Bridgewater Bank
We are seeking a customer focused and dynamic Client Support Lead to join our Client Support team at Bridgewater Bank. In this role, you will assist the Director of Client Support in managing the Client Support team and providing oversight of daily client communication to ensure the delivery of superior customer service through inbound and internal calls, emails, and digital/mobile channels. You will maintain knowledge and expertise of the bank’s core systems to ensure timely, accurate resolution and uphold Bridgewater Bank’s responsive expectations.
Responsibilities
Provide support to the Client Support team to ensure high-level client issue resolution and a positive client experience.
Maintain awareness of client communications and monitor inbound calls, emails, digital and mobile channel volumes to maintain appropriate support levels.
Manage and develop the Client Support Specialists: conduct performance reviews, 5‑5‑5’s, identify training needs, and assist in career development.
Collaborate with other departments to maintain awareness of potential client issues and communicate updates.
Ensure the team participates in ongoing training to enhance knowledge of bank systems and stay abreast of new regulations or changes.
Follow all security policies and procedures and report discrepancies or suspicious activity to the Director immediately.
Monitor client’s daily support needs, identify and communicate trends to the Director.
Identify opportunities to promote interest in Bridgewater Bank’s products and services.
Perform other duties or projects as assigned or needed.
Adhere to Bridgewater’s policies and procedures and keep up to date on changes to those policies, system functionality, and procedures.
Qualifications
Three years of similar or related client service banking experience.
Superior customer service skills.
Excellent organizational, written, and interpersonal communication skills.
Exceptional time‑management skills with the ability to multi‑task and prioritize efficiently to meet critical deadlines.
Ability to identify and resolve problems effectively with strong attention to detail.
Professional, friendly demeanor.
Preferred skills:
Proficient with Microsoft Word, Excel, and Outlook.
Knowledge of Fiserv software.
College degree preferred.
About Bridgewater Bank Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We’re on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that’s why we’ve created and sustained an award‑winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top‑tier benefits, a hybrid work model, and transparency into the business are a given. Working together toward something meaningful with people you enjoy is just a bonus. Will you join us?
Compensation & Benefits The typical annual base pay range for this role is between $63,700 and $72,000. Compensation may vary based on individual job‑related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
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
Please Note The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. Bridgewater Bank’s policy is to promote equal employment opportunities. All personnel decisions, including, but not limited to, 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 federal, state or local law.
We are a civil rights employer, an equal opportunity employer, and an affirmative action employer. We comply with the laws and regulations that prohibit discrimination in employment and people discrimination. We make employment decisions based on qualifications, competence, productive contribution to the company, and business needs.
The application of non‑discriminatory hiring policies is enforced throughout the hiring process.
Details
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Other
Industries
Banking
Status : Exempt
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Responsibilities
Provide support to the Client Support team to ensure high-level client issue resolution and a positive client experience.
Maintain awareness of client communications and monitor inbound calls, emails, digital and mobile channel volumes to maintain appropriate support levels.
Manage and develop the Client Support Specialists: conduct performance reviews, 5‑5‑5’s, identify training needs, and assist in career development.
Collaborate with other departments to maintain awareness of potential client issues and communicate updates.
Ensure the team participates in ongoing training to enhance knowledge of bank systems and stay abreast of new regulations or changes.
Follow all security policies and procedures and report discrepancies or suspicious activity to the Director immediately.
Monitor client’s daily support needs, identify and communicate trends to the Director.
Identify opportunities to promote interest in Bridgewater Bank’s products and services.
Perform other duties or projects as assigned or needed.
Adhere to Bridgewater’s policies and procedures and keep up to date on changes to those policies, system functionality, and procedures.
Qualifications
Three years of similar or related client service banking experience.
Superior customer service skills.
Excellent organizational, written, and interpersonal communication skills.
Exceptional time‑management skills with the ability to multi‑task and prioritize efficiently to meet critical deadlines.
Ability to identify and resolve problems effectively with strong attention to detail.
Professional, friendly demeanor.
Preferred skills:
Proficient with Microsoft Word, Excel, and Outlook.
Knowledge of Fiserv software.
College degree preferred.
About Bridgewater Bank Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We’re on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that’s why we’ve created and sustained an award‑winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top‑tier benefits, a hybrid work model, and transparency into the business are a given. Working together toward something meaningful with people you enjoy is just a bonus. Will you join us?
Compensation & Benefits The typical annual base pay range for this role is between $63,700 and $72,000. Compensation may vary based on individual job‑related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
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
Please Note The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. Bridgewater Bank’s policy is to promote equal employment opportunities. All personnel decisions, including, but not limited to, 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 federal, state or local law.
We are a civil rights employer, an equal opportunity employer, and an affirmative action employer. We comply with the laws and regulations that prohibit discrimination in employment and people discrimination. We make employment decisions based on qualifications, competence, productive contribution to the company, and business needs.
The application of non‑discriminatory hiring policies is enforced throughout the hiring process.
Details
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Other
Industries
Banking
Status : Exempt
#J-18808-Ljbffr