Private Banking Service Manager

Central Pacific Bank · Honolulu, HI · Yesterday

Full-time

Oversee customer service operations, ensuring high-quality interactions, resolving client issues, and enhancing overall customer satisfaction.
Operational Oversight & Compliance – Ensure private banking operations comply with bank policies, industry regulations, and risk management protocols, while streamlining processes for efficiency.
Team Leadership & Staff Development – Supervise and mentor employees, providing training, setting performance goals, and fostering a customer-centric culture.
Sales Support & Business Development – Assist the private banking division in sales initiatives, collaborate with relationship managers, and support cross-selling efforts to enhance revenue and client engagement.
Cash Management & Security – Oversee daily overdrafts, transaction processing, and security protocols to minimize risk and maintain operational integrity by preventing fraud and minimizing financial losses.

Serves as a primary point of contact for escalated client issues, ensuring prompt and effective resolution.
Develops and oversees programs to improve technical, sales, and service skills of administrators and support personnel.
Develops and oversees programs and activities that enhance customer experience of internal and external customers; continually improve customer service ratings.
Identifies and implements efficiency and profitability improvement opportunities.

Opening Accounts, Renewing CDs, Assist Wire Transaction Services, Cross-selling bank products.

Ensures compliance with all regulatory requirements and internal policies related to private banking operations.
Implements controls and procedures to mitigate operational risks and maintain a secure environment for client transactions.
Keeps abreast of regulatory and industry developments.
Ensures team’s compliance with bank, internal audit, and FDIC/DFI exam requirements; achieve satisfactory ratings.
Develops, implements, and ensures adherence to policies, procedures, and business practices and standards.

Attracts, develops, and retains the right staff to achieve short- and long-term goals and objectives.
Creates an environment where the Bank’s performance management process is administered fairly; holds others accountable, addresses performance issues appropriately, provides frequent development opportunities, and makes investments to allow for the advancement of existing staff.
Demonstrates an understanding of and actively supports the Bank’s EEO and AAP practices and policies.
Embraces diversity and demonstrates the Bank’s core values in everyday behavior.
Provides leadership and direction, managing a team serving the affluent market.
Establishes goals and monitors progress towards those goals including coaching, training, and staff development.
Provides active guidance and support to officers and staff.

Owns and manages the key processes required to achieve customer satisfaction and makes key business decisions to achieve desired results.
Improves personal/professional status through education and keeping abreast of updated bank policies, procedures, and products and services.
Achieves a satisfactory rating on audits.
Keeps informed of current bank policies, products, investment performance and procedures, federal laws, and regulations.
Attends ongoing licensing and continuing education courses relevant to the position.
Actively participates in professional and community organizations consistent with position.

Education: Bachelor’s Degree from an accredited 4-year university in a business-related discipline required.
Experience: 5+ years of banking operation experience, including documentation, branch sales/service, etc. required. 2+ years of Management experience OR 4+ years of Supervisory experience required.
Licenses/Certifications: Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) is required prior to performing any duties of a Mortgage Loan Originator (MLO).

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