Universal Banker I - Full Time or Part Time (Honolulu Area)
Bank of Hawaii · Honolulu, HI · 5 mo ago
FinanceFull-time
Responsibilities
- Manages overall branch client experience.
- Engages clients with exceptional customer service while ensuring they understand digital and mobile banking options.
- Greet and thank customers, check in clients with appointments, and assist walk-in customers.
- Identifies and sells financial services to meet clients' short-and-long term needs.
- Processes all types of financial transactions, balances cash, and assists with vault, ATM, cash recycler, and armored car duties.
- Maintains and sells financial services to clientele through profiling and product knowledge.
- Sells consumer credit products, interviews, processes applications, and closes accounts.
- Trains new employees on operational procedures.
- Manages calling efforts, referrals, sales tracking, and prospecting to achieve personal and team goals.
- Assists with overrides and approvals of unusual transactions and questions.
- Exercises prudent use of signing authority.
- Trains new employees on sales procedures.
- Maintains close contact with customers and prospects, makes appreciation calls, and promotes the Bank and its products and services.
- Keeps informed of current bank policies, procedures, federal laws and regulations, and maintains knowledge of new products, programs, and sales promotions.
- Assists in gathering, preparing, and/or monitoring reports.
- Mitigates risks by adhering to bank guidelines and regulations.
Requirements
- Registration with the Nationwide Mortgage Licensing System & Registry (if not yet registered, must be completed and accepted within 30 days of employment or transfer).
- High School Diploma or G.E.D., or equivalent related work experience.
- 3+ years of experience in consumer sales, marketing, customer service, and small business.
- Demonstrated success in retail and digital banking environments.
- 2+ years of teller experience.
- Demonstrated ability and desire to advance skills in various areas of personal finance, including investments, insurance, mortgage, etc.
- Working knowledge and skills proficiency in Customer Experience, Laws & Regulations, Technology Literacy, Communication, Accuracy & Efficiency, Agility, Risk Management, and Relationship Building.
- Demonstrated knowledge and skill proficiency in Product/Service Knowledge, Problem Solving, Consultative Solutions, and Results Driven.
- 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.
- Must be able to stand for extended periods of time.
- Must be able to provide own transportation and arrive at intended destination in a timely manner and/or as required.
- Must be able to push/lift 30 lbs.
- Relief staff must be able to work at different locations.
Qualifications
- 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.
- Must be able to stand for extended periods of time.
- Must be able to provide own transportation and arrive at intended destination in a timely manner and/or as required.
- Must be able to push/lift 30 lbs.
- Relief staff must be able to work at different locations.