Job Description

Job Description

Job Description

CLIENT CONCIERGE

Summary

The Fortis Bank Client Concierge is responsible for creating and maintaining a welcoming and well-organized experience for our clients and our people. The ideal candidate will be able to undertake a variety of client and office support tasks and work diligently under pressure. This individual will be comfortable working with a high degree of attention to detail and discretion as well as incorporating new and effective ways to achieve better results.

Responsibilities

Client Services

• Welcome visitors at the front desk by greeting, directing, and announcing them appropriately.
• Manage central call and e-mail volume by answering, screening, and forwarding incoming correspondence appropriately.
• Perform daily Bank and office opening procedures and closing procedures.
• Maintain a bank teller drawer and workstation, performing standard teller transactions for clients as needed.
• Provide ongoing administrative support to the Client Services team related to account servicing, maintenance, and other client service requests.
• Develop a fundamental understanding of the banking industry, as well as a complete understanding of products and services offered to our clients.
• Follow all internal policies and procedures to ensure the bank is operating in a compliant manner.

Office Administration

• Ensure reception area and other office common areas are organized, tidy, and operating effectively.
• Receive, sort, and distribute daily mail and deliveries.
• Maintain bank and office security by following safety procedures and controlling access via the reception desk, including, but not limited to, monitoring a visitor log, issuing visitor badges, and managing parking validations.
• Resolve office-related issues and respond to team members requests.

• Manage relationships with appropriate vendors for office services such as cleaners, service providers, and office supplies.
• Closely track all office related supplies, ensuring items are properly ordered and stocked regularly according to team members needs and budget.

Qualifications

• Bachelor’s Degree preferred; High school diploma required.
• Minimum of 3-5 years of experience in client service, hospitality, and/or office administration.
• Embodies the Fortis Bank culture principles and competencies and consistently demonstrating a positive, ambitious, and solution-oriented attitude with clients and team members.
• Proficient and experienced in Microsoft Office suite products and technology, including but not limited to: Outlook, Microsoft Teams, Word, Excel, and PowerPoint.
• Strong ability to adapt to systems and technology, including but not limited to: client relationship management tools, conference room management and teleconferencing systems and tools, banking core systems, and other common office management products.
• Communicates effectively and professionally, both verbally and via e-mail and other chat tools.
• Excellent organizational skills, regularly demonstrating the ability to multitask, prioritize, and manage time efficiently.
• Demonstrates strong interpersonal skills, with the ability to build meaningful professional relationships with senior management and team members.

ADDITIONAL INFORMATION

Reporting Structure : Reports to the Client Services Manager

Office Requirements : This position is required to work in the Downtown Denver, CO office Monday – Friday, 8:30AM – 5:00PM.

ABOUT FORTIS

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at

At Fortis Bank, we take great pride in being a commercial banking partner for our clients. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves and we recognize, reward, and develop those individuals who make an outsized impact to the business. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience.

Fortis is Great Place to Work-Certified™

Join a team where your expertise and passion can make a meaningful impact. Learn more today at

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