Deposit & Cash Management Officer I​/II​/III​/Senior at Pacific Bank Honolulu

Position Function

The Deposit & Cash Management Officer will be responsible for managing, retaining and growing a portfolio of high-valued Commercial Market clients with deposit accounts/relationships. With an emphasis on new core deposit acquisition, generate new business relationships for the bank. Assist with development of product collateral and documentation. Provide technical support and assist with maintenance of products and services sold. Assist with client product training.

Integrate all core functions with other Commercial Markets to generate new business relationships for the bank.

For Deposit & Cash Management Officer I - III, you will be responsible for supporting cash management product and service sales calls with product demonstrations and presentations.

For Senior Deposit & Cash Management Officer, you will support merchant and cash management products and services sales calls with product demonstrations and presentations.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company’s Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Portfolio Growth:

Deposit & Cash Management Officer I‑Senior:

• Generate new business through an organized and targeted calling program.
• Develop and maintain a business referral and information network consisting of trusted professional contacts for advice, counsel and new referrals. Work with
• Commercial and Corporate Markets and other areas of the bank to identify clients and prospects appropriate for the Deposit Team. Responsible to attain and/or exceed sales (productions and portfolio growth) goals, as it pertains to both new and existing business clients utilizing effective sales techniques and negotiating skills.

Deposit & Cash Management Officer I-III:

• Lead with deposits.
• Work closely with clients and prospects to identify opportunities to grow deposits with safe and profitable solutions.
• Continually works to move these customers into a portfolio by increasing its profitability.
• Possess an understanding and ability to identify loan opportunities and introduce lenders.

Senior Deposit & Cash Management Officer:

• Lead with Merchant Services.
• Work closely with clients and prospects to identify opportunities to grow merchant services with safe and profitable solutions

Cash Management Product and Service Support:

• Provide technical business product and service support.
• Responsible for business product and service maintenance and incident resolution.
• Assist in the development and maintenance of effective client relationships with Line officers (Commercial, Business, and Community Banking).
• Assist in Product Development and Evaluation:
• Assist in evaluation of product line and implementation of enhancements/changes.
• Assist in development of procedures for business products and services.

Referrals/Fee Income Opportunities:

• Generate new business in other areas of the bank through an effective relationship management process, which includes active profiling and appropriate cross‑selling, introductions and referring.
• Develop new sources of fee income and increase overall profitability of book of business.

Relationship Management:

Deposit & Cash Management Officer I‑Senior:

• Establish, retain and grow business customer relationships by providing exceptional customer service.
• Uses understanding of the needs of businesses to market or coordinate sale of the appropriate product or service that the bank can deliver.
• Responsible for, through effective profiling, finding solutions for the company’s financial needs. Responsible for expanding business client relationships by anticipating and identifying the needs of the business client and meeting these needs through the sale of additional products and services, directly or through referrals to appropriate departments…