Lead Concierge Banker

A Lead Concierge Banker will perform a variety of operational, sales and service functions using a high degree of personal service skills. A Lead Concierge Banker is knowledgeable of all Bank services and products and is trained to promote and deliver those services, to include, but not limited to deposit accounts, cash request, funds transfers, wire transfers, stop payments, and statistical information. A Lead Concierge Banker acts as the primary bank liaison to the client for meeting their financial needs to include development and maintenance of client relationships, greeting clients, and performing routine teller transactions, opening and processing new deposit accounts, taking ownership of customer service issues through critical thinking and problem resolution skills.

Essential Duties and Responsibilities:

Duties will include, but are not limited to the following:

• Processing customer transactions efficiently and accurately in a fast- paced environment; maintaining and balancing a cash drawer; and adhering to policies and procedures.
• Greeting customers and facilitating a welcoming and customer- focused environment.
• Responding to customer inquiries and concerns; researching and identifying solutions.
• Generating new business and expanding relationships with current customers by cross-selling bank products and services.
• Building customer loyalty by developing relationships and always offering exceptional service.
• Represent the bank in a positive, courteous and professional manner by promptly greeting each client. Provide efficient and accurate service in processing transactions.
• Ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities.
• Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary.
• Assist with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms.
• Maintain a working knowledge of Treasury Management products in order to assist clients with basic online banking needs. Refer to other departments as appropriate.
• Maintain a working knowledge of consumer loan products in order to conduct a loan interview and submit and process consumer loan applications based on bank policy, as well as submit loan advances and payments.
• Assist with daily operations requests including, but not limited to, maintenance updates. Review for accuracy and assess policy for appropriate maintenance request approvals.

*This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.

Required Skills:

• Minimum of 3 years of cash handling responsibilities
• Excellent customer-service skills, including oral and written communication
• Ability to effectively contribute to a positive team environment and work toward achieving goals
• Careful attention to detail and strong organizational skills. Must adhere closely to bank procedures and regulations
• Strong work ethic and high integrity
• Strong computer and 10 key skills
• Outgoing, assertive, confident, and enthusiastic personality

Preferred Skills:

• Knowledge of banking products and procedures
• Successful sales record in a sales or banking environment
• Proficiency with all Microsoft applications (Word, Outlook, Excel etc.)

Physical Requirements:
This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.

Salary Range: $27.00 - $30.00 per hour. Exact compensation may vary based on skills, experience, and location.