Client Specialist - Uptown

Bridgewater Bank • Minneapolis, MN

3d

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 the bank’s initial welcoming contact for clients and provides superior service while processing requests in person, by phone, or by email in a positive, professional environment. The schedule is Monday through Friday, 8:15 a.m. to 4:45 p.m., with no weekends.

The role processes routine financial transactions, handles client inquiries and requests, verifies client identity, balances assigned teller and cash inventories, completes transaction documentation, and supports fraud and suspicious-activity requests. It also includes returned-mail processing, document scanning, upkeep of shared areas and supplies, compliance with bank policies and regulations, and ongoing training.

The typical hourly base pay is $22. The position is eligible for a discretionary annual incentive program based on organizational and individual performance. Bridgewater Bank describes its culture as entrepreneurial and growth-oriented, with competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business. The position is non-exempt.

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.
• College degree preferred.

Responsibilities

• Accurately process routine financial transactions, including check cashing, deposits, withdrawals, transfers, and loan payments through the Integrated Teller processing system.
• Greet clients, answer phone calls, promptly monitor the client services inbox, 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 according to procedures.
• Ensure required documentation is completed for all transactions.
• Complete suspicious activity incidents and process client fraud requests promptly in conjunction with the Deposit Operations department.
• Sort, distribute, and process returned mail.
• Assist with scanning 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 on 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 coverage.
• Parental leave.
• 401(k) with employer match.
• Paid vacation and paid holidays.
• Discretionary annual incentive program driven by organizational and individual performance.

What This Job Offers

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