Branch Concierge
Core
Deliver seamless banking experiences and financial solutions to customers in a retail branch environment.
Role type
Branch Concierge (Retail Banking)
Builds
Personal banking products, digital adoption, and customer financial health assessments
Domain
Retail Banking
Deliverable
product features
Required skills
Customer relationship building, transactional processing, loan and credit card application handling, financial health assessment, in-branch technology support, community engagement
Preferred skills
Service excellence, independent work, referral to specialists, holistic problem solving
Responsibilities
Build personal connections with customers, assist with in-branch technology and digital banking, process loan and credit card applications, conduct Financial Health Checks, reconcile transactions, participate in community events, ensure team safety and wellbeing, capture customer feedback
Seniority
Individual Contributor