Concierge Banking Officer
Company: PATRIOT BANK, N.A.
Role summary
Concierge Banking Officer is a role at PATRIOT BANK, N.A. in Palm Beach, Florida, United States (remote). Posted 2026-09-01. Experience level: 2-5.
- Job title
- Concierge Banking Officer
- Company
- PATRIOT BANK, N.A.
- Location
- Palm Beach, Florida, United States
- Work arrangement
- remote
- Category
- Software Engineering
- Experience level
- 2-5
- Date posted
- 2026-09-01
Patriot Bank is looking for a dedicated Concierge Banking Officer to provide top-tier service to their valued clients. This is a fantastic opportunity to build lasting relationships and offer personalized financial solutions in a supportive team environment. Plus, they're open to candidates without a degree!
Job description
Description
OVERVIEW
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.
ESSENTIAL DUTIES AND RESPONSIBILITES include the following.
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
SUPERVISORY RESPONSIBILITIES
This job does not have managerial responsibilities.
Requirements
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
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
OTHER QUALIFICATIONS
Clear and effective communicator
Collaborative team player
Detail-driven with a high level of accuracy
PREFERRED / PLUS QUALIFIACATIONS
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
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable Individuals with disabilities to perform the essential functions.
Travel: Travel to client offices, prospects, branches, and industry events.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.
WORK ENVIRONMENT
While performing the duties of this Job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate.
EQUAL EMPLOYMENT OPPORTUNITY
Patriot Bank is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, veteran status, or any other protected status under federal, state, or local law.
This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the incumbent. Incumbents may be asked to perform other duties as required.