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Client Service Officer

3 months ago

Honolulu, Hawaii, United States Bank of Hawaii Full time
Job Description
Under the direction of the Institutional Services (IS) Administrative Manager, this position is chiefly responsible for administration of Institutional accounts, overseeing support staff activities, new business development, and complying with IS policies developed to carry out corporate policies and objectives. Assists in 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
Manages accounts per policy and governing documents. Responds to all client financial needs which may include more complex situations. Anticipates potential challenges or needs and implements appropriate solutions. Responsible for the day-to-day account administration activities, including account set-ups, deposits and withdrawals of assets, and investment needs through available support staff. Works to facilitate the timely review of accounts and proactive management of issues Researches and resolves customer problems and initiates corrective action to efficiently ensure complete satisfaction. Follows up as needed to ensure that customer needs are met. May write to both external and internal customers.
Supports sales and referral goals set by the IS Manager for the Relationship Managers. Develops an individual sales support plan and provides regular updates. Independently calls on clients and prospects to identify customer needs, consulting clients on services and establishes, maintains and expands relationships and breadth of services used by clients. Develops new business opportunities and maintains existing relationships by cross selling and ensuring application of all services appropriate to client needs. Assists in maintaining a scheduled calling program for existing clients to ensure high-quality servicing and identify additional needs to enhance relationships.
Coordinates division support functions to ensure accurate and timely account activities, including coordination with CAS-Admin, Trust Operations and Commercial Banking servicing counterparts. Must coordinate compliance activities for all client accounts. Responsible for implementing Bank policies and procedures in administration of accounts.
Maintains and develops relationship management, service and technical skills and knowledge through training and other developmental activities. Performs presentations in front of client groups and in one-on-one client meetings.
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, telephone).
Qualifications
Education:
Bachelor's degree from an accredited institution or equivalent work experience. Major in business or related area preferred.
Duties and
Experience:
Account Officer I
  • Assigned a portfolio of clients with the smallest and least complex IS business
  • Performs assigned job functions under close supervision of the IS Administrative Manager.
  • Client calls are nearly always joint with IS Relationship Managers
  • Minimum 3 years of financial services relationship management or service/support of relationship management experience or equivalent work experience required.
Account Officer II
  • Assigned a portfolio of clients with moderately complex IS business
  • Consults with, but performs assigned job functions with minimal supervision from the IS Administrative Manager or Relationship Managers
  • Client calls are generally performed jointly with the Relationship Manager or with a product specialist, but can be performed independently.
  • Has begun to develop client referral sources, and a client prospect list
  • Minimum 4 - 5 years of financial services relationship management or equivalent work experience required.
Account Officer III
  • Assigned a portfolio of clients with the most complex IS business
  • Performs assigned job functions with minimal supervision from the IS Administrative Manager or Relationship Managers
  • Client calls are mostly performed independently but occasionally done with a Relationship Manager or with a product specialist
  • Has developed client referral sources, and an active client prospect list
  • Minimum 7 years of financial services relationship management or equivalent work experience required.
Technical
Experience:
Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software. Knowledge of or ability to use Bank software and systems.
Other Job
Qualifications:
Excellent communication skills to include excellent writing, speaking, and presentation skills. Must possess excellent networking and business development skills. Should have interpersonal skills sufficient to build strong working relationships and partnerships across the organization. Able to work with all levels of employees, management, as well as business owners and executives. Should be an active listener and team player who projects a positive, professional image and promotes team effort. Able to handle important accounts and express complex ideas in concise and simple terms. Must be analytical, detail oriented, organized, and independent. Able to meet deadlines and handle multiple priorities. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must be able to provide own transportation or to operate a vehicle with a valid driver's license, and able to commute and arrive at intended destination as required. Able to travel to various locations and by air as necessary.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.
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 https:

Estimated Salary: $20 to $28 per hour based on qualifications.