Concierge Banker

Job DescriptionJob DescriptionPosition DescriptionCONCIERGE BANKER
Summary
The Concierge Banker is responsible for possessing a cordial and friendly interactive style with excellent communication skills, accuracy, attention to detail, a positive outgoing attitude along with a professional appearance. Concierge Bankers are the faces of Fourth Capital to many of our customers and non-customers alike. Concierge Bankers help customers meet their financial goals by handling routine financial transactions (deposits, withdrawals, advances, loan payments, merchant transactions, etc.) and give a warm welcome to everyone who comes into the branch. Our Concierge Bankers bring the customer experience to life and put exceptional thoughtfulness, care, and attentiveness into everything they do. Offering expertise across a range of financial solutions, they inform customers of other products and services that meet their needs.

What You’ll Do at Fourth Capital

• Adheres to the Bank’s, Vision, Virtues and Principles while providing customers with timely, responsive, and exceptional service in accordance with the Bank’s customer service standards.
• Build long-term relationships with clients in-person and by phone.
• Perform daily responsibilities to include, Cross-selling additional bank products; Serving as primary contact for new account openings and servicing customers; Processing stops payments, wire transfers, telephone transfers, placing check orders, processing special instructions on accounts; Performing general file maintenance.
• Oversees the quality and accuracy of transactions performed for our customers.
• Greets and welcomes customers to Fourth Capital in a courteous, professional, and timely manner, providing prompt, accurate, and efficient customer transactions.
• Develops strong customer relationships, learning to recognize customer needs and find opportunities to expand relationships.
• Handles a variety of transactions in keeping with Fourth Capitals’ policies and procedures.
• Follows all regulatory rules and regulations, immediately reports any suspicious behavior and/or situations that may result in criminal or emergency incidents and completes all required training in a timely manner.

Additional duties and responsibilities may be assigned.
Required and/or Preferred Skills and Experience

• Associate-degree, or equivalent education and related training
• 1-2 years comparable retail experience and sales experience preferred
• Proficient in Microsoft office, including Outlook, Excel, PowerPoint, and Word.

Qualifications

• Cash handling or payment transactions and client-facing experience.
• Basic math and numeric sequencing aptitude.
• Willing and able to follow instructions and work under established guidelines.
• Demonstrated ability to uncover referral opportunities preferred.
• Solid knowledge of risk management and loss prevention a plus.
• Excellent organizational and time-management skills.
• Ability to work independently and with a team.
• Ability to prioritize multiple projects with specific deadlines.
• Ability to interact with all levels of individuals.
• Ability to work effectively in a fast-paced environment with a low tolerance for error.
• Professional dress and demeanor.
• Must demonstrate commitment, strict confidentiality, dependability, and respect for other employees with regular attendance, punctuality, and adherence to an agreed-upon schedule.

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