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Bridgewater Bank

Client Specialist - Float

saint paul, MN

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About this opportunity

Bridgewater Bank lists this Client Specialist - Float opportunity in saint paul, Minnesota. Review the employer’s description below for duties, qualifications and application requirements.

Job description

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**

RESPONSIBILITIES:

Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system

Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience

Ensure client identity verification procedure is followed with each client request

Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures

Ensure all required documentation is completed for all transactions

Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department

Sort, distribute, and process returned mail

Assist with scanning of documentation into internal systems such as Accu

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

Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available

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

Flexibility to travel to all 9 Bridgewater locations

Strong adaptability across different branches and team environments

Prior retail or customer service experience

Professional, friendly demeanor

Proficient with Microsoft Word, Excel, Outlook, and PowerPoint

Knowledge of IT and Integrated Teller a plus

College degree preferred

ABOUT BRIDGEWATER BANK:

Picture 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 & BENEFITS:

The 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 insurance

Short-term and long-term disability

Parental leave

401(k) with employer match

Paid vacation & paid holidays

PLEASE NOTE:

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.

STATUS: Non-Exempt

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