Job Overview
Employment Type
Hourly
Full-time
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Professional development opportunities
wellness programs
Job Description
Wellby Financial is a premier financial institution dedicated to providing exceptional service and innovative financial solutions to its members. Known for its commitment to integrity, customer focus, and community engagement, Wellby operates various branches designed to cater to diverse financial needs. The Gemini Branch stands as the flagship location, exemplifying the company's highest standards of professionalism and member-centered service. This branch serves as a cornerstone for Wellby's dedication to delivering a seamless and welcoming banking experience facilitated by knowledgeable and passionate team members.
The Branch Corporate Concierge role at Wellby’s Gemini Branch is a vital position that focuses on ... Show More
The Branch Corporate Concierge role at Wellby’s Gemini Branch is a vital position that focuses on ... Show More
Job Requirements
- high school diploma or ged required
- minimum two to four years of customer-facing, administrative, or concierge-style experience in financial, hospitality, or corporate setting
- bachelor’s degree in business, finance, marketing, or related field preferred
- equivalent combination of education and experience may substitute
- proven confidence and comfort in supporting members with digital tools and banking technology
- familiarity with kronos or other workforce management systems strongly preferred
- certification as notary public and/or medallion signature guarantee signer must be obtained within 90 days of hire
- bondable
Job Qualifications
- high school diploma or ged required
- minimum two to four years of customer-facing, administrative, or concierge experience
- bachelor’s degree in business, finance, marketing, or related field preferred
- equivalent combination of education and experience may substitute
- proven confidence in supporting members with digital tools
- familiarity with kronos or workforce management systems preferred
- certification as notary public or medallion signature guarantee signer to be obtained within 90 days
- bondable
Job Duties
- exhibit wellby core values every day
- provide the best team member experience
- greet all members, vendors, and visitors warmly with professionalism and enthusiasm
- identify service needs and guide members to appropriate resources
- optimize lobby wait times through scheduling data and queue management
- deliver exceptional hospitality and personal touches
- collaborate to resolve complaints and escalations
- serve as digital banking ambassador
- educate members on digital tools and atm functionality
- assist with deposits, withdrawals, balance inquiries, and troubleshooting
- manage online banking and mobile app setups
- stay informed on digital services and future rollouts
- empower less tech-savvy members
- act as central coordinator for mail and package deliveries
- maintain clean, organized, and branded lobby
- ensure marketing materials are stocked and aligned with brand standards
- support notary and medallion signature guarantee services
- manage sensitive documents with discretion and compliance
- serve as concierge for executive leadership visits
- prepare meeting materials and coordinate visitor access
- perform other related duties as assigned
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
We didn't receive the exact location for this job posting,
please contact the employer.
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