Universal Banker I: Customer Experience & Growth

Bank of Hawaii; Waianae (HI); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of Hawaii in Hawaii seeks a client-focused banking professional to deliver exceptional service while guiding customers through digital and mobile banking options. You will help with transactions, balance cash, and support vault and ATM operations.

The role includes profiling customer needs, opening accounts, cross-selling financial services, and maintaining up-to-date knowledge of products, laws, and promotions. Must be able to work flexible hours including evenings and weekends.

Qualifications

• High School Diploma or G.E.D, or equivalent related work experience.

Responsibilities

• Manages 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. Actively manages the branch lobby by greeting and thanking customers, checks in clients that have appointments, and assists walk in customers to ensure they are guided to the proper banker for assistance.
• Maintains and sells financial services to clientele by addressing both 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 including 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. Is responsible for managing calling efforts, 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.
• Is 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 other duties as assigned.

Skills

Customer experience

Laws & Regulations

Technology literacy

Communication

Accuracy & efficiency

Relationship building

Product knowledge

Agility

Risk management

Problem solving

Consultative solutions

Results driven

Education

High School Diploma or GED

Job description

Bank of Hawaii in Hawaii seeks a client-focused banking professional to deliver exceptional service while guiding customers through digital and mobile banking options. You will help with transactions, balance cash, and support vault and ATM operations.

The role includes profiling customer needs, opening accounts, cross-selling financial services, and maintaining up-to-date knowledge of products, laws, and promotions. Must be able to work flexible hours including evenings and weekends.