Universal Banker
2 months ago
{"Job Title": "Universal Banker", "Job Summary": "We are seeking a highly skilled Universal Banker to join our team at Bank of Hawaii. As a Universal Banker, you will be responsible for delivering 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.", "Responsibilities": [{"title": "Manage Overall Branch Client Experience", "description": "Proactively engage existing and prospective clients to understand and interact with 21st century banking advancements by demonstrating transactions using technology, creating an interest and handling objections. Actively manage the branch lobby by greeting and thanking customers, checks in clients that have appointments, and assists walk in customers to ensure they are guided to the proper banker for assistance.", "bulletPoints": ["Provide exceptional customer service", "Manage flow of activity throughout the branch", "Assess and fulfill client needs", "Handle and resolve complaints and concerns generated from customers", "Escalate unfulfilled client concerns to the appropriate branch or department"]}, {"title": "Maintain and Sell Financial Services", "description": "Maintain and sell financial services to clientele by addressing both long-term and short-term goals through profiling. Identify customer needs, maintain extensive knowledge of products and services, cross-sell, open new accounts, call on prospects and perform teleconsulting.", "bulletPoints": ["Identify customer needs", "Maintain extensive knowledge of products and services", "Cross-sell", "Open new accounts", "Call on prospects and perform teleconsulting"]}, {"title": "Actively Sell Financial Products and Services", "description": "Actively sell financial products and services including 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.", "bulletPoints": ["Interviews and processes applications", "Closes for all consumer credit products", "Provides high level of quality service to customers", "Processes a wide range of financial transactions"]}, {"title": "Identify and Secure New High and/or Potentially High Value Consumer Clients", "description": "Identify and secure new high and/or potentially high value consumer clients. Is responsible for managing calling efforts, referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall team goals.", "bulletPoints": ["Identify and secure new high and/or potentially high value consumer clients", "Manage calling efforts", "Referrals", "Sales tracking and prospecting"]}, {"title": "Maintain Knowledge of Current Bank Policies and Procedures", "description": "Is 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.", "bulletPoints": ["Keep informed of current bank policies and procedures", "Federal laws and regulations", "Maintains strong knowledge of all new products, programs and sales promotions"]}], "Requirements": [{"title": "Registration Requirement", "description": "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.", "bulletPoints": ["Registration with the Nationwide Mortgage Licensing System & Registry", "Registration to be completed and accepted no later than 30 days from employment or transfer date"]}, {"title": "Education", "description": "High School Diploma or G.E.D, or equivalent related work experience.", "bulletPoints": ["High School Diploma or G.E.D", "Equivalent related work experience"]}, {"title": "Experience", "description": "2+ years of experience in consumer sales, marketing and customer service. Level is dependent on years of experience and size/complexity of prior positions held.", "bulletPoints": ["2+ years of experience in consumer sales, marketing and customer service", "Level is dependent on years of experience and size/complexity of prior positions held"]}, {"title": "Job Skills", "description": "Working knowledge and skills proficiency in Customer Experience, Laws & Regulations, Technology Literacy, Communication, Accuracy & Efficiency, and Relationship Building.", "bulletPoints": ["Working knowledge and skills proficiency in Customer Experience", "Laws & Regulations", "Technology Literacy", "Communication", "Accuracy & Efficiency", "Relationship Building"]}, {"title": "Other Job Qualifications", "description": "Must be able to work evenings, weekends and holidays as assigned. Must be required to stand for extensive periods of time. Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required. Must be able to push/lift 30 lbs.", "bulletPoints": ["Must be able to work evenings, weekends and holidays as assigned", "Must be required to stand for extensive periods of time", "Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required", "Must be able to push/lift 30 lbs."]}], "Company Information": "Bank of Hawaii is an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit ", "Language": "en-US"}