Client Specialist - Uptown

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 AccuPos
• 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) BSAP
• 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

We are on a mission to be the finest entrepreneurial bank in the Twin Cities. 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.

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.