What are the responsibilities and job description for the Account Executive - Float position at Bridgewater Bank?
We are seeking an experienced, enthusiastic, and customer-oriented bank Account Executive to join our Deposit Services team at Bridgewater Bank. In this role, you will support various branches by assisting clients with a professional banking experience by offering appropriate solutions to best meet their banking needs.
***This is a float position with the primary location being the Orono branch. Ability to travel within the Twin Cities required. Monthly travel stipend is available***
RESPONSIBILITIES:
- Provides coverage for branch staff shortages, PTO and other absences.
- Opens, renews, and redeems all types of deposit accounts
- Orders checks, ATM/debit cards
- Responds to online requests for bill payments, ACH, wire transfers, etc.
- Acts as back-up to Client Specialist as necessary
- Develop and maintain expert knowledge of retail products and services and ensure clients are aware of BWB’s products and services
- Develop and cultivate long-term client relationships to ensure sales growth and customer retention
- Makes monthly calls to welcome new clients and follow up on previous requests
- Maintains an understanding of security policies and procedures
- Provides input and suggestions for new service and product ideas
- Adhere to the bank’s policies, procedures, security requirements and government regulations including (but not limited to) BSA
- Assists with onboarding new hires
- Positively represents the bank in all interactions with clients, coworkers, and vendors
- Assists with transaction overrides and review
- Assists with daily operations of the branch
- Provides back up to the Branch Lead when necessary
QUALIFICATIONS:
- 2 years retail banking experience
- Proven experience adapting quickly to different team environments and branch procedures.
- Exceptional organizational skills
- Flexibility to travel to different branch locations within the designated region
- Superior customer service skills
- Proven sales and business development skills
- Demonstrates and exhibits leadership qualities
- Knowledge of ITI, EZ Teller, and currency management
- Excellent written, verbal, and interpersonal communication skills
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 is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?
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. It is Bridgewater Bank’s policy 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.
STATUS: Exempt
