Concierge Banker - San Francisco

MidFirst Bank; San Francisco (CA); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid holidays, vacation, and sick time

401(K) plan

Job summary

MidFirst Bank in San Francisco, CA, seeks a Concierge Banker to provide high-level personal banking services. You will process customer transactions, respond to inquiries, and promote bank products to grow client relationships in a fast-paced branch environment.

The role emphasizes accuracy, exceptional service, and leadership in branch operations, with opportunities to assist in training and facilities management as needed.

Qualifications

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

Responsibilities

• Process customer transactions accurately in a fast-paced environment and balance cash drawer.
• Greet customers and foster a welcoming, customer-focused environment.
• Respond to customer inquiries; research and resolve issues.
• Cross-sell bank products and services to expand relationships.
• Build loyalty by developing relationships and delivering exceptional service.
• Represent the bank professionally in all interactions.
• Ensure smooth day-to-day operations including opening/closing and vault activity.
• Assist with facilities management and training as needed.

Skills

Cash handling

Customer service

Team environment

Attention to detail

Work ethic

Integrity

10-key skills

Outgoing personality

Tools

Microsoft Office (Word, Outlook, Excel)

Job description

Come and work for a California Best Employer! As a family owned bank, MidFirst has established many client relationships that have spanned decades and generations. We are committed to continuously providing an exceptional culture creating an energizing and supportive employee experience while delivering extraordinary client service. We have many opportunities and seek individuals that want to provide exceptional banking experiences to our clients!

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, to include, but not limited to 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.

Duties will include, but are not limited to the following:

• 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.
• Represent the bank in a positive, courteous and professional manner by promptly greeting each client.
• Provide efficient and accurate service in processing transactions.
• Ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities.
• Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary.
• Assist with overall facilities management function to include purchasing supplies keeping 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.

Required Skills:

• 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

Preferred Skills:

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

Physical Requirements:

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.

Benefits:

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

Salary Range: $22.00 - $26.00 per hour. The compensation range for this position represents the minimum and maximum base salary for this role. Actual compensation will vary based on factors including experience, skills, qualifications, location, education, and business needs. This position may also be eligible for additional bonuses, where applicable.

Fair Chance Notice: Pursuant to the San Francisco Fair Chance Ordinance, qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable. law.

Employment is subject to applicable federal and state regulatory requirements, including background screening requirements applicable for financial institutions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.