Branch Concierge
Core
Deliver outstanding outcomes for customers in a retail bank branch by handling transactions, processing loan applications, and guiding customers on digital banking options.
Role type
Branch Concierge (Retail Banking)
Builds
Personal loans, credit cards, and digital banking adoption for 10 million+ customers
Domain
Retail Banking
Deliverable
client delivery
Required skills
Transactional processing, Financial Health Checks, customer relationship building, product knowledge, referral management, community engagement
Preferred skills
Service excellence, independent work, holistic problem solving, integrity
Responsibilities
Build personal connections with customers, assist with in-branch technology, process loan and credit card applications, conduct Financial Health Checks, reconcile transactions, participate in community events, ensure team safety and wellbeing
Seniority
Part-time, 25 hours/week