Concierge Banker - Encino

Encino, CA, USA|Onsite

Job Overview

Employment Type

Temporary

Full-time

Part-time

Hourly

Compensation

Hourly

Range $20.00 - $25.00

Work Schedule

Standard Hours

Benefits

Medical insurance

Dental Insurance

Vision Insurance

Paid holidays

Paid vacation

Paid sick leave

401(k) Plan

Job Description

The hiring establishment is a reputable financial institution committed to delivering exceptional banking services to its clientele. As a cornerstone in the banking community, the organization prides itself on maintaining high standards of customer service, operational efficiency, and integrity. This bank offers a variety of products and services ranging from deposit accounts and cash management to wire transfers and stop payments, catering to a diverse customer base with tailored financial solutions. The institution values employees who demonstrate professionalism, a strong work ethic, and a passion for creating positive client experiences in a fast-paced environment.

The role available is that of a Concierge Banker, a position central to the daily operations and client interactions within the branch. This role requires a unique blend of sales acumen and service excellence, as the Concierge Banker is responsible for processing various client transactions swiftly and accurately while providing personalized service tailored to individual customer needs. In addition to handling routine transactions such as deposits, withdrawals, funds transfers, and stop payments, the Concierge Banker serves as a knowledgeable resource for all bank products and services. This includes promoting offerings to customers, identifying opportunities to cross-sell financial products, and fostering long-term relationships that enhance customer loyalty.

Working in a fast-paced branch environment, the Concierge Banker must exhibit meticulous attention to detail and adherence to regulatory policies and operational procedures, ensuring the highest level of accuracy and compliance. The position also involves leadership responsibilities, guiding colleagues to maintain operational efficiency and uphold the branch's professional image. The Concierge Banker contributes to the branch's success by managing cash drawers, vault activities, and daily opening and closing procedures while supporting facilities management by maintaining the cleanliness and professional appearance of shared spaces.

This is a full-time position offering a competitive hourly wage ranging from $20.00 to $25.00. Compensation is commensurate with experience, qualifications, location, and other business considerations, and may include eligibility for additional bonuses. The bank provides a comprehensive benefits package that includes medical, dental, and vision coverage, paid holidays, vacation, sick leave, and a 401(K) retirement plan. Employees are supported within an inclusive and equitable workplace, recognizing the importance of diversity and compliance with equal opportunity employment laws.

Overall, the Concierge Banker role is ideal for individuals who thrive in dynamic environments, possess strong communication and organizational skills, and are driven to contribute to exceptional customer experiences and operational excellence within a respected banking institution. Candidates must be physically capable of the demands of the job, including standing or sitting for extended periods and handling cash drawers and other materials weighing up to 25 pounds. The successful candidate will bring an outgoing, confident, and enthusiastic personality combined with a commitment to integrity and teamwork, making them a vital contributor to the branch's ongoing success.

Job Requirements

Minimum of 2 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

Job Qualifications

Minimum of 2 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
strong work ethic and high integrity
strong computer and 10 key skills
outgoing, assertive, confident, and enthusiastic personality
knowledge of banking products and procedures
successful sales record in a sales or banking environment
proficiency with all Microsoft applications (Word, Outlook, Excel etc.)

Job Duties

Processing customer transactions efficiently and accurately in a fast-paced environment
maintaining and balancing a cash drawer
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 that would benefit each individual
building customer loyalty by developing relationships and always offering exceptional service
representing the bank in a positive, courteous and professional manner by promptly greeting each client
providing efficient and accurate service in processing transactions
ensuring proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities
assisting in ensuring compliance with bank's policies and procedures and providing proper training as necessary
assisting with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms