The Client Specialist serves as the face of the bank as the initial welcoming contact for clients and provides general office support to maintain a welcoming, professional environment.

Responsibilities:

• Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments
• Complete client requests such as wires and online banking assistance promptly
• Balance assigned EZ Teller drawer, vault inventory and tickets in accordance with Bank procedures
• Ensure all required documentation is completed for all transactions
• Greet all clients, answer phone calls, and access client information as requested on Fiserv Navigator and Director systems to ensure a positive client experience
• Sort, distribute, and process returned mail
• Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available
• Scan and process teller work throughout the day in Branch Capture systems
• Assist with scanning of documentation into internal systems such as Accu
• Positively represent the bank in all interactions with clients, coworkers, and vendors
• Process Fraud requests in conjunction with the Deposit Services and Operations department
• 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
• Professional, friendly demeanor
• Proficient with Microsoft Word, Excel, Outlook and PowerPoint
• Knowledge of ITI and EZ Teller a plus
• College degree preferred

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?

Please visit our website to apply for this position: https://bridgewaterbankmn.com/about-bridgewater/careers.

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.