Universal Banker I (Kaimuki Branch)

Bank of Hawaii•Honolulu, HI

17h•$20 - $25

About The Position

Under the supervision of the Manager, the Universal Banker I creates exceptional customer experiences by providing customer service and helping clients use digital and mobile banking alternatives. The role identifies clients’ short- and long-term financial needs, introduces and sells relevant financial services, processes financial transactions, balances cash, and assists with vault, ATM cash recycler, and armored car duties. The position also supports branch operations, sales goals, client relationship development, and compliance with applicable laws, regulations, and Bank policies.

Requirements

High school diploma or GED, or equivalent related work experience.
At least 2 years of experience in consumer sales, marketing, and/or customer service.
Demonstrated success in a retail environment with cash-handling experience, or at least 1 year of teller experience.
Ability and desire to develop knowledge and skills in more complex personal financial services, such as investments, insurance, and mortgages.
Working knowledge and proficiency in customer experience, laws and regulations, technology literacy, communication, accuracy and efficiency, and relationship building.
Knowledge and proficiency in product and service knowledge, agility, risk management, problem solving, consultative solutions, and results-driven work.
Ability to work evenings, weekends, and holidays as assigned.
Ability to stand for extensive periods and push or lift 30 pounds.
Must provide own transportation and be able to commute and arrive at the intended destination in a timely manner or as required.
Relief staff must be able to work at different locations.

Responsibilities

Manage the overall branch client experience by greeting and thanking customers, checking in clients with appointments, assisting walk-in customers, directing clients to appropriate bankers, managing lobby activity, addressing customer needs and complaints, and escalating unresolved concerns.
Demonstrate digital and mobile banking transactions and help clients understand how technology can complete banking activities efficiently.
Profile clients to identify short- and long-term financial goals, maintain product knowledge, cross-sell services, open accounts, contact prospects, and conduct teleconsulting.
Sell financial products and services, make appropriate referrals, interview customers, process applications, and close consumer credit products.
Process financial transactions, including cashing checks, accepting deposits and payments, paying withdrawals, issuing cashier’s checks, and selling traveler’s checks.
Balance individual cash; open and close the vault; and perform duties involving ATMs, cash recyclers, vault transactions, and armored car transactions.
Train new employees on operational and sales procedures.
Identify and secure new high-value or potentially high-value consumer clients; manage calling efforts, referrals, sales tracking, and prospecting to achieve personal and team sales goals.
Maintain contact with customers and prospects, make appreciation calls, and participate in promoting and marketing the Bank and its products and services.
Stay informed about current bank policies, procedures, federal laws and regulations, products, programs, and sales promotions.
Comply with applicable laws, regulations, regulatory requirements, and Bank policies and procedures, including those concerning Fair Banking, Anti-Money Laundering, the Bank Secrecy Act, and the USA PATRIOT Act.
Perform other duties as assigned.