Concierge Banker

Essential Duties and Responsibilities

This role will perform a variety of sales and service functions using a high degree of personal service skills. A Concierge Banker is responsible for efficiently processing a variety of client transactions and promptly responding to all client information and transaction requests. In addition, a banker should be knowledgeable of all Bank services and products and is trained to promote and deliver those services, including deposit accounts, cash requests, funds transfers, wire transfers and stop payments.

This individual must be able to work in a fast‑paced environment that requires accuracy and the highest level of service. This role will be accountable for the operational efficiency and effectiveness of the branch while providing leadership and direction to colleagues.

• Processing customer transactions efficiently and accurately in a fast‑paced environment; maintaining and balancing a cash drawer; and adhering to policies and procedures.
• Greeting customers and facilitating a welcoming and customer‑focused environment.
• Responding to customer inquiries and concerns; researching and identifying solutions.
• Generating new business and expanding relationships with current customers by cross‑selling bank products and services that would benefit each individual.
• Building customer loyalty by developing relationships and always offering exceptional service.
• Representing the bank in a positive, courteous and professional manner by promptly greeting each client.
• Providing efficient and accurate service in processing transactions.
• Ensuring proper functioning of day‑to‑day operations, including opening and closing procedures, cash levels and vault activities.
• Assisting in ensuring compliance with bank's policies and procedures and providing proper training as necessary.
• Assisting with overall facilities management functions to include purchasing supplies and maintaining a professional image of break rooms and conference rooms.

This list includes the current primary responsibilities of this position. It is not intended to be all‑inclusive and is subject to change, as needed, for the purpose of operational efficiency.

• Minimum of 2 years of cash handling responsibilities
• Excellent customer‑service skills, including oral and written communication
• Ability to effectively contribute to a positive team environment and work toward achieving goals
• Careful attention to detail and strong organizational skills. Must adhere closely to bank procedures and regulations
• Strong work ethic and high integrity
• Strong computer and 10‑key skills
• Outgoing, assertive, confident, and enthusiastic personality

• Knowledge of banking products and procedures
• Successful sales record in a sales or banking environment
• Proficiency with all Microsoft applications (Word, Outlook, Excel, etc.)

This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.

We offer a generous comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and a 401(K) plan. Hours of paid leave may vary based on position.

Salary Range: $20.00 - $25.00 per hour. Exact compensation may vary based on skills, experience, and location.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.