Client Specialist (20380)

Bridgewater Bank Minneapolis, MN
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.

* Accurately processes routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments

* Completes client requests such as wires, online banking assistance, and check ordering promptly

* Balances assigned cash drawer in accordance with Bank procedures

* Ensures all required documentation is completed for all transactions

* Greet all clients and answer phone calls to ensure a positive client experience

* Sort and distribute mail

* Maintain conference rooms and kitchen and ensure adequate supplies are available

* Scans and processes teller work throughout the day

* Assists with scanning of documentation into internal Accu Systems

* 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

* Positively represents the bank in all interactions with clients, coworkers, and vendors

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

Bridgewater Bank will not sponsor applicants for work visas.

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