Branch Concierge
Core
Frontline retail banking role delivering seamless banking experiences and financial solutions for personal and small business customers in a branch hub.
Role type
Branch Concierge (Retail Banking)
Builds
In-branch banking services, digital adoption, and financial health assessments for 10 million+ customers.
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
Customer relationship building, transactional processing, loan and credit card application handling, financial health assessment, digital banking guidance, community engagement, service recovery.
Preferred skills
Ability to work independently, holistic problem solving, passion for service excellence, integrity.
Responsibilities
Build personal connections with customers, assist with in-branch technology and digital banking, process loan and credit card applications, conduct Financial Health Checks, refer customers to specialists, participate in community events, reconcile transactions, capture customer feedback.