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Patriot Bank, N.A. · 2 months ago

Concierge Banking Officer

LOS ANGELES,CA,US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Patriot Bank, N.A. is seeking a Concierge Banking Officer to deliver personalized, high-touch banking services to High Net Worth individuals and families. This role involves acting as a single point of contact for clients and ensuring a seamless experience across various banking and financial services.

BankingFinancial ServicesInformation Services

Growth Opportunities

Responsibilities

Serve as a dedicated relationship manager for HNW clients, delivering white-glove high touch service across all banking needs

Develop and maintain deep relationships with clients to understand their 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 as needed

Ensure compliance with all regulatory and internal policies during client interactions and transactions

Resolve client issues and inquiries efficiently, maintaining the highest standards of service and confidentiality

Organize exclusive client events or experiences to build loyalty and engagement

Qualification

Client relationship managementFinancial products knowledgeRegulatory awarenessSales performanceAnalytical skillsChange managementProgram governanceRisk acumenInterpersonal skillsCommunication skillsProblem-solving skills

Required

Bachelor's degree in Finance, Business, or related field

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

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

Benefits

401K

Health Insurance

Dental Insurance

Vision Insurance

Health Savings Account

Flexible Spending Account

Employee Assistance Program

Paid Time Off

Company

Patriot Bank, N.A.

Patriot Bank is a leading community and commercial bank headquartered in Stamford, CT with branches in Fairfield and New Haven Counties in Connecticut and in Westchester County in New York.

Founded in 1994

Stamford, Connecticut, USA

51-200 employees