Customer-Centric Banking Concierge & Sales Specialist

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

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.