Relationship Banker I (Pukalani Branch)

Bank of Hawaii; Pukalani (HI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of Hawaii is seeking a Relationship Banker in Hawaii who delivers exceptional customer experiences by leveraging digital banking tools and personalized financial guidance. The role focuses on understanding client needs, opening accounts, processing transactions, and promoting bank services to meet short and long-term goals.

You will balance cash, support vault/ATM duties, and assist with teller procedures while staying current on policies and regulatory requirements.

Qualifications

• Must have strong verbal communication and interpersonal skills.
• Demonstrated ability to cross-sell financial products and meet sales goals.
• Proficiency with common banking software and PC applications.
• Flexibility to work evenings, weekends, and holidays as needed.

Responsibilities

• Lead branch client experience and demonstrate digital banking tools to clients.
• Process a wide range of financial transactions and balance cash assets.
• Identify and secure new high-value clients; manage referrals and sales tracking.
• Maintain knowledge of bank policies, products, and promotions; train new staff.

Skills

Verbal communication

Interpersonal skills

Sales/upselling

Negotiation

Education

High school diploma or GED

Tools

PC Teller

CIS

Check imprinter

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Job description

Job Description

At the direction of the Manager, the Relationship Banker creates exceptional customer experiences by engaging clients with exceptional customer service while ensuring that engaged clients understand how digital and mobile alternatives can complete their banking transactions quickly and efficiently. Further, the Relationship Banker introduces and sells customers financial services to meet their short and long term needs, as identified by profiling and through knowledge of products and services. In addition the Relationship Banker processes all types of financial transactions for clients, balances own cash and assists with vault, ATM cash recycler and armored car duties.

Responsibilities

• Helps lead the overall branch client experience. Proactively engages existing and prospective clients to understand and interact with 21st century banking advancements by demonstrating transactions using technology, creating an interest and handling objections. This also includes, but not limited to: providing exceptional customer service, managing flow of activity throughout the branch, assessing and fulfilling client needs, handling and resolving complaints and concerns generated from customers, and escalating unfulfilled client concerns to the appropriate branch or department. Maintains and sells financial services to clientele by addressing both their long-term and short-term goals through profiling. Identifies customer needs, maintains extensive knowledge of products and services, cross-sells, opens new accounts, calls on prospects and performs teleconsulting.
• Actively sells financial products and services making referrals as appropriate. Interviews, processes applications, and closes for all consumer credit products. Provides high level of quality service to customers. Processes a wide range of financial transactions to include but not limited to: cashing checks, accepting deposits, paying withdrawals, accepting payments, issuing cashier’s checks and selling traveler’s checks, etc. Balances individual cash. Opens and closes the vault. Performs duties as needed of Automated Teller Machine (ATM), Vault, Cash recycler and armored car transactions. Trains new employees on operational procedures.
• Identifies and secures new high and/or potentially high value consumer clients. Responsible for coordinating calling efforts, managing referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall team goals. Trains new employees on sales procedures. Maintains close contact with customers and prospects, makes appreciation calls and is actively involved in the promotion and marketing of the Bank and its products and services, which may include public address announcements and aisle relationship building at our in-store locations.
• Responsible for keeping informed of current bank policies, procedures, federal laws and regulations as well as maintains strong knowledge of all new products, programs and sales promotions.
• Performs all other miscellaneous responsibilities and duties as assigned.

Qualifications

• 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.
• High school diploma or G.E.D.
• Minimum 3 years of experience in consumer sales, marketing and/or customer service or equivalent work experience. Banking and financial services industries preferred. Experience should include demonstrated success in retail banking environment and candidates should demonstrate ability and desire to advance skills in various areas of personal finance including investments, insurance, mortgage, small business products and services, etc.
• 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 including, PC Teller, Customer Information System (CIS) and check imprinter.
• Demonstrated verbal communication and interpersonal skills. Must demonstrate critical thinking, be analytical, detail-oriented and organized. Must be an effective and efficient team player with good sales, marketing, customer service and interpersonal skills, as well as negotiation skills. Able to meet fixed and changing deadlines and priorities and follow up consistently. Must be able to push a cash cart (100 lbs.) and/or lift approximately 20 to 25 pounds and stand for extended periods of time. Able to work evenings, weekends and holidays as required or assigned.

As a Bank of Hawaii employee, you ensure (or assist with ensuring) 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.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.

We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.