Relationship Manager Kalai Services (Oahu)
About The Position
Under the direction of the Executive Vice President and Kalai Services Manager, this position is responsible for leading, developing, managing, and retaining comprehensive relationships with Kalai Services clients by providing advice, counsel, and high level customer service to build deeper client relationships through the sale and delivery of a broad and coordinated range of products and services (credit, deposit, investment, trust and wealth management) to address total wealth management needs, in a manner that ensures compliance with all applicable regulations, policies, and procedures. This position is responsible for conducting sales and relationship management activities utilizing the Excellence in Sales/Service (ESS) disciplines and behaviors.
Requirements
- Leadership skills
- Sales and relationship management skills
- Knowledge of credit, deposit, investment, trust, and wealth management products and services
- Understanding of applicable regulations, policies, and procedures
- Proficiency in Excellence in Sales/Service (ESS) disciplines and behaviors
Responsibilities
- Leading, developing, managing, and retaining comprehensive relationships with Kalai Services clients.
- Providing advice, counsel, and high-level customer service to build deeper client relationships.
- Selling and delivering a broad and coordinated range of products and services (credit, deposit, investment, trust and wealth management) to address total wealth management needs.
- Ensuring compliance with all applicable regulations, policies, and procedures.
- Conducting sales and relationship management activities utilizing the Excellence in Sales/Service (ESS) disciplines and behaviors.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
