Concierge Banking Officer

Patriot Bank, N.A.

. Serve as a dedicated relationship manager for high-net-worth clients .

Posted 10/9/2026full-timeRemote • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and sales performance within private, retail, or concierge banking, while ensuring compliance with regulatory standards. Possesses strong analytical, problem-solving, and communication skills to effectively address client needs and enhance service delivery.

Highest-signal resume keywords

Client Relationship ManagementSales PerformanceFinancial Products KnowledgeRegulatory ComplianceAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ProductsInvestment KnowledgeCredit UnderstandingInsurance KnowledgeConcierge ServicesAccount ManagementTransaction SupportEvent OrganizationChange ManagementProgram Governance

Soft Skills

Interpersonal SkillsCommunication SkillsProblem-Solving SkillsDetail-DrivenCollaborative Team Player

Industry Keywords

High-Net-Worth ClientsWhite-Glove ServiceConfidentialityClient EngagementRisk Acumen

About the role

Key responsibilities & impact

Serve as a dedicated relationship manager for high-net-worth clients
Deliver white-glove, high-touch service across banking needs
Develop and maintain deep client relationships to understand 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
Ensure compliance with regulatory and internal policies during client interactions and transactions
Resolve client issues and inquiries efficiently while maintaining high standards of service and confidentiality
Organize exclusive client events or experiences to build loyalty and engagement
Travel to client offices, prospects, branches, and industry events

Requirements

What you’ll need

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
Clear and effective communicator
Collaborative team player
Detail-driven with a high level of accuracy
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
Ability to travel to client offices, prospects, branches, and industry events