Client Service Supervisor - International Private Banking

CPB Group; Honolulu (HI); On-site; USD 54,000 - 73,000; Full time

Job summary

CPB Group Pty in Honolulu, HI seeks a Client Service Supervisor for International Private Banking to oversee the ICB Operations team, support officers, and ensure productivity and exceptional client experience.

This full-time role focuses on business planning, deposit/transfer workflows, account maintenance, and adherence to legal guidelines, with responsibilities spanning reporting, audits, and staff onboarding.

Qualifications

• 4+ years of work experience as a corporate administrative assistant.
• 3+ years of experience as a Team Lead or 2+ years of Supervisor experience.

Responsibilities

• Oversees Operations: assign team members, monitor workload, approve transactions.
• Business Planning: generate daily/weekly/monthly reports and logs.
• Officer Support: perform account opening/closing, wire transfers, document filing.
• Office Administrative: respond to audit/compliance, assist new hire onboarding.

Skills

Team Leadership

Operations oversight

Communication skills

Administrative support

Education

High School Diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Service Supervisor - International Private Banking

INTERNATIONAL PRIVATE BANKING Full-time ICP Support Honolulu, HI, US

Salary Range: $54,234.00 To $72,619.00 Annually

Position Function:

Oversees Operations/Officer Support:

• Supervises International Corporate Banking (ICB) Client Service team, supports officers, and achieves productivity and customer experience objectives.

Business Planning:

• Provides assistance for ICB to the attainment of goals.

Office Administrative:

• Ensures that ICB has adequate and suitable resources to complete its activities as well as adherence to legal rules and guidelines.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities:

• Oversees Operations:
  • Oversees ICB Operations function to run smoothly and effectively by providing adequate resources and system platform.
  • Assigns operation team members to support officer's requests, monitor the work, and control member's workload.
  • Approves and confirms the transactions such as wire and funds transfer, opening and closing accounts, official check, and prepares documentations.
• Business Planning:
  • Provides deposit balance daily report, weekly overdraft report, ICB monthly report, CD maturing report, account going dormant report, wire transfer report, CD exception rate log, and outgoing wire over $100,000 report.
• Officer Support:
  • Provides all the transactions for officers, such as opening and closing accounts (DDA, SAV, TM), wire and funds transfer, prepare and file documents, cashier's checks, and account maintenance.
• Office Administrative:
  • Addresses and monitors internal audit findings to ensure that repeat offenses do not occur.
  • Responds to audit and compliance.
  • Assists new hire process with office set up, trainings, and coordination for introductory meetings.

Minimum Qualifications:

Education:

• High School Diploma or GED equivalency required.

Experience:

• 4+ years of work experience as a corporate administrative assistant required.
• 3+ years of experience as a Team Lead or 2+ years of Supervisor experience required.

Physical Requirements & Working Conditions:

• Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
• Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
• Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
• Must be able to read and understand bank-related documents.
• Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.