Bridgewater Bank · 1 month ago
Deposit Services Operations Specialist
Bridgewater Bank is on a mission to be the finest entrepreneurial bank in the Twin Cities. They are seeking a client-focused and meticulous Deposit Services Operations Specialist to maintain processes and procedures, ensuring operational excellence and compliance within the Deposit Services team.
BankingFinanceFinancial ServicesReal Estate
Responsibilities
Develop and maintain documents to support the Deposit Services department including but not limited to process, procedures, user manuals, product summaries, and internal forms
Oversee informal and formal content reviews of process procedures and documents to ensure all materials remain current and compliant
Conduct monitoring on accurate use of impactful Deposit Services procedures that have compliance and regulatory implications, including but not limited to hold review, cashier’s check audits, vault and night drop dual control, and override audits
Support and participate in the launch of new initiatives and projects affecting Deposit Services
Monitor and respond to or escalate daily inquiries to Branch Operations email inbox
Manage Specialty Account product requests and complete client reach outs as needed
Review branch IRA transactions including year-end reporting
Draft and support the weekly Deposit Services Email communication needs
Maintain an understanding of security policies and procedures
Adhere to the bank’s policies, procedures, security requirements and government regulations including (but not limited to) BSA
Positively represent the bank in all interactions with clients, coworkers, and vendors
Qualification
Required
3+ years retail banking experience, Account Executive experience is preferred
Proficiency in Microsoft Office (including Word, Excel, PowerPoint, Planner)
Superior client service skills
Strong analytical, technical, organizational, and time management skills
Self-starter with the ability to work independently, effectively prioritize work in a fast-paced, deadline driven environment
Excellent written, verbal, and interpersonal communication skills
Preferred
Experience working in SharePoint and Microsoft Office 365 highly desirable
Fiserv and Integrated Teller experience 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.
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
Recent News
2026-01-05
2025-09-15
Company data provided by crunchbase