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Client Relations Specialist
2 months ago
Position Overview:
We are in search of a dedicated and client-oriented Client Relations Specialist to become a vital part of our Deposit Services team. In this capacity, you will be the welcoming face of the bank, providing exceptional customer service while addressing client inquiries through various channels including in-person, phone, and email.
Work Schedule: Monday to Friday, 8:15 AM to 4:45 PM. No weekends required.
Key Responsibilities:
- Efficiently execute standard financial transactions such as check cashing, deposits, withdrawals, transfers, and loan payments using the Integrated Teller processing system.
- Welcome all clients, respond to phone inquiries, manage the client services inbox, and retrieve client information as needed to ensure a positive experience.
- Adhere to client identity verification protocols for every client interaction.
- Maintain balance in the Integrated Teller role, cash recycler, and vault inventory in compliance with established procedures.
- Complete all necessary documentation for transactions accurately.
- Address suspicious activity incidents and manage client fraud requests promptly in collaboration with the Deposit Operations department.
- Sort, distribute, and handle returned mail efficiently.
- Assist in scanning documents into internal systems.
- Represent the bank positively in all client, coworker, and vendor interactions.
- Maintain the cleanliness and organization of conference rooms, kitchen, and front desk, ensuring adequate supplies are stocked.
- Comply with the bank's policies, procedures, security protocols, and government regulations, including BSA.
- Engage in ongoing training to enhance banking knowledge and stay updated on regulatory changes.
Qualifications:
- Exceptional interpersonal and communication abilities.
- Previous experience in retail or customer service roles.
- Professional and approachable demeanor.
- Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.
- Familiarity with ITI and Integrated Teller systems is advantageous.
About Bridgewater Bank:
Imagine working at one of the top employers in the Twin Cities, surrounded by individuals who motivate, support, and challenge you to excel. Welcome to Bridgewater Bank, where we strive to be the premier entrepreneurial bank in the Twin Cities. We operate with agility and innovation, providing ample opportunities for personal and professional development. Our people are our greatest asset, and we take pride in fostering an award-winning culture that encourages growth and celebrates achievements.
We believe in offering competitive salaries, comprehensive benefits, a flexible work model, and transparency within the organization. Collaborating towards meaningful goals with enjoyable colleagues is an added benefit. Join us in our mission
Equal Employment Opportunity:
Bridgewater Bank is committed to promoting equal employment opportunities. All employment decisions, including 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 law.