Personal Banking Concierge - White-Glove Service

Description

Job Summary

Delivers a personalized, high-quality banking experience by providing efficient and professional transaction services, conducting needs-based conversations, and assisting customers with account opening and other banking solutions. Builds strong customer relationships by identifying financial needs, resolving inquiries, and ensuring a seamless White Glove service experience during every interaction.

Essential Job Functions

• Serve as a trusted point of contact for customers by identifying financial needs, providing appropriate banking solutions, and delivering a personalized, high-quality service experience that contributes to the success of the branch.
• Perform a broad range of branch activities, including transaction processing, account opening, customer servicing, problem resolution, and referral generation while ensuring accuracy, compliance, and operational excellence.
• Build, maintain, and deepen customer relationships by proactively engaging customers, understanding their needs, and connecting them with products and services that support their financial goals.
• Support branch sales, service, and promotional initiatives by adapting to changing business needs, identifying opportunities to enhance the customer experience, and contributing to branch performance objectives.
• Assist branch leadership with daily operational activities, including transaction approvals, reporting, balancing, and other branch support functions to ensure efficient branch operations.
• Collaborate with branch staff and internal departments to deliver a seamless customer experience and resolve customer needs in a timely and professional manner.
• Perform other duties and special projects as assigned.

Qualifications/Requirements

• High school diploma or equivalent.
• At least 1-2 years of cash handling, customer service, or sales experience.
• Ability to exchange non-routine information using tact and persuasion as appropriate.
• Strong verbal and written communication skills.