Personal Banker, Retail Banking (Kahala - Honolulu, HI) - $1000 Sign-On Bonus

Job Details:

Primary Functions:

Sales

• Conduct in-depth interviews and profiling of customers to recommend suitable banking products and services.
• Actively suggest strategies to help customers improve their financial position.
• Identify and engage customers at risk of leaving aiming to retain their business.
• Update new and existing customer profiles to maintain accurate and current information.
• Contribute significantly to the branchs growth and sales achievements.
• Leverage advertising leads prospect lists personal and professional contacts and internal referrals to expand customer base.
• Monitor and achieve personal sales targets on a weekly and monthly basis.
• Generate referrals to branch managers and business partners.
• Engage in both warm and cold business developments calls as assigned by branch management.
• Participate in community events and networks to increase referral-based sales.
• Collaborate with other business departments to identify sales and referral opportunities enhancing the overall customer satisfaction.

Operational Excellence and Customer Service

• Perform teller and operational duties.
• Open new accounts ensuring appropriate account ownership to optimize FDIC insurance coverage and compliance with all regulatory requirements.
• Handle both basic and complex banking transactions including changing account ownership living trusts guardianships accounts estate assignments and consumer and home equity loans.
• Maintain in-depth knowledge of the banks products to aid in acquiring business and consumer customers.
• Set the standard in customer service excellence and advocacy.
• Conduct satisfaction outreach to existing customers both personal and business.
• Actively listen to customers and maintain a friendly positive professional attitude. Resolve difficult situations with creativity tact and diplomacy.
• Participation in community and nonprofit events to support the banks community reinvestment efforts.
• Perform Notary Public services.

Qualifications:

• A bachelors degree in finance Business Administration or a related field is preferred or at least three years of prior experience in bank sales or customer service. Sales experience in the banking or financial industry preferred.
• Demonstrated sales experience with proven results including diverse customer profiles and complex needs.
• Ability to identify customer needs present banking solutions and bank products. Recognize closing opportunities and retain and grow customer relationships. Ability to initiate customer contact through letters email or telephone. Excellent business writing skills.
• Ability to exercise independent judgment. Ability to work quickly and accurately to analyze information and make decisions.
• Excellent multi-tasking skills. Ability to prioritize and perform a variety of concurrent tasks with minimal direction.
• Exceptional customer service skills.
• Certified Notary Public preferred. Willing and able to become Notary Public if candidate is not a Certified Notary Public.
• Local travel required. Valid drivers license vehicle and liability insurance are required.

Mental and Physical Considerations:

• Able to operate a Personal Computer and view information on a monitor.
• Must be able to sit for many hours each day.
• Must be able to communicate via telephone and possess dexterity to include filing documents reaching and bending.
• May be required to stand for extended periods of time.
• Ability to lift or carry up to 10 pounds.
• Ability to speak and understand English and express ideas and have difficult conversations in person and over the telephone.
• Ability to listen and comprehend speech.
• Ability to problem solve make decisions interpret data and information read write and organize information in an orderly manner.
• Willing and able to travel occasionally as needed.
• Ability to operate teller and office equipment including computers adding machines telephones typewriters copy machines fax machines electronic credit card authorization terminals and security devices.

Work Environment:

• Normal business office environment.
• Ability to work in artificial light for extended periods of time.

This Position Description may not be limited to the Functions and Requirements as outlined now or in the future. For example changes in corporate needs position demands or individual performance may result in changes to the Functions or Requirements of this position.

Area: