Concierge Banking Officer

Patriot Bank•Stamford, CT

56d

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

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