Concierge Banking Officer

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🐊 Florida – Remote

🐊 Florida – 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 high-net-worth clients, delivering 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 • 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 service and confidentiality standards • Organize exclusive client events or experiences to build loyalty and engagement • Travel to client offices, prospects, branches, and industry events as needed

🎯 Requirements

• Bachelor's degree in Finance, Business, or a related field is 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 communication • Collaborative team-player abilities • Detail-driven with a high level of accuracy • Excellent analytical, problem-solving, and critical-thinking skills • Influential communication 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 • Ability to perform the listed physical requirements, including occasionally lifting or moving up to 10 pounds