Digital Client Support Lead jobs in United States
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Bridgewater Bank · 3 weeks ago

Digital Client Support Lead

Bridgewater Bank is seeking a customer focused and dynamic Digital Client Support Lead to join their Client Support team. This role involves managing the Client Support team and ensuring superior customer service through various communication channels.

BankingFinanceFinancial ServicesReal Estate
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Growth Opportunities

Responsibilities

Provide support to the Digital Client Support team to ensure a high-level of client issue resolution and positive client experience is achieved
Maintain awareness of client communications and monitor inbound calls, emails, digital and mobile channel volumes to maintain appropriate support levels
Manage and develop the Digital Client Support Specialists: conduct performance reviews, 5-5-5’s, identify training needs, and assist in career development
Monitor client’s daily support needs, identify and communicate trends to Director
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 keep abreast of new or changes in regulations
Follow all security policies and procedures and report discrepancies or suspicious activity to the Director immediately
Identify opportunities to promote interest in Bridgewater Bank’s products and services
Perform other duties or projects as assigned or needed to support team
Adhere to Bridgewater’s policies and procedures and maintain up to date on changes to those policies, system functionality and procedures to provide accurate information to clients

Qualification

Client service banking experienceDigital banking proficiencyMicrosoft WordMicrosoft ExcelMicrosoft OutlookFiserv software knowledgeCustomer service skillsProfessional demeanorOrganizational skillsInterpersonal communicationTime-management skillsProblem-solving skillsAttention to detail

Required

Three years similar or related client service banking experience
Proficient with digital banking and chat features
Superior customer services skills
Excellent organizational, written, and interpersonal communication skills
Exceptional time-management skills with the ability to multi-task and prioritize efficiently to ensure critical deadlines are met
Ability to identify and resolve problems effectively with strong attention to detail
Professional, friendly demeanor

Preferred

Proficient with Microsoft Word, Excel, and Outlook
Knowledge of Fiserv software
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

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Bridgewater Bank is a full-service commercial bank where answers came quickly, opportunities were plentiful, and the culture was optimistic.

Funding

Current Stage
Public Company
Total Funding
$120.43M
Key Investors
Castle Creek Partners
2025-06-24Post Ipo Debt· $80M
2018-03-14IPO
2017-07-24Series Unknown· $25M

Leadership Team

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Jerry Baack
Founder, President, Chief Executive Officer and Chairman of the Board
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Joe Chybowski
President & Chief Financial Officer
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Company data provided by crunchbase