Under the direction of the manager and with the guidance of The Private Bank Relationship Manager, this position is responsible for supporting and retaining comprehensive relationships with The Private Bank clients. Provides support in building deeper client relationships through the sale and administration of credit, deposit, wealth management and investment products and services in a manner that ensures compliance with all applicable regulations, policies, and procedures. Assists in the business unit’s 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.
Responsibilities
- Provides support to The Private Bank Relationship Manager in retention, growth and profitability of assigned client relationships. Independently calls on The Private Bank clients to establish, maintain and expand relationships, including the sales of deposit, credit, trust, investment and related services.
- Provides extraordinary proactive service and support for assigned The Private Bank Relationship Manager and overall team to meet servicing and sales objectives such as calling activities and pipeline management. Proactively schedules appointments for The Private Bank Relationship Manager utilizing Outlook. Handles all client contacts and calls proficiently and effectively. Integrates job responsibilities within the bank to maintain the highest level of client service to meet Bank of Hawaii’s standards. Builds internal and community relationships, and networks regularly.
- Supports The Private Bank Relationship Manager in the administration and adherence to regulatory and compliance requirements, policies and procedures related to bank depository, credit facilities, trust and investment agency accounts. Complies with all consumer laws and regulations to include but not limited to Bank Secrecy Act (BSA), Customer Identification (CIP), Information Security Protection, etc. and adheres to all policies and procedures to ensure regulatory requirements are met. Adheres to Bank of Hawaii Employee Code of Business Conduct and Ethics. Actively participates in all required corporate and business line training. Participates in internal audits, FRB BSA Safety and Soundness Examination, Wealth Management Examination, Regulation O and SOX as required. Responsible for keeping informed of all current bank policies and procedures.
- Establishes new accounts and receives and processes deposits, withdrawals, wire transfers and other requests. Handles all research and resolves client problems and initiates corrective action to ensure complete client satisfaction. Exercises prudent and judicious use of signing authority within authorized limits to approve daily work. Reviews loan documentation to ensure compliance. Coordinates loan documentation, booking and execution and processes disbursement and payments. Follows up on loan portfolio documentation to ensure timely submission of credit renewals and requests. Approves daily overdraft within designated authority.
- Performs all other miscellaneous responsibilities and duties as assigned.
This position requires use of a personal computer and other standard office equipment (typewriter, fax, copier, calculator and telephone).
Qualifications
REGISTRATION REQUIREMENT: 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.
- Education: Bachelor’s degree or equivalent work experience.
- Experience: Minimum 3 - 4 years of work experience in the banking or financial services field. Extensive knowledge of general banking products and services including, but not limited to retail and commercial deposit and fee products and other consumer and commercial loan services, residential loans, retirement plans, trust and investment products and services. Level is dependent on years of experience and size/complexity of prior positions held.
- Technical Skills: Demonstrates ability and desire to advance skills in various areas including but not limited to: trust investments, insurance, and credit. Proficiency with personal computers and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software.
- Other Job Qualifications: Uses initiative to work in an unstructured high-pressure work environment with minimal or no supervision. Adapts quickly and can willingly embrace change. Possesses excellent customer service, verbal and written communication skills. Ability to work flexible hours including holidays, weekends and evenings as necessary. Must provide own transportation with a valid driver’s license.
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 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 .
Job Info
- Job Identification: 3002558
- Job Category: Wealth Management
- Posting Date: 08/29/2024, 08:50 PM
- Job Schedule: Full time
- Job Shift: Regular
- Locations: 130 Merchant St, Honolulu, HI, 96813, US
- Salary: $50,000.00 - $54,000.00 Annually
- * Level and pay will be dependent upon skills and experience