Universal Banker: High-Value Clients, Loans & Deposits

CPB Group; Honolulu (HI); On-site; USD 28,929 - 33,062; Full time

Job summary

CPB Group in Honolulu is seeking an ICP Support professional for a full-time role. The position supports sales, servicing, and operations within a branch, handling deposits, loans, and customer interactions.

Multiple levels based on experience; requires strong communication and cross-selling skills, plus the ability to meet branch goals and assist in coaching and development activities.

Qualifications

• UB I: High School Diploma or equivalent.
• UB II: Bachelor’s Degree from an accredited university. Relevant work experience may substitute for the degree requirement.
• 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.
• Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) is required prior to performing any duties of a Mortgage Loan Originator (MLO), if applicable.
• Notary Public commission preferred.
• Excellent communication and customer service skills.

Responsibilities

• Accepts secured and unsecured consumer loan and personal lines of credit applications and able to open all types of consumer and business deposit products and related services.
• Profiles customers while opening or servicing deposit accounts to determine needs.
• Actively participates in customer retention programs to build and retain customer relationships and find opportunities to acquire new relationships.
• Manages a portfolio of HVC customers to build and retain customer relationships.
• Analyzes tax returns and financial statements.
• Participates in branch or bank wide campaigns.
• Actively cross-sells and refers customers to the appropriate business partners.
• Achieves all individual/branch goals as assigned which may include deposit, loan and portfolio growth goals; revenue & risk management targets.

Skills

Active Listening

Written Communication

Oral Communication

Sales

Customer Service

Education

High School Diploma

Bachelor’s Degree

Job description

CPB Group in Honolulu is seeking an ICP Support professional for a full-time role. The position supports sales, servicing, and operations within a branch, handling deposits, loans, and customer interactions.

Multiple levels based on experience; requires strong communication and cross-selling skills, plus the ability to meet branch goals and assist in coaching and development activities.