Client Specialist

6 days ago

Minneapolis, Minnesota, United States Bridgewater Bank Full time
About the Role

We are seeking a highly skilled and customer-focused professional to join our Deposit Services team as a Client Specialist. In this role, you will serve as the primary point of contact for clients, providing exceptional service and support while processing transactions and resolving issues in a timely and professional manner.

Key Responsibilities
  • Transaction Processing: Accurately process routine financial transactions, including check cashing, deposits, withdrawals, transfers, and loan payments, while maintaining a high level of accuracy and attention to detail.
  • Client Service: Greet all clients, answer phone calls, and respond to client inquiries in a prompt and professional manner, ensuring a positive client experience.
  • Identity Verification: Ensure that client identity verification procedures are followed for each client request, maintaining the highest level of security and compliance.
  • Inventory Management: Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with established procedures.
  • Documentation: Ensure that all required documentation is completed for all transactions, maintaining accurate and up-to-date records.
  • Suspicious Activity Reporting: Complete suspicious activity incidents and process client fraud requests in a timely manner, in conjunction with the Deposit Operations department.
  • Mail Processing: Sort, distribute, and process returned mail, ensuring that all client correspondence is handled efficiently and effectively.
  • Scanning and Data Entry: Assist with scanning of documentation into internal systems, such as Accu, and maintain accurate and up-to-date records.
  • Representing the Bank: Positively represent the bank in all interactions with clients, coworkers, and vendors, maintaining a professional and courteous demeanor at all times.
  • Adherence to Policies: Adhere to the bank's policies, procedures, security requirements, and government regulations, including (but not limited to) BSA.
  • Training and Development: Participate in ongoing training to enhance knowledge of banking and stay up-to-date on new and/or changes in regulations.
Requirements
  • Interpersonal and Communication Skills: Outstanding interpersonal and communication skills, with the ability to effectively interact with clients, coworkers, and vendors.
  • Customer Service Experience: Prior retail or customer service experience, with a proven track record of providing exceptional service and support.
  • Professional Demeanor: Professional, friendly demeanor, with a strong commitment to maintaining a positive and respectful work environment.
  • Technical Skills: Proficient with Microsoft Word, Excel, Outlook, and PowerPoint, with the ability to learn and adapt to new systems and technologies.
  • Knowledge of Banking Systems: Knowledge of ITI and Integrated Teller systems, with the ability to effectively utilize these systems to process transactions and resolve issues.
  • Education: College degree preferred, with a strong emphasis on academic achievement and a commitment to ongoing learning and development.

  • Client Relations Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Pronto Heating & Air Conditioning Full time

    Pronto Heating & Air Conditioning is seeking a dedicated full-time Client Relations Specialist to enhance our dynamic HVAC operations. This administrative role encompasses a range of customer service, administrative tasks, and dispatch functions. This full-time position offers a competitive salary of $21/hr along with a $500 retention bonus after 6 months....

  • Travel MRI Technologist

    7 days ago

    Minneapolis, Minnesota, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel MRI Technologist to join their team. As a Diagnostic Imaging Specialist, you will be responsible for operating MRI equipment to produce high-quality images for medical diagnosis.Key ResponsibilitiesOperate MRI equipment to produce high-quality images for medical diagnosisPrepare patients for MRI...

  • Client Relations Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Paradox Marketing Full time

    Position OverviewAt Paradox Marketing, we are experiencing significant growth and are eager to welcome new talent to our team. We are currently seeking a motivated and enthusiastic Client Relations Specialist to join our expanding workforce.Paradox Marketing collaborates with top-tier telecommunications companies globally, representing our clients with the...

  • Client Service Specialist

    6 days ago

    Minneapolis, Minnesota, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled Client Service Specialist to join our team at BMO Financial Group. As a Client Service Specialist, you will play a critical role in providing exceptional operational support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesClient Service: Provide daily operational support to clients,...

  • Client Relationship Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Dexian Full time

    Dexian is a prominent provider of staffing, IT, and workforce solutions with a global presence, employing over 12,000 individuals across 70 locations. Formed in 2023 through the merger of DISYS and Signature Consultants, Dexian stands as one of the largest IT staffing firms and the second largest minority-owned staffing company in the United States. By...

  • Client Support Specialist

    2 weeks ago

    Minneapolis, Minnesota, United States Pinnacle Services Full time

    Client Support Specialist - Pinnacle Services Are you looking for a fulfilling career that offers both challenge and satisfaction? Pinnacle Services is seeking dedicated and proactive individuals to become part of our Case Management team. Join a company that prioritizes person-centered approaches and fosters employee development. Pinnacle Services is a...

  • Client Care Specialist

    6 days ago

    Minneapolis, Minnesota, United States Aveanna Healthcare Full time

    Job Title: Client Care SpecialistAveanna Healthcare is seeking a passionate and empathetic Client Care Specialist to join our team. As a key member of our staff, you will be responsible for managing the recruitment, hiring, and scheduling of caregivers to meet the needs of our patients.Key Responsibilities:Maintain a current awareness of the abilities and...

  • Client Support Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States TEKsystems Full time

    Job OverviewPosition Summary:The Client Support Specialist plays a crucial role in delivering exceptional service to our customers. This position is responsible for providing detailed information to assist clients in resolving their inquiries and making informed decisions, ultimately leading to enhanced customer satisfaction. The specialist will address...

  • Client Support Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Doherty Staffing Solutions Full time

    Are you looking for a rewarding position in customer engagement? Doherty Staffing Solutions is collaborating with a prominent engineering firm. We are currently in search of candidates for the role of Client Support Specialist. The compensation for this position is set at $20.00 per hour.Key Responsibilities:Professionally manage incoming calls using a...

  • Client Relations Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Deluxe Full time

    Seize the opportunity to become part of a transformative organization. We are recognized as a leading employer in the industry. Reasons to consider joining us: Our accolades include being recognized as a "Great Place to Work Certified" and a top employer for diverse groups, including parents and veterans. At Deluxe, we understand that exceptional individuals...

  • Client Relations Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States CarHop Full time

    Position OverviewCarHop, a leader in the Buy-Here, Pay-Here sector, is dedicated to assisting individuals with less-than-perfect credit in achieving their transportation goals. With a growing presence across the nation, we have positively impacted the lives of countless customers by providing them with the means to drive.Benefits of the Client Relations...

  • Client Support Specialist

    2 weeks ago

    Minneapolis, Minnesota, United States Kerecis, LLC Full time

    Position OverviewThe Client Support Specialist plays a crucial role in addressing customer inquiries and ensuring they are directed to the right department. This role is essential in fostering positive customer relationships and enhancing overall satisfaction.Key ResponsibilitiesEngage with clients to provide detailed information regarding our...

  • Client Support Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Zerorez Inc Full time

    At Zerorez Inc, we pride ourselves on being the leaders in the science of clean. Our unique approach sets us apart from other carpet cleaning services through our innovative Process, dedicated People, and unwavering Promise.Role Overview:As a Client Support Specialist, your primary responsibility will be to ensure that every customer interaction during the...

  • Client Care Specialist

    6 days ago

    Minneapolis, Minnesota, United States Aveanna Healthcare Full time

    About the RoleAveanna Healthcare is seeking a highly motivated and detail-oriented Client Care Specialist to join our team. As a Client Care Specialist, you will be responsible for managing the recruitment, hiring, and scheduling of caregivers to meet the needs of our patients.Key ResponsibilitiesMaintain a current awareness of the abilities and limitations...

  • Client Support Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Pinnacle Services Full time

    Client Support Specialist - Pinnacle Services Are you seeking a fulfilling career in a dynamic environment? Pinnacle Services is in search of dedicated, proactive individuals to enhance our Client Support team. We pride ourselves on fostering a culture that emphasizes person-centered approaches and professional development. Pinnacle Services is a...

  • Client Relationship Specialist

    2 weeks ago

    Minneapolis, Minnesota, United States Huntington Bancshares, Inc. Full time

    Become a vital part of our team as a Client Relationship Specialist at Huntington Bancshares, Inc.Are you dedicated to delivering outstanding customer support and assisting clients in reaching their financial aspirations? If this resonates with you, this position may be an excellent fit.Position Overview:Deliver superior customer support and efficiently...

  • Client Relations Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Bosch Group Inc Full time

    Client Relations Specialist / Business Development ManagementCompany Overview:The Bosch Group is a premier global provider of technology and services, dedicated to enhancing quality of life through innovative solutions. Our XC division is at the forefront of developing cutting-edge technologies for cockpit electronics and automated driving systems. We pride...

  • Client Support Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Pinnacle Services Full time

    Client Support Specialist - Pinnacle Services Are you seeking a fulfilling career that offers both challenge and satisfaction? Pinnacle Services is in search of dedicated, proactive individuals to become part of our Case Management team. Join a company that prioritizes person-centered approaches and the professional development of its employees. Pinnacle...

  • Client Support Specialist

    3 weeks ago

    Minneapolis, Minnesota, United States Kerecis LLC Full time

    Position OverviewThe Client Support Specialist plays a crucial role in addressing customer inquiries and ensuring they are directed to the appropriate resources. This position involves engaging with clients to provide detailed information regarding our offerings and delivering assistance to the Sales Operations team and Sales Representatives.Key...

  • Client Support Specialist

    6 days ago

    Minneapolis, Minnesota, United States Bridgewater Bank Full time

    About the RoleWe are seeking a highly skilled and customer-focused Client Support Specialist to join our Operations team at Bridgewater Bank. As a key member of our team, you will be responsible for providing exceptional customer service, technical support, and problem resolution to clients and internal teams.Key ResponsibilitiesCustomer Service: Assist...