Client Specialist - Float
- Saint Paul
- |Full Time
In office - WFH flexibility
Not Available
About the job
Bridgewater Bank is seeking an enthusiastic, customer‑oriented Client Specialist to serve as the face of the bank while providing high‑quality service across multiple branch locations. In this role, you will serve as the face of the bank as the initial welcoming contact for clients and provide superior customer service while processing client requests in person, by phone or email in a positive professional environment. This role is a float position, requiring the ability to travel throughout the Twin Cities metro.Hours: Monday through Friday from 8:15 AM to 4:45 PM ***No weekends**ResponsibilitiesAccurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing systemGreet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experienceEnsure client identity verification procedure is followed with each client requestBalance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with proceduresEnsure all required documentation is completed for all transactionsComplete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations departmentSort, distribute, and process returned mailAssist with scanning of documentation into internal systems such as AccuPositively represent the bank in all interactions with clients, coworkers, and vendorsMaintain conference rooms, kitchen and front desk and ensure adequate supplies are availableAdhere to the bank’s policies, procedures, security requirements and government regulations including (but not limited to) BSAParticipate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulationsQualificationsOutstanding interpersonal and communication skillsFlexibility to travel to all 9 Bridgewater locationsStrong adaptability across different branches and team environmentsPrior retail or customer service experienceProfessional, friendly demeanorProficient with Microsoft Word, Excel, Outlook, and PowerPointKnowledge of IT and Integrated Teller a plusCollege degree preferredAbout Bridgewater BankPicture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.We’re on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that’s why we’ve created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?Compensation & BenefitsThe 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 insuranceShort-term and long-term disabilityParental leave401(k) with employer matchPaid vacation & paid holidaysPlease NoteThe 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.STATUS: Non-Exempt
