Universal Banker: Grow High-Value Client Relationships

CPB Group; Kihei (HI); On-site; USD 46,112 - 49,920; Full time

Job summary

CPB Group in Kihei, HI seeks an ICP Support professional for full-time duties in a banking role. The position supports sales, servicing, and operations for a portfolio of high-value clients, with emphasis on customer relationships and cross-selling opportunities.

Responsibilities include processing deposits and loans, assessing client needs, and meeting branch goals while maintaining accuracy and compliance in daily transactions.

Qualifications

• UB I: High School Diploma or equivalent required.
• UB II: Bachelor’s Degree from an accredited university.
• 1+ year(s) of sales and customer service experience.
• 1+ year(s) of branch operations experience or successful completion of teller/new account certification.

Responsibilities

• Accepts loan applications and opens deposit products for customers.
• Profiles customers to determine banking needs and cross-sell products.
• Manage a portfolio of High Value Clients to build relationships.
• Cross-sell and refer customers to business partners; meet goals.
• Process transactions with accuracy and balance cash daily.

Skills

Customer service

Sales

Communication

Cross-selling

Education

Bachelor’s Degree

High School Diploma

Job description

CPB Group in Kihei, HI seeks an ICP Support professional for full-time duties in a banking role. The position supports sales, servicing, and operations for a portfolio of high-value clients, with emphasis on customer relationships and cross-selling opportunities.

Responsibilities include processing deposits and loans, assessing client needs, and meeting branch goals while maintaining accuracy and compliance in daily transactions.