Elite Concierge Banking Officer for HNW Clients

Patriot-Bank,-N.a.; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Patriot Bank is seeking a Concierge Banking Officer to serve as the primary relationship manager for High Net Worth clients, delivering personalized, high-touch banking and access to exclusive privileges.

The role requires strong relationship management, knowledge of financial products, and a commitment to confidentiality and exceptional client service. Candidates should have 3–5+ years in private or concierge banking, and a Bachelor’s degree preferred.

Qualifications

• Bachelor’s degree preferred 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.
• Discretion and professionalism in handling sensitive client information.

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 and service expectations.
• Provide personalized concierge services including account management, transaction support, travel assistance, and access to exclusive banking privileges.
• Collaborate with internal departments to fulfill client needs.
• Proactively identify opportunities to deepen client relationships and refer clients to specialists as needed.
• Ensure compliance with all regulatory and internal policies during client interactions and transactions.
• Resolve client issues and inquiries efficiently, maintaining high standards of service and confidentiality.
• Organize exclusive client events or experiences to build loyalty and engagement.

Skills

Interpersonal skills

Communication

Problem-solving

Discretion

Relationship management

Sales performance

Professionalism

Education

Bachelor’s degree in Finance/Business

Job description

Patriot Bank is seeking a Concierge Banking Officer to serve as the primary relationship manager for High Net Worth clients, delivering personalized, high-touch banking and access to exclusive privileges.

The role requires strong relationship management, knowledge of financial products, and a commitment to confidentiality and exceptional client service. Candidates should have 3–5+ years in private or concierge banking, and a Bachelor’s degree preferred.