HNW Concierge Banker | Elite Relationship Manager

PATRIOT BANK, N.A.; Florida; On-site; USD 65,000 - 95,000; Full time

Job summary

Patriot Bank, N.A. in Florida seeks a Concierge Banking Officer to deliver personalized, high-touch banking services to High Net Worth clients.

You will act as the single point of contact, coordinating a broad range of banking and financial services to ensure a seamless client experience. The role requires strong relationship management, in-depth product knowledge, and the ability to anticipate complex needs.

Qualifications

• 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.

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.

Skills

Relationship mgmt

Sales experience

Interpersonal skills

Financial products

Discretion

Education

Bachelor's degree in Finance or related field

Job description

Patriot Bank, N.A. in Florida seeks a Concierge Banking Officer to deliver personalized, high-touch banking services to High Net Worth clients.

You will act as the single point of contact, coordinating a broad range of banking and financial services to ensure a seamless client experience. The role requires strong relationship management, in-depth product knowledge, and the ability to anticipate complex needs.