Concierge Banking Officer

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🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Patriot Bank, N.A.

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1994

🏦 Banking

💸 Finance

Banking • Finance

Patriot Bank, N. A. is a full-service financial institution headquartered in Stamford, Connecticut. It offers a wide range of personal, business, and commercial banking services, including personal checking and savings accounts, certificates of deposit, mortgage loans, and home equity options. For businesses, it provides small business checking accounts, commercial real estate loans, and various lines of credit. The bank is committed to community involvement and supports local educational programs, such as the Junior Achievement Career Speaker Series. It also offers digital solutions like online and mobile banking, ensuring accessibility and convenience for its customers.

📋 Description

• 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 • Travel to client offices, prospects, branches, and industry events

🎯 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 • Clear and effective communicator • Collaborative team player • Detail-driven with a high level of accuracy • 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

• Personalized concierge services including travel assistance and access to exclusive banking privileges • Travel to client offices, prospects, branches, and industry events • Equal Employment Opportunity Employer