4 hours
2018-07-172018-08-16

Sales Assistant - Bankoh Investment Services

Bank of Hawaii
Oahu, HI
  • Job Code
    156266

Sales Assistant - Bankoh Investment Services-1800531
Description

Does this sound like you?

Do you enjoy learning?  Do you thrive in an environment that leverages your abilities as a relationship-builder, good listener, and problem-solver?  Are you a self-starter, comfortable with the complexities that come with offering banking solutions?  If you love challenges, relish complexity, and are solutions-oriented, consider applying your unique talents with a Hawaii banking leader – Bank of Hawaii.  You will work with internal partners and external clients to ensure the right products and services are offered at the right time. Welcome to your tomorrow!

 

A day in your life as a Sales Assistant

Under the direction of the Manager, this position provides sales, administrative and customer service support to Bankoh Investment Services, Inc. (BISI) Financial Advisors and their customers.  If applicable or appropriate, 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.  In addition, this position is responsible for demonstrating the Excellence in Sales/Service (ESS) philosophy by participating in and practicing ESS disciplines and behaviors.

 

We’ll give you these important responsibilities…

  • Reviews new account applications, forms and opens new accounts, follows up on deficient items, performs account transfers, receives and processes service requests, disbursement requests and provides backup to other Assistants.
  • Researches and resolves customer inquiries/problems, meets walk in customers and prospects, answers telephones, prepares account analysis and performs various servicing items as requested.
  • Assists Financial Advisors and customers by providing information and conducting research, answering operational and servicing questions. Places trade orders (allowable with their securities licenses) for customers and representatives, completes trade blotters and other appropriate documentation.  Acts as a liaison between customers and representatives with BISI’s clearing firm.
  • Performs account record changes, prepares and maintains Financial Advisor correspondence, acts as liaison with various Bank of Hawaii departments. Assists with mail disbursement and prepares Advisor’s expense reports.
  • Performs all other miscellaneous responsibilities and duties as assigned.

 


Qualifications

…if you come to us with these qualifications…

Education: 

  • High School diploma or G.E.D. 
  • Bachelor’s degree from an accredited institution preferred.
  • Possesses FINRA Series 6 & 63, and Life Accident and Health insurance licenses.
  • Optional licenses: Series 65 or 66.

 

Experience: 

  • Minimum three years of investment or related experience. 
  • High volume clerical and customer service experience strongly preferred.

 

Technical Skills: 

  • Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel, Access and PowerPoint) or similar software.

 

Other Job Qualifications: 

  • Demonstrated written and verbal communication skills, customer service orientation and telephone skills. 
  • Must be a good listener, who is able to express complex ideas in concise and simple terms. 
  • Able to work well independently and as part of a team. 
  • Must be analytical, organized and able to function under time constraints with shifting priorities. 
  • Able to type accurately at least 35 wpm. 

 

 

Bank of Hawaii

In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. We’ve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii – a result of knowing our business and community, and always staying ahead of change. At Bank of Hawaii, we think of ourselves as forward thinking pace setters. We are constantly finding creative ways to deliver leading edge financial products and services to our customers.  Now more than ever, we’re focused on the needs of our customers and providing solutions they need.

 

It’s our sales team who helps us succeed in providing solutions to retail customers, as well as large and small businesses in Hawaii.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.

 

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.

 

Job Function Investments
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Jul 3, 2018, 2:09:00 PM
Unposting Date Ongoing

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Sales Assistant - Bankoh Investment Services

Bank of Hawaii
Oahu, HI

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Oahu, hi

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