Client Services Representative

2 weeks ago

Orono, Maine, United States Bridgewater Bank Full time
Position Overview:

We are looking for a dedicated and customer-oriented Client Services Representative to become a vital part of our Deposit Services team. In this role, you will be the initial point of contact for clients, delivering exceptional customer service while managing client inquiries through various channels including in-person, phone, and email.


Working Hours:
Monday to Friday, 8:15 AM to 4:45 PM
No weekend shifts

Key Responsibilities:
  • Efficiently handle routine financial transactions such as check cashing, deposits, withdrawals, transfers, and loan payments using the Integrated Teller processing system.
  • Welcome all clients warmly, respond to phone inquiries, and manage the client services inbox promptly to ensure a seamless client experience.
  • Adhere to client identity verification protocols for every client interaction.
  • Maintain accurate balances for the Integrated Teller role, cash recycler, and vault inventory in line with established procedures.
  • Complete all necessary documentation for transactions accurately.
  • Address suspicious activity incidents and process client fraud requests in collaboration with the Deposit Operations department.
  • Sort, distribute, and manage returned mail efficiently.
  • Assist in scanning documents into internal systems.
  • Represent the bank positively in all client and vendor interactions.
  • Ensure the upkeep of conference rooms, kitchen, and front desk areas, maintaining adequate supplies.
  • Comply with the bank's policies, procedures, security protocols, and government regulations.
  • Engage in ongoing training to enhance banking knowledge and stay updated on regulatory changes.

Qualifications:
  • Exceptional interpersonal and communication skills.
  • Previous experience in retail or customer service.
  • Professional and approachable demeanor.
  • Proficient in Microsoft Office Suite including Word, Excel, Outlook, and PowerPoint.
  • Familiarity with ITI and Integrated Teller systems is advantageous.

About Bridgewater Bank:

Imagine being part of one of the premier workplaces in the Twin Cities, surrounded by colleagues who motivate, support, and inspire you to excel.

At Bridgewater Bank, we are committed to being the leading entrepreneurial bank in the Twin Cities. We operate with agility and efficiency, fostering an environment ripe for personal and professional development.

Our people are our greatest asset, which is why we have cultivated an award-winning culture that encourages growth and celebrates achievements, both big and small.

We believe in offering competitive salaries, comprehensive benefits, a flexible work model, and transparency within the organization.

Joining us means working towards meaningful goals alongside enjoyable colleagues.


Equal Employment Opportunity:

This description is intended to convey the general nature and requirements of the position. It is not an exhaustive list of all duties, responsibilities, or qualifications. Bridgewater Bank is committed to equal employment opportunities.

All employment decisions, including recruitment, 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 law.

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