Relationship Manager Private Banking (Kauai)

Responsibilities

• Provides expert financial advice and counsel to clients and prospective clients especially in the areas of private banking, personal trust and investments.
• Able to present alternative solutions for a variety of complex business situations.
• Analyzes economic and industry market trends to identify potential business opportunities and high-risk situations.
• Partners with Wealth Management Product Specialists as needed to provide counsel and expert advice in all areas of Wealth Management.
• Retains, grows, and profits assigned client relationships and develops new relationships with prospective high net worth clients by utilizing their competent understanding of the Comprehensive Wealth Management concepts.
• Works with internal partners to generate referrals and leads that lead to new business or expand existing business.
• Administers and adheres to regulatory and compliance requirements, policies and procedures related to investment agency accounts, bank depositories, and credit facilities.
• Ensures compliance with the Bank of Hawaii Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures.
• Performs all other miscellaneous responsibilities and duties as assigned.

Qualifications

• A credit report mandated by the Dodd-Frank Act to ensure demonstrated financial responsibility. The report is to be obtained and accepted no later than 30 days from employment or transfer date. If not accepted, employment may be terminated.
• 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. If not registered and accepted, employment may be terminated.
• Bachelor’s degree from an accredited institution or equivalent work experience.
• Dependent on years of experience and size/complexity of prior positions held, must have 3-4 years of Commercial lending/Private Banking lending experience and 3-4 years of client portfolio management experience.
• Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, and PowerPoint) or similar software.
• Knowledge of or ability to use Bank software and systems.
• Well developed analytical and problem solving skills.
• Excellent writing, speaking, and presentation skills.
• The ability to express complex ideas in concise and simple terms.
• The ability to make critical decisions independently.
• Possesses strong networking and business development skills.
• Has solid product knowledge and business acumen.
• Able to build strong working relationships and partnerships across the organization with a collaborative and consultative approach.
• Is a team player.
• Able to work flexible hours including holidays, weekends and evenings as needed or assigned.
• Must be able to provide own transportation or to operate a vehicle with a valid driver’s license and commute as required.
• Ensures compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.