Universal Banker (West/Leeward O'ahu)

Bank of Hawaii

Mililani Town (HI)

On-site

USD 35,000 - 45,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

A financial institution in Mililani Town is seeking an Entry-Level Customer Service Representative to engage clients, offer financial services, and ensure efficient banking transactions. This full-time role requires a High School Diploma and 2+ years of experience in sales and customer service. Candidates should be proficient in customer experience techniques and problem-solving. The ideal candidate will thrive in a team environment while managing financial transactions and client interactions, contributing to a positive customer experience.

Qualifications

2+ years of experience in consumer sales and customer service.
Demonstrated proficiency in financial products, services, and regulations.
Ability to work evenings, weekends, and holidays.

Responsibilities

Engage clients with exceptional customer service.
Sell financial services and manage branch client experience.
Process a wide range of financial transactions.

Skills

Customer Experience

Communication

Relationship Building

Product/Service Knowledge

Problem Solving

Education

High School Diploma or G.E.D.

Job description

Under the supervision of the Manager, creates and delivers exceptional customer experiences by engaging clients with outstanding customer service while ensuring that customers understand how digital and mobile alternatives can complete their banking transactions quickly and efficiently. Introduces and sells financial services to meet customers’ short- and long-term needs, as identified through profiling and product knowledge. Processes all types of financial transactions, balances own cash, and assists with vault, ATM, and armored car duties.

Responsibilities

Manages overall branch client experience, proactively engaging existing and prospective clients to understand and interact with 21st‑century banking advancements. Demonstrates transactions using technology, creates interest, handles objections, and manages the branch lobby by greeting, checking in, and guiding walk‑in customers to the appropriate banker. Provides exceptional service, manages branch flow, fulfills client needs, resolves complaints, and escalates unresolved concerns.
Maintains and sells financial services by addressing long‑term and short‑term goals through profiling. Identifies customer needs, maintains extensive product knowledge, cross‑sell, opens new accounts, calls on prospects, and performs teleconsulting.
Actively sells financial products and services, including referrals as appropriate. Interviews, processes applications, and closes all consumer credit products. Provides high‑level quality service, processes a wide range of transactions such as cashing checks, accepting deposits, processing withdrawals, issuing cashier’s checks, and selling traveler's checks. Balances individual cash, opens and closes the vault, and performs duties for ATM, vault, cash recycler, and armored car transactions. Trains new employees on operational procedures.
Identifies and secures new high‑value consumer clients. Manages calling efforts, referrals, sales tracking, and prospecting to achieve personal sales goals and contribute to team objectives. Maintains close contact with customers and prospects, makes appreciation calls, and actively promotes the bank and its products.
Keeps informed of current bank policies, procedures, federal laws, regulations, and new products, programs, and sales promotions.
Performs other duties as assigned.

Qualifications

High School Diploma or G.E.D., or equivalent related work experience.
2+ years of experience in consumer sales, marketing, and customer service in a retail environment; 2+ years of teller experience. Demonstrated success and desire to advance skills in personal finance areas such as investments, insurance, and mortgage.
Working knowledge and skill proficiency in Customer Experience, Laws & Regulations, Technology Literacy, Communication, Accuracy & Efficiency, and Relationship Building. Demonstrated knowledge and skill proficiency in Product/Service Knowledge, Agility, Risk Management, Problem Solving, Consultative Solutions, and Results‑Driven.
Must be able to work evenings, weekends, and holidays as assigned, stand for extensive periods, provide own transportation, and lift up to 30 lbs.

As a Bank of Hawaii employee, you help ensure compliance with applicable laws, regulations, and Bank policies, including Fair Banking, Anti‑Money Laundering laws, the Bank Secrecy Act, and the 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.

Seniority level