Concierge Banking Specialist

What You'll Be Doing

The Concierge Banking Specialist will develop and maintain relationships with high-net-worth clients, providing tailored account management and assisting with various transactions. This role requires meticulous attention to detail, empathy, and a proactive approach to client needs.

• Develop and maintain strong relationships with high-net-worth clients, understanding their banking needs.
• Provide tailored account management, including balance inquiries, transaction history, and account maintenance.
• Assist customers with processing transactions, such as fund transfers, bill payments, and check orders.
• Collaborate with internal departments such as deposit operations, wealth management, mortgage services, and commercial banking to ensure clients receive comprehensive and seamless services.
• Address and resolve client issues or concerns promptly and effectively, ensuring a high level of client satisfaction. Escalate complex cases to the appropriate department when necessary.
• Accurately document customer interactions and transactions in the bank's system.

• Passionate about providing exceptional service and building lasting client relationships.
• Meticulous attention to detail and accuracy in all tasks.
• Empathy and patience in understanding and addressing customer needs and concerns.
• Self-motivated with a proactive approach to identifying and addressing client needs.
• High level of professionalism and integrity in all interactions.
• Ability to adapt to changing situations and handle stressful situations calmly and effectively.
• Availability to be on-call during evenings and weekends.
• Proficiency in banking software and Microsoft Office Suite.

• Minimum required:
  Bachelor's degree in a related field or equivalent work experience.
• Minimum required: 3+ years of experience in banking, financial services, or a related field, with a focus on high-net-worth clients.

• None

• Proficient in Microsoft Office Suite

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.