security and accuracy in every interaction.

The role emphasizes greeting clients, verifying identities, and maintaining smooth operation of the front desk with a professional, friendly demeanor. Hours are weekdays, no weekends.

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.

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 skills

Customer service

MS Office

Integrated Teller (ITI) knowledge

Tools

Integrated Teller system

Job description

Bridgewater Bank in Lake Elmo, MN seeks a Client Specialist to be the face of the bank, delivering superior customer service and handling client requests in person, by phone, or email. You will process routine financial transactions and ensure security and accuracy in every interaction.

The role emphasizes greeting clients, verifying identities, and maintaining smooth operation of the front desk with a professional, friendly demeanor. Hours are weekdays, no weekends.