WE’RE LOOKING FOR A specific PERSON…very SPECIFIC.
The Opportunity
This position is responsible for delivering superior customer service to customers and Brokers through timely processing and maintenance of deposit accounts.
The Team You’ve Been Looking For
Bridgewater Bank is more than a financial institution; we’re a team of passionate people who care deeply about helping others succeed. Unlike traditional banks, we have no branches. This means less time managing logistics and more time focused on providing straightforward, honest service and smart financial solutions that support our clients in reaching life’s biggest milestones.
As a wholly owned subsidiary of AMA, we share a proud legacy of service and a commitment to doing the right thing for our customers, our communities, and each other. At Bridgewater Bank, you’ll be part of a nimble, forward-thinking organization where your ideas matter, your contributions are valued, and your growth is encouraged. We’re driven to make a positive impact and our close-knit culture values flexibility, innovation, and genuine connection. As part of the Bridgewater team, you’ll enjoy:
Competitive salary and flexible benefitsEmployer-paid retirement savings programEmployee-exclusive discounts on travel, insurance, memberships, and moreFree travel medical insurance for you and your immediate familyOngoing professional developmentFlexible work models that make sense for your lifestyleWho You Are
You’re a self-starter who enjoys working independently but who also loves being part of a fast-paced and dynamic team.You’re all about customer service, whether you’re dealing with internal or external clients.You’ve got integrity and a strong work ethic in spades!You’re like an accounting action hero — saving the day with your extreme accounting skills to get things done and get results!You’ve been nicknamed “eagle eyes” — your attention to detail is that impressive.How You’ll Make an Impact
Report directly to Manager, Operations as required.Meet daily performance expectations set by leadership.Review and process deposit applications from customers and brokers, ensuring compliance with disclosure, due diligence, and AML/CTF requirements.Enter and validate all application details with speed and accuracy, following established Procedures & Guidelines.Handle non-compliant applications promptly and escalate as required.Complete account maintenance tasks (renewals, early redemptions, estates, rate concessions, etc.) in a timely manner.Process transactions, including maturity and interest cheques, ensuring accuracy and appropriate handling.Review operational reports for completeness and accuracy; follow up on discrepancies and support data integrity initiatives.Perform regular audit and quality control checks across deposit and mortgage processes.Provide professional, clear, and timely communication with customers, brokers, and internal teams.Respond to inquiries promptly and resolve issues with professionalism.Deliver service aligned with organizational values, maintaining a high standard of excellence.Build and maintain strong relationships with internal partners and external brokers/customers.Collaborate across departments to streamline workflows and ensure operational alignment.Provide backup and support to peers, learning and assisting with processes beyond immediate responsibilities.Contribute to a positive, inclusive team culture through collaboration and support.Embrace change with a positive mindset; actively contribute ideas for process improvements.Stay open to learning new processes across Operations to support flexibility and team success.What You Bring to the Table
You have a high school diploma.You have a minimum of one year of data entry experience. A banking background would be an asset!You have a demonstrated ability to adapt to new systems, working knowledge of related computerized accounting systems, and proficiency with Microsoft Office Suite (you’ve got gold-medal Excel skills).Belonging Matters Here
AMA is committed to providing an inclusive, respectful, and accessible environment. If you require an accommodation at any time during our recruitment process, please contact recruitment@ama.ab.ca. We’ll work with you feel supported throughout your journey with us.
WORK MODEL:
Hybrid-We thank all applicants for their interest; however, only those selected for an interview will be contacted.