Client Specialist - Uptown

Bridgewater Bank • Minneapolis, MN

2d

About The Position

Bridgewater Bank is seeking an enthusiastic, customer-focused Client Specialist to join its Deposit Services team in Minneapolis. The Client Specialist is an initial welcoming contact for clients and provides professional customer service while processing requests in person, by phone, or by email. The position works Monday through Friday, 8:15 AM to 4:45 PM, with no weekends.

The role processes routine financial transactions, verifies client identities, balances teller and cash resources, completes transaction documentation, and assists with suspicious activity and fraud requests. It also includes client communications, returned mail processing, document scanning, maintaining shared spaces and supplies, and following bank policies, security requirements, and government regulations. The position participates in ongoing training to maintain and build banking and regulatory knowledge.

This is a non-exempt position. The typical hourly base pay is $22, with compensation potentially varying based on job-related knowledge, skills, expertise, and experience. The position is eligible for a discretionary annual incentive program based on organizational and individual performance.

Requirements

• Outstanding interpersonal and communication skills.
• Prior retail or customer service experience.
• Professional, friendly demeanor.
• Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint.

Nice To Haves

• Knowledge of ITI and Integrated Teller is a plus.
• College degree preferred.

Responsibilities

• Accurately process routine financial transactions, including check cashing, deposits, withdrawals, transfers, and loan payments, using the Integrated Teller processing system.
• Greet clients, answer phone calls, monitor the client services inbox promptly, and access client information as requested to support a positive client experience.
• Follow client identity verification procedures for each client request.
• Balance the assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures.
• Complete required transaction documentation.
• Complete suspicious activity incidents and process client fraud requests promptly in conjunction with the Deposit Operations department.
• Sort, distribute, and process returned mail.
• Scan documentation into internal systems such as Accu.
• Represent the bank positively in interactions with clients, coworkers, and vendors.
• Maintain conference rooms, the kitchen, and the front desk, and ensure adequate supplies are available.
• Follow bank policies, procedures, security requirements, and government regulations, including BSA requirements.
• Participate in ongoing training to enhance banking knowledge and stay current with new or changing regulations.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability.
• Parental leave.
• 401(k) with employer match.
• Paid vacation and paid holidays.
• Discretionary annual incentive program driven by organization and individual performance.
• Hybrid work model.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed