Bank of Hawaii
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Universal Banker I (Moiliili Branch)
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Bank of Hawaii Job Description Under the supervision of the Manager, creates and delivers exceptional customer experiences by engaging clients with exceptional customer service while ensuring that engaged clients understand how digital and mobile alternatives can complete their banking transactions quickly and efficiently. Introduces and sells customers financial services to meet their short-and-long term needs, as identified by profiling and through knowledge of products and services. Processes all types of financial transactions for clients, balances own cash and assists with vault, ATM cash recycler and armored car duties. Responsibilities Manages overall branch client experience. Proactively engages existing and prospective clients to understand and interact with 21st century banking advancements by demonstrating transactions using technology, creating an interest and handling objections. Actively manages the branch lobby by greeting and thanking customers, checks in clients that have appointments, and assists walk in customers to ensure they are guided to the proper banker for assistance. Maintains and sells financial services to clientele by addressing both long-term and short-term goals through profiling. Identifies customer needs, maintains extensive knowledge of products and services, cross-sells, opens new accounts, calls on prospects and performs teleconsulting. Actively sells financial products and services including referrals as appropriate. Interviews, processes applications, and closes for all consumer credit products. Provides high level of quality service to customers. Processes a wide range of financial transactions to include but not limited to: cashing checks, accepting deposits, paying withdrawals, accepting payments, issuing cashier’s checks and selling traveler’s checks, etc. Balances individual cash. Identifies and secures new high and/or potentially high value consumer clients. Responsible for managing calling efforts, referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall team goals. Responsible for keeping informed of current bank policies, procedures, federal laws and regulations as well as maintains strong knowledge of all new products, programs and sales promotions. Performs other duties as assigned. Qualifications Registration with the Nationwide Mortgage Licensing System & Registry. If not yet registered, registration to be completed and accepted no later than 30 days from employment or transfer date. High School Diploma or G.E.D, or equivalent related work experience. 2+ years of experience in consumer sales, marketing and customer service. Demonstrated success in retail environment. Working knowledge and skills proficiency in Customer Experience, Laws & Regulations, Technology Literacy, Communication, Accuracy & Efficiency, and Relationship Building. Must be able to work evenings, weekends and holidays as assigned. Must be able to develop strong working relationships with all employees at various levels. We are an EEO/AA employer, including disability and veterans.
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Universal Banker I (Moiliili Branch)
role at
Bank of Hawaii Job Description Under the supervision of the Manager, creates and delivers exceptional customer experiences by engaging clients with exceptional customer service while ensuring that engaged clients understand how digital and mobile alternatives can complete their banking transactions quickly and efficiently. Introduces and sells customers financial services to meet their short-and-long term needs, as identified by profiling and through knowledge of products and services. Processes all types of financial transactions for clients, balances own cash and assists with vault, ATM cash recycler and armored car duties. Responsibilities Manages overall branch client experience. Proactively engages existing and prospective clients to understand and interact with 21st century banking advancements by demonstrating transactions using technology, creating an interest and handling objections. Actively manages the branch lobby by greeting and thanking customers, checks in clients that have appointments, and assists walk in customers to ensure they are guided to the proper banker for assistance. Maintains and sells financial services to clientele by addressing both long-term and short-term goals through profiling. Identifies customer needs, maintains extensive knowledge of products and services, cross-sells, opens new accounts, calls on prospects and performs teleconsulting. Actively sells financial products and services including referrals as appropriate. Interviews, processes applications, and closes for all consumer credit products. Provides high level of quality service to customers. Processes a wide range of financial transactions to include but not limited to: cashing checks, accepting deposits, paying withdrawals, accepting payments, issuing cashier’s checks and selling traveler’s checks, etc. Balances individual cash. Identifies and secures new high and/or potentially high value consumer clients. Responsible for managing calling efforts, referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall team goals. Responsible for keeping informed of current bank policies, procedures, federal laws and regulations as well as maintains strong knowledge of all new products, programs and sales promotions. Performs other duties as assigned. Qualifications Registration with the Nationwide Mortgage Licensing System & Registry. If not yet registered, registration to be completed and accepted no later than 30 days from employment or transfer date. High School Diploma or G.E.D, or equivalent related work experience. 2+ years of experience in consumer sales, marketing and customer service. Demonstrated success in retail environment. Working knowledge and skills proficiency in Customer Experience, Laws & Regulations, Technology Literacy, Communication, Accuracy & Efficiency, and Relationship Building. Must be able to work evenings, weekends and holidays as assigned. Must be able to develop strong working relationships with all employees at various levels. We are an EEO/AA employer, including disability and veterans.
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