Concierge Banking Officer

Job not on LinkedIn

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 high-net-worth clients • Deliver white-glove, high-touch service across banking needs • Develop and maintain deep client relationships to understand 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 • Ensure compliance with regulatory and internal policies during client interactions and transactions • Resolve client issues and inquiries efficiently while maintaining high 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 • Ability to travel to client offices, prospects, branches, and industry events