Universal Banker (Personal Banker) - Kihei Branch

Earn $2,000 sign on bonus!

We are seeking a customer-focused and results-driven Universal Banker I/II to join our dynamic team. Universal Bankers perform a variety of sales, servicing, and operational functions within the branch while managing an assigned portfolio of High-Value Clients (HVC). If you have a passion for building strong customer relationships, identifying financial needs, and providing exceptional service, this is the opportunity for you.

Key Responsibilities:

• Open and service consumer and business deposit products, as well as secured and unsecured consumer loans and personal lines of credit.
• Manage and retain relationships within a portfolio of HVC customers.
• Identify customer needs and recommend appropriate bank products and services.
• Refer customers to specialists for additional financial solutions.
• Meet or exceed individual and branch goals for sales, cross-sales, and referrals.
• Participate in branch and bank-wide campaigns.
• Perform branch operational tasks, including cash handling, processing transactions, and managing vault duties.
• Ensure compliance with all operational policies and procedures.
• Provide excellent customer service aligned with our Core Values of "Voyaging Spirit" and being "Positively Ohana."

Qualifications:

Education:

• Universal Banker I: High School Diploma or equivalent required.
• Universal Banker II: Bachelor's Degree from an accredited university preferred. Relevant experience may substitute for the degree requirement.

Experience:

• Universal Banker I:
  • 1+ year of sales and customer service experience.
  • 1+ year of branch operations experience or successful completion of teller and new account certification within 6 months of hire.
• Universal Banker II:
  • 2+ years of branch/bank operations experience with retail financial product sales.
  • 1+ year of experience with credit product applications and closings.

Skills & Competencies:

• Strong sales and relationship management skills.
• Excellent verbal and written communication skills.
• Ability to analyze financial statements and tax returns.
• Proficiency in banking systems and applications.
• Commitment to providing outstanding customer service.

Physical Requirements & Working Conditions:

• Must be able to move and lift items up to 20lbs and perform other light physical work.
• Must be able to operate standard office equipment, including phone, personal computer, copier, etc.
• Must be able to clearly communicate verbally and in writing with all internal and external customers.
• Must also be able to hear sufficiently to engage in daily discussions and interactions.
• Must be able to read and understand bank-related documents.
• Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time.
• Must also be able to adapt to different work environments as needed to perform the job.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.