Client Specialist - St. Louis Park

Bridgewater Bank
Any Location, MN
Category Customer Service
Job Description
We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team in St. Louis Park. In this role, you will serve as the face of the bank as the initial welcoming contact for clients and provides superior customer service while processing client requests in person, by phone or email in a positive professional environment.

Requirements

  • 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

Benefits

  • 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
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