Client Specialist – Bridgewater Bank

Job Summary

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 processes routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments
• Completes client requests such as wires, online banking assistance, and check ordering promptly
• Balances assigned cash drawer in accordance with Bank procedures
• Ensures all required documentation is completed for all transactions
• Greet all clients and answer phone calls to ensure a positive client experience
• Sort and distribute mail
• Maintain conference rooms and kitchen and ensure adequate supplies are available
• Scans and processes teller work throughout the day
• Assists with scanning of documentation into internal Accu Systems
• 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
• Positively represents the bank in all interactions with clients, coworkers, and vendors

Job Requirements

• 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

Job Type: Full-time

Required experience:

• Customer Service: 1 year

Required education:

• Bachelor’s