Hybrid Concierge Banking Officer bei First Bank

Thank you for your interest in joining First Bank. If you’re looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you’ve come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Concierge Banking Officer.

The Concierge Banking Officer helps the bank fulfill its vision by delivering personalized, high-touch banking services. This role acts as a trusted financial partner, offering top notch support for top clients’ banking and financial needs, ensuring exceptional customer service, discretion, and tailored financial solutions.

Duties and Responsibilities 

• Nurtures relationships for individuals, families, business owners, and executives by providing value-added services, expertise, and personalized proactive high-touch experience acting as their primary point of contact for all banking services.
• Anticipates client needs for their generation and provides proactive solutions with discretion, professionalism and urgency tailored to the client’s goals.
• Coordinates the services across personal and business needs to ensure a seamless financial experience for clients.
• Partners with Retail Banking, Relationship Banking, and Treasury Management personnel to create new and expand existing client relationships.
• Participates in company’s organized officer call program meeting with at least two clients and/or prospects per day. Conducts relationship reviews (at a minimum annually). These reviews would include a real-time review of their needs, stretching to understand and develop five-year plan growth plans.
• Provides personalized assistance for clients to ensure continuity. The concierge-level support is in person, by phone, or digitally, and not limited to standard banking hours.
• Advises clients and prospects on customized banking products and services, that include but not limited to deposits, credit, lending, treasury services, and digital tools.
• Guides financial conversations with complete or multi-entity financial needs.
• Supports business owners and executives on optimizing personal and business financial flows.
• Strategically maintains public relations with the community by serving on local boards and committees and attending community functions.
• Remains proficient in First Bank’s software including but not limited to account opening platform, CRM, and core systems.
• Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses.
• Performs other duties as assigned.

Qualifications

• Skill Requirements:
  • Customer service
  • Data analysis
  • Forecasting
  • Problem solving
  • Computer usage
  • Verbal and written communication
  • Presentation skills
  • Detail orientation
  • Critical thinking
  • Strategic thinking
  • Sales
  • Negotiating
  • Complaint resolution
• Knowledge: Credit, treasury solutions, bank deposit and loan products, rules, and regulations
• Work experience: 10 years financial services industry or related experience
• Certifications: None required
• Management experience: None required
• Education: Bachelor’s degree in business or related field preferred
• Motivations: Desire to grow in career

Work Environment

• Work Hours: Monday through Friday, 8:00-5:00 but additional hours will be required for client meetings, company meetings, and training.
• Job Arrangement: Full-time, permanent
• Travel Requirement: Frequent. The job will require travel on a regular basis, but rarely will the travel involve overnight-stays. The travel may be for client and employee meetings, training, or other work-related duties.
• Remote Work: The role is hybrid working from multiple banking locations, clients’ preferred locations, and virtual channels.
• Physical Effort: May require sitting for prolonged periods.
• Environmental Conditions: No adverse environmental conditions expected.

The position offers a competitive salary, medical insurance coverage, 401K-retirement plan, and other benefits.

EO / M /F/ Vet / Disability. First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status.  Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources.

This application will be given every consideration, but its receipt does not imply that the applicant will be employed.  Applications will be considered for vacancies which arise during the 60-day period following submission.  Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period.

Replies to all questions will be held in strictest confidence.

In order to be considered for employment, this application must be completed in full.

APPLICANT'S STATEMENT

By submitting an application I agree to the following statement:

(A)         In consideration for the Bank’s review of this application, I authorize investigation of all statements contained in this electronic application.  My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation. 

(B)         As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications.  Much of this information may only be supplied by my prior employers.  In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank’s human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations.  Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information.

(C)         I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice.

(D)         If hired, I will comply with all rules and regulations as set forth in the Bank’s policy manual and other communications distributed to employees. 

(E)         If hired, I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination.

(F)       The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered.

(G)         I hereby acknowledge that I have read the above statement and understand the same.