Concierge Banking Officer

PATRIOT BANK, N.A. • Palm Beach, FL

3d • Hybrid

About The Position

The Concierge Banking Officer is responsible for delivering personalized, high-touch banking services to High Net Worth (HNW) individuals and families. This role acts as a single point of contact for clients, ensuring a seamless and exceptional experience across a wide range of banking and financial services. The ideal candidate has strong relationship management skills, in-depth knowledge of financial products, and the ability to anticipate and meet the complex needs of affluent clientele.

Requirements

• Bachelor’s degree in Finance, Business, or related field (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 communicator
• Collaborative team player
• Detail-driven with a high level of accuracy

Nice To Haves

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level