Client Service Representative

3 hours ago

Minneapolis, Minnesota, United States Bridgewater Bank Full time
Client Specialist Job Description

We are seeking a highly skilled and customer-focused Client Specialist to join our Deposit Services team in a dynamic and fast-paced environment. In this role, you will serve as the face of the bank, providing exceptional customer service while processing client requests in person, by phone, or email.

Key Responsibilities:
  • Transaction Processing: Accurately process routine financial transactions, including check cashing, deposits, withdrawals, transfers, and loan payments through the Integrated Teller processing system.
  • Client Service: Greet all clients, answer phone calls, monitor client services inbox, and access client information as requested to ensure a positive client experience.
  • Identity Verification: Ensure client identity verification procedure is followed with each client request.
  • Inventory Management: Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures.
  • Documentation: Ensure all required documentation is completed for all transactions.
  • Suspicious Activity Reporting: Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department.
  • Mail Processing: Sort, distribute, and process returned mail.
  • Documentation Scanning: Assist with scanning of documentation into internal systems such as Accu.
  • Representative of the Bank: Positively represent the bank in all interactions with clients, coworkers, and vendors.
  • 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 on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations.
Qualifications:
  • Interpersonal and Communication Skills: Outstanding interpersonal and communication skills.
  • Prior Experience: Prior retail or customer service experience.
  • Professional Demeanor: Professional, friendly demeanor.
  • Technical Skills: Proficient with Microsoft Word, Excel, Outlook, and PowerPoint.
  • Knowledge of ITI and Integrated Teller: Knowledge of ITI and Integrated Teller a plus.
  • Education: College degree preferred.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

  • Client Services Representative

    1 week ago

    Minneapolis, Minnesota, United States Paladin Technologies , Inc. Full time

    Job Title: Client Services RepresentativeAt Paladin Technologies, Inc., we are seeking a highly skilled Client Services Representative to join our team. As a key member of our National Client Services Department, you will be responsible for managing the life of a client ticket for service or repair.Key Responsibilities:Coordinate project activities to...

  • Client Services Representative

    3 days ago

    Minneapolis, Minnesota, United States OneOme Holdings LLC Full time

    Job Title: Client Services RepresentativeAt OneOme Holdings LLC, we are seeking a highly skilled Client Services Representative to join our team. As a key member of our Client Services team, you will be responsible for delivering exceptional customer experiences through operational excellence in account management, inbound and outbound service, and sales.Key...

  • Client Service Representative

    2 weeks ago

    Minneapolis, Minnesota, United States Voya Financial Full time

    About the RoleVoya Financial is seeking a highly skilled Client Service Representative to join our team. As a key member of our Client Management team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesProvide administrative support for system,...

  • Client Service Representative

    4 days ago

    Minneapolis, Minnesota, United States Bridgewater Bank Full time

    Client Specialist Job DescriptionWe are seeking a highly skilled and customer-focused Client Specialist to join our Deposit Services team in a dynamic and fast-paced environment. As the initial welcoming contact for clients, you will provide exceptional customer service while processing client requests in person, by phone, or email.Key...

  • Client Services Representative

    3 days ago

    Minneapolis, Minnesota, United States Paladin Technologies Full time

    Job SummaryPaladin Technologies is seeking a highly skilled Client Services Representative to join our team. As a key member of our National Client Services Department, you will be responsible for managing the life of a client ticket for service or repair. This role encompasses a range of duties, including project coordination, customer support, and...

  • Client Service Representative

    3 weeks ago

    Minneapolis, Minnesota, United States Bridgewater Bank Full time

    Client Specialist Job DescriptionWe are seeking a highly skilled and customer-focused Client Specialist to join our Deposit Services team in St. Louis Park. In this role, you will serve as the primary point of contact for clients, providing exceptional customer service while processing client requests in person, by phone, or email in a positive and...

  • Client Service Representative

    4 weeks ago

    Minneapolis, Minnesota, United States Northwestern Mutual Full time

    Job Title: Client Service SpecialistWe are seeking a highly motivated and customer-focused Client Service Specialist to join our team at Voyage Wealth Architects, a leading provider of sophisticated planning and wealth management services.Job Summary:The Client Service Specialist will be the primary point of contact for our clients, providing exceptional...

  • Client Service Associate

    4 weeks ago

    Minneapolis, Minnesota, United States NorthRock Partners Full time

    Job SummaryWe are seeking a highly skilled and motivated individual to join our team as a Client Service Associate. This role is a critical contributor to the success of our organization, providing exceptional client experiences within our advisor practices.Key ResponsibilitiesClient Onboarding and Servicing: Partner with our business units to actively...

  • Client Service Representative

    2 months ago

    Minneapolis, Minnesota, United States Citizens Independent Bank Full time

    Descripción del TrabajoLas personas son la clave en Citizens Independent Bank. Nuestros empleados encarnan los valores fundamentales del banco: Honestidad e Integridad • Responsabilidad Social Comunitaria • Experiencia Excepcional del Cliente • Trabajo en Equipo y Colaboración. Buscamos individuos que deseen formar parte de nuestro equipo en CIB....

  • Client Service Associate

    2 weeks ago

    Minneapolis, Minnesota, United States NorthRock Partners Full time

    About the RoleWe are seeking a highly skilled and service-focused individual to join our team as a Client Service Associate. This role is a critical contributor to the success of our organization, providing exceptional client experiences within our advisor practices.Key ResponsibilitiesDeliver high-quality meeting prep and follow-up materials, collect data...

  • Client Service Specialist

    1 month 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 key member of our operations team, you will play a critical role in delivering exceptional service to our clients and driving business growth.Key ResponsibilitiesProvide daily operational support to grow our market share and maximize...

  • Client Service Consultant

    4 weeks ago

    Minneapolis, Minnesota, United States Holmes Murphy & Associates Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant to join our Property & Casualty team in Minneapolis, MN. As a key member of our team, you will be responsible for handling a book of business for assigned clients, evaluating their needs and risks, and assisting them in creating an insurance program tailored to their specific...

  • Client Service Specialist

    4 weeks ago

    Minneapolis, Minnesota, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Client Service Specialist to join our team at BMO Financial Group. As a key member of our operations team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide daily operational service support to grow the Bank's market share...

  • Client Support Representative I

    1 hour ago

    Minneapolis, Minnesota, United States Loffler Companies, Inc. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Support Representative to join our team at Loffler Companies, Inc. As a Client Support Representative, you will be responsible for providing exceptional support to our clients by covering client sites during times of need, whether due to vacations, sick days, or heavy workloads.Key...

  • Customer Service Representative

    3 days ago

    Minneapolis, Minnesota, United States Avenica Full time

    Job Title: Customer Service RepresentativeAs a Customer Service Representative at Avenica, you will be responsible for providing exceptional client experiences through prompt and professional communication.Key Responsibilities:Answer inbound calls and schedule service appointments with the goal of providing a positive client experience.Perform outbound...

  • Customer Service Representative

    4 weeks ago

    Minneapolis, Minnesota, United States Big I Minnesota Full time

    {"title": "Customer Service Representative", "description": "Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Big I Minnesota. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and resolving any issues that may...

  • Customer Service Representative

    1 month ago

    Minneapolis, Minnesota, United States Massage Envy Full time

    {"title": "Customer Service Representative", "content": "Unlock Your Potential at Massage EnvyAre you passionate about delivering exceptional customer experiences? Do you have a knack for building strong relationships with clients? As a Customer Service Representative at Massage Envy, you'll play a vital role in creating a welcoming and supportive...

  • Customer Service Representative

    4 weeks ago

    Minneapolis, Minnesota, United States RTA US Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at RTA US. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, scheduling medical appointments, and adhering to our workflow tools and procedures.Key ResponsibilitiesProvide telephone customer...

  • Customer Service Representative

    4 weeks ago

    Minneapolis, Minnesota, United States Russell Tobin & Associates Full time

    About the Role:Russell Tobin & Associates is seeking a skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, scheduling medical appointments, and following workflow tools to ensure accurate data entry.Responsibilities:Provide telephone...

  • Customer Service Representative

    3 weeks ago

    Minneapolis, Minnesota, United States Tide Cleaners Minneapolis Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at our Minneapolis location.As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring a positive experience for each interaction.Key...