What are the responsibilities and job description for the Concierge Banking Officer position at PATRIOT BANK, N.A.?
Description
The Concierge Banking Officer is responsible for delivering personalized, high-touch banking services to High Net Worth (HNW) individuals and families. This role acts as a single point of contact for clients, ensuring a seamless and exceptional experience across a wide range of banking and financial services. The ideal candidate has strong relationship management skills, in-depth knowledge of financial products, and the ability to anticipate and meet the complex needs of affluent clientele.
- Serve as a dedicated relationship manager for HNW clients, delivering white-glove high touch service across all banking needs
- Develop and maintain deep relationships with clients to understand their financial goals, preferences, and service expectations
- Provide personalized concierge services including account management, transaction support, travel assistance, and access to exclusive banking privileges
- Collaborate with internal departments
- Proactively identify opportunities to deepen client relationships and refer clients to appropriate specialists as needed
- Ensure compliance with all regulatory and internal policies during client interactions and transactions
- Resolve client issues and inquiries efficiently, maintaining the highest standards of service and confidentiality
- Organize exclusive client events or experiences to build loyalty and engagement
Requirements
- Bachelor’s degree in Finance, Business, or related field (preferred)
- 3–5 years of experience in private, retail, or concierge banking
- Proven track record of client relationship management and sales performance.
- Excellent interpersonal, communication, and problem-solving skills.
- Strong understanding of financial products and services, including investments, credit, and insurance.
- Discretion and professionalism in handling sensitive and confidential client information
Key Competencies
- Excellent analytical, problem-solving, and critical thinking skills
- Influential communicator with cross-functional leadership skills
- Change management and program governance expertise
- Strong regulatory awareness and risk acumen
Benefits
- 401K
- Health Insurance
- Dental Insurance
- Vision Insurance
- Health Savings Account
- Flexible Spending Account
- Employee Assistance Program
- Paid Time Off