Bridgewater Bank · 3 hours ago
Client Specialist - Orono
Navarre, Minnesota, United States
Full-time
Onsite
New Grad, Entry Level
$20/hr - $20/hrBridgewater Bank is one of the Twin Cities’ best places to work, dedicated to providing exceptional customer service. The Client Specialist will serve as the initial contact for clients, processing requests and ensuring a positive client experience in a professional environment.
BankingFinanceFinancial ServicesReal Estate
Responsibilities
Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system
Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience
Ensure client identity verification procedure is followed with each client request
Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures
Ensure all required documentation is completed for all transactions
Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department
Sort, distribute, and process returned mail
Assist with scanning of documentation into internal systems such as Accu
Positively represent the bank in all interactions with clients, coworkers, and vendors
Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available
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
Qualification
Required
Outstanding interpersonal and communication skills
Prior retail or customer service experience
Professional, friendly demeanor
Proficient with Microsoft Word, Excel, Outlook, and PowerPoint
Preferred
Knowledge of ITI and Integrated Teller a plus
College degree preferred
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays
Company
Bridgewater Bank
Bridgewater Bank is a full-service commercial bank where answers came quickly, opportunities were plentiful, and the culture was optimistic.
Founded in 2005
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$120.43MKey Investors
Castle Creek Partners
2025-06-24Post Ipo Debt· $80M
2018-03-14IPO
2017-07-24Series Unknown· $25M
Leadership Team
Jerry Baack
Founder, President, Chief Executive Officer and Chairman of the Board
Joe Chybowski
President & Chief Financial Officer
Recent News
2026-01-05
2025-09-15
Company data provided by crunchbase