Relationship Banker; West Hawai

Relationship Banker (West Hawai'i)

Bank of Hawaii

Job Overview

At the direction of the Manager, the Relationship Banker creates exceptional customer experiences by engaging clients with exceptional customer service while ensuring that engaged clients understand how digital and mobile alternatives can complete their banking transactions quickly and efficiently. The Relationship Banker introduces and sells customers financial services to meet their short and long term needs, as identified by profiling and through knowledge of products and services.

In addition the Relationship Banker processes all types of financial transactions for clients, balances own cash and assists with vault, ATM cash recycler and armored car duties.

• Helps lead the overall branch client experience. Proactively engages existing and prospective clients to understand and interact with 21st century banking advancements by demonstrating transactions using technology, creating an interest and handling objections.
• Maintains and sells financial services to clientele by addressing both their long-term and short-term goals through profiling. Identifies customer needs, maintains extensive knowledge of products and services, cross-sells, opens new accounts, calls on prospects and performs teleconsulting.
• Actively sells financial products and services making referrals as appropriate. Interviews, processes applications, and closes for all consumer credit products. Provides high level of quality service to customers. Processes a wide range of financial transactions to include but not limited to: cashing checks, accepting deposits, paying withdrawals, accepting payments, issuing cashier’s checks and selling traveler’s checks, etc. Balances individual cash. Opens and closes the vault.
  
  Performs duties as needed of Automated Teller Machine (ATM), Vault, Cash recycler and armored car transactions. Trains new employees on operational procedures.
• Identifies and secures new high and/or potentially high value consumer clients. Responsible for coordinating calling efforts, managing referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall team goals. Trains new employees on sales procedures. Maintains close contact with customers and prospects, makes appreciation calls and is actively involved in the promotion and marketing of the Bank and its products and services, which may include public address announcements and aisle relationship building at our in-store locations.
• Responsible for keeping informed of current bank policies, procedures, federal laws and regulations as well as maintains strong knowledge of all new products, programs and sales promotions.
• Performs all other miscellaneous responsibilities and duties as assigned.

• High school diploma or G.E.D.
• Minimum 3 years of experience in consumer sales, marketing and/or customer service or equivalent work experience. Banking and financial services industries preferred. Experience should include demonstrated success in retail banking environment and candidates should demonstrate ability and desire to advance skills in various areas of personal finance.
• Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems.
• Demonstrated verbal communication and interpersonal skills. Must demonstrate critical thinking, be analytical, detail-oriented and organized. Must be an effective and efficient team player with good sales, marketing, customer service and interpersonal skills, as well as negotiation skills. Able to meet fixed and changing deadlines and priorities and follow up consistently. 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.
  
  Able to work evenings, weekends and holidays as required or assigned.

Seniority level:
Mid-Senior level

Employment type:

Full-time

Job function:
Finance and Sales

Industries:
Banking and Financial Services

Location:

Kailua-Kona, HI

Salary: $50,000.00 – $70,000.00

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