Concierge Banker
Concierge Banker
Posted on :
06-08-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
06-08-2025
Job Description
Concierge Banker
Full Time
Bullard TX
Full Time
Bullard TX
Summary:
This position is pivotal in driving market growth through active support to the Market President. Responsibilities include coordinating across departments particularly treasury for exceptional onboarding and servicing experiences. The role mirrors that of a Senior Relationship Banker Lead involving managing customer contacts understanding account needs and offering lending services. Advanced knowledge in treasury operations is crucial. Additionally the role entails assisting complex consumer and business customers with onboarding and servicing while effectively addressing escalated challenges. Furthermore the Concierge Banker steps in as needed by the Senior RB Lead and Market President offering solutions to enhance customers financial wellbeing and fostering multigenerational relationships.
JOB DUTIES AND RESPONSIBILITIES:
Service
- Onboard and Follow-up with customers promptly and when promised help them navigate any service challenge and then share what you learned for the benefit of others.
- Fully Understand bank products and services with emphasis on Treasury Management
- Take ownership over the physical appearance of your branch and workspace.
- Have effective onboarding conversations that meet UBank standards.
- Open consumer products for customers perform maintenance on existing accounts.
- Utilize access manager to unlock online banking profiles.
- Use client central to unlock debit card and clear fraud cases an increase temporary and permit limit increase with appropriate approvals.
- Access to and ability to maintenance Phonebank system to aid customers.
- Right hand to MP (Market President) concerning customer contacts
- Performs approvals with higher limits for customer transactions including wire transfers debit card limits and refunds.
- Will handle more Treasury education training and onboarding for customers.
- Build customer relationships and gather deposits.
Lifelong Relationships
- Engage in intentional conversation based of the three Ps: Personal Professional and Play.
- Meeting customers where they are absent of judgment and shame.
- Make needs-based recommendations empowering customers to thrive in their financial lives.
- Promptly Answer telephone (less than 3 rings) and address or escalate inquiries as needed.
- Provide effective follow-up on new accounts open that includes 2x2x2 process. A thank you card within 2 days of opening and account a follow up call in 2 weeks to make sure customers have everything set up and working properly and a call in 2 months to follow up on additional needs.
- Open business accounts and new business online banking access including maintenance like adding accounts.
- Understand and complete TM paperwork and service trouble shooting like RDC set up additional services.
- Deliver on departments Key Performance Indicators
- Meets a minimum of twice a week and a monthly branch meeting with the retail team.
- Manage service levels through effective scheduling including RB rotation.
Operational Excellence
- Accurately filling out tickets to ensure efficiency for customers both internal and external.
- Master opening and closing procedures including dual control.
- Shows eagerness and capacity to learn new methods procedures and techniques.
- Demonstrate the ability to open accounts properly ensuring to gather all the appropriate CIP (Customer Identification Program) information.
- Managing personal technical exceptions to follow retail standards.
- All other tasks as assigned.
- Review and approve wires based of policy and procedure (once certified)
COMPETENCIES:
- Decision Quality - Making and taking responsibility for and demonstrating commitment to appropriate decisions promptly. Ensuring that decisions are made based on policies rules and organizational directives and solving emerging problems.
- Customer Oriented Will need a positive and constructive view of working with others. There will be a high percentage of time spent listening to understanding and successfully working with a wide range of people from diverse backgrounds to achieve win-win outcomes.
- Instills Trust - acting with integrity showing consistency and being credible.
- Drives Vision and Purpose Ability to be an example and champion of the brand and mission of the bank inspiring others to participate a contribute to the betterment of the organization of a whole.
- Situational ability - recognizes the need to be flexible and act differently because no two situations are exactly alike.
- Urgency Requires divisiveness quick response and fast action. Often Critical situations demanding that on-the-spot decisions be made with good judgment. The job will repeatedly face important deadlines that must be met on time
Employment Type
Full Time
Key Skills
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