The Private Bank - Administrator (Kalai Services) - 1900993
Description
!*!Does this sound like you?
Are you ambitious? Want to make a difference in peoples lives?
Do you thrive in an environment that leverages your abilities as a fast
learner, good listener, and problem-solver? If you love challenges,
relish complexity, and have moxie, consider applying your unique talents with a
Hawaii banking leader Bank of Hawaii.
Here you can be at the forefront of whatever you do. Welcome to your tomorrow!
A
day in your life as a Private Bank Administrator
Under the direction of the manager and with the guidance of The
Private Bank Relationship Manager, this position is responsible for supporting
and retaining comprehensive relationships with The Private Bank clients. Provides support in building deeper client
relationships through the sale and administration of credit, deposit, wealth
management and investment products and services and in the manner that ensures
compliance with all applicable regulations, policies, and procedures. Assists in business
units 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.
Well give
you these important responsibilities
Provides
support to The Private Bank Relationship Manager in retention, growth and
profitability of assigned client relationships. Independently calls on Kalai
Services clients to establish, maintain and expand relationships, including the
sales of deposit, credit, trust, investment and related services.
Provides
extraordinary proactive service and support for assigned The Private Bank
Relationship Manager and overall team to meet servicing and sales objectives
such as calling activities and pipeline management. Proactively schedules
appointments for The Private Bank Relationship Manager utilizing Outlook. Handles all client contacts and calls proficiently
and effectively. Integrates job
responsibilities within the bank to maintain the highest level of client
service to meet Bank of Hawaiis standards.
Builds internal and community relationships, and networks regularly.
Supports
The Private Bank Relationship Manager in the administration and adherence to
regulatory and compliance requirements, policies and procedures related to bank
depository, credit facilities, trust and investment agency accounts. Complies with all consumer laws and
regulations to include but not limited to Bank Secrecy Act (BSA), Customer
Identification (CIP), Information Security Protection, etc. and adheres to all
policies and procedures to ensure regulatory requirements are met. Adheres to Bank of Hawaii Employee Code of
Business Conduct and Ethics. Actively
participates in all required corporate and business line training. Participates in internal audits, FRB BSA
Safety and Soundness Examination, Wealth Management Examination, Regulation O
and SOX as required. Responsible for
keeping informed of all current bank policies and procedures.
Establishes
new accounts and receives and processes deposits, withdrawals, wire transfer and
other requests. Handles all research and
resolves client problems and initiates corrective action to ensure complete
client satisfaction. Exercises prudent
and judicious use of signing authority within authorized limits to approve
daily work. Reviews loan documentation
to ensure compliance. Coordinates loan
documentation, booking and execution and processes disbursement and payments. Follows-up on loan portfolio documentation to
ensure timely submission of credit renewals and requests. Approves daily overdraft within designated
authority.
Qualifications
!*!REGISTRATION REQUIREMENT: 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.
if
you come to us with these qualifications
Bachelors
degree or equivalent work experience
Minimum
0 - 2 year of work experience in the banking or financial services field
Extensive
knowledge of general banking products and services including, but not limited
to retail and commercial deposit and fee products and other consumer and
commercial loan services, residential loans, retirement plans, trust and investment
products and services
Demonstrates
ability and desire to advance skills in various areas including but not limited
to: trust investments, insurance, and credit
Proficiency
with personal computers and Microsoft applications (Outlook, Word, Excel and Power
Point) or similar software
Uses
initiative to work in unstructured high pressure work environment with minimal
or no supervision
Adapts
quickly and can willingly embrace change
Possesses
excellent customer service, verbal and written communication skills
Ability
to work flexible hours including holidays, weekends and evenings as necessary
Must
provide own transportation with a valid drivers license
Bank
of Hawaii
In 1897, Bank of Hawaii was the
first chartered and incorporated bank in the Republic of Hawaii. Weve 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.
We are constantly finding creative ways to deliver leading edge
financial services to our customers.
Now, were embracing change with our new 21st century banking.
Its our people who help us
succeed in offering first class service and products to our customers. 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 Operations
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Nov 1, 2019, 4:17:11 PM
Unposting Date Ongoing