Client Specialist
Bridgewater Bank
Metro Area, MN
Full-time
Finance
Posted on November 15, 2021
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Client Specialist
Description:
The Client Specialist serves as the face of the bank as the initial welcoming contact for clients and provides general office support to maintain a welcoming, professional environment.
Responsibilities:
- Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments
- Complete client requests such as wires and online banking assistance promptly
- Balance assigned EZ Teller drawer, vault inventory and tickets in accordance with Bank procedures
- Ensure all required documentation is completed for all transactions
- Greet all clients, answer phone calls, and access client information as requested on Fiserv Navigator and Director systems to ensure a positive client experience
- Sort, distribute, and process returned mail
- Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available
- Scan and process teller work throughout the day in Branch Capture systems
- Assist with scanning of documentation into internal systems such as Accu
- Positively represent the bank in all interactions with clients, coworkers, and vendors
- Process Fraud requests in conjunction with the Deposit Services and Operations department
- 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.
Qualifications:
- Outstanding interpersonal and communication skills
- Professional, friendly demeanor
- Proficient with Microsoft Word, Excel, Outlook and PowerPoint
- Knowledge of ITI and EZ Teller a plus
- College degree preferred
Work Environment
Normal office environment