Universal Banker (Personal Banker) - Kaneohe Branch

About the role

Universal Bankers are responsible for performing sales, servicing, and operational functions in a branch environment. They assist in managing an assigned portfolio of High Value Clients (HVC) to build and retain customer relationships. They identify potential customer banking needs and cross-sell other bank products and services; they also refer customers to specialists as appropriate. They are responsible for meeting assigned operational, cross-sale, and referral goals.

Responsibilities

• Absorb and respond to customer banking needs and cross-sell other bank products and services.
• Refer customers to specialists as appropriate.
• Manage a portfolio of HVC customers to build and retain customer relationships.
• Analyze tax returns and financial statements.
• Participate in branch or bank-wide campaigns.
• Actively cross-sell and refer customers to the appropriate business partners.
• Achieve all individual/branch goals as assigned, which may include deposit, loan, and portfolio growth goals; revenue & risk management targets.

Requirements

• Manage risk and take prompt action in event of discovery of any loss or irregularities in the handling of transaction documents, accounts, or company assets.
• Process various transactions including but not limited to deposits, withdrawals, various payments, cash advances, U.S. Savings Bonds applications/redemptions, check cashing placing stops, cautions & holds, foreign currency exchange with minimal errors.
• Balance teller cash on a daily basis.
• Purchase and sell cash to/from vault, assist in the replenishment of cash dispensers.

Qualifications

• Education: High School Diploma or equivalent required. Bachelor’s Degree from an accredited university may substitute for the degree requirement.
• Experience: 1+ year(s) of demonstrated success in sales and customer service. 1+ year(s) of branch operations experience or successful completion of teller and new account certification within 6 months of hire. 2+ years of branch/bank operations experience and sales of retail financial products. 1+ year(s) of experience explaining credit products, accepting/closing consumer and business loan applications.

Skills

• Approach all actions with a “Voyaging Spirit” and demonstrate Positively Ohana.
• Exhibit core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership.
• Demonstrate key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented, and Thoroughness.

Benefits

Includes benefits such as a drug-free workplace policy and pre-employment substance abuse testing.

Pay

Details of pay structure are not specified in the job posting.

Schedule

Details of schedule are not specified in the job posting.