Relationship Banker (Waialae-Kahala Branch)

Under the direction of the Manager, the role and responsibility of the Relationship Banker III is to attract, expand and retain profitable relationships by offering value in recommending the right products and services to achieve the client’s financial goals. This position will focus on top tier consumer clients to provide financial advice and solutions that meet the clients’ needs and goals, leveraging proactive sales activities to provide value added counsel and personalized financial solutions at major life stage events with an understanding of their client’s financial priorities.

• Maintains and sells financial services to the clients by addressing both long-term and short-term goals through profiling and understanding their clients’ “milestone mindsets” and “personal story” to ensure financial needs and personalized financial solutions are delivered in a proactive manner. Executes call program and maintains an active relationship with all top tier clients and clients of influence.
• Identifies and secures new high and/or potentially high value consumer clients. Networks in the community and market area for prospecting purposes and to establish new referral sources. Refers clients to subject matter experts in the organization for cross sell opportunities. Actively and accurately tracks sales pipeline. Leverages support units or alternative delivery channels to match the servicing needs of the client.
• Works closely with Branch and Market team and line of business partners to identify clients and opportunities that are best served and expanded by the Relationship Banker. Responsible for managing calling efforts, referrals, sales tracking and prospecting to achieve goals and contribute to the overall branch and market performance. May train new employees on operational procedures, product knowledge, conduct sales meetings and assist with coaching as needed/assigned. Adheres to the Bank’s Standards of Quality, actively monitors client satisfaction and continuously strives for improvement. Supports and actively participates in the community through involvement in professional associations and community organizations.
• Ensures compliance with internal controls, operational procedures and risk management policies. Keeps informed of current bank policies, procedures, federal laws and regulations as well as maintains strong working knowledge of all new products, programs and sales promotions.
• Performs all other miscellaneous responsibilities and duties as assigned.

• 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
• Bachelor’s degree from an accredited educational institution, preferably with a major in business or related area, or equivalent work experience.
• Minimum 2 – 3 years of banking experience. Must have a general understanding of banking, lending, retirement and investment products and services relevant to the mass affluent client segment and their personal goals, as well as complex solutions relating to small businesses. Demonstrated record of individual sales/financial goal achievement. Requires extensive knowledge of products and services, and ability to comprehend and grasp finance and credit concepts though training and field work.
• Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, SharePoint, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems including Client Relationship Management System (Blue360), loan underwriting programs, and financial planning tools.
• Well developed analytical and problem solving skills. Ability to make critical decisions independently. Possesses networking and business development skills. Must be able to travel throughout defined market. Must have excellent verbal and written communication skills including presentation skills. Must be able to effectively interact and create relationships with high-value Consumer Clients. 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. Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required.

 

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