Senior Relationship Banker - #19544273

Bank of Hawaii

Date: Apr 8, 2021
City: Honolulu, HI
Contract type: Full time
Bank of Hawaii

Under the direction of the Manager, the role and responsibility of the Senior Relationship Banker position is to attract, expand and retain profitable relationships by offering value in recommending the right products and services to achieve the client's financial goals. This position will focus on top tier consumer clients to provide financial advice and solutions that meet the clients' needs and goals, leveraging proactive sales activities to provide value added counsel and personalized financial solutions at major life stage events with an understanding of their client's financial priorities. 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.

  • Services, maintains and grows relationships with high value consumer clients focusing on meaningful interactions and providing an exceptional customer experience. Maintains a large production load and sells financial services to the clients by addressing both long-term and short-term goals through profiling and understanding their clients' "milestone mindsets" and "personal story" to ensure financial needs and personalized financial solutions are delivered in a proactive manner. Executes call program and maintains an active relationship with all top tier clients and clients of influence.

  • Identifies and secures new high and/or potentially high value consumer clients through an extensive internal and external network within the organization and the community and market area. Refers clients to subject matter experts in the organization for cross sell opportunities. Actively and accurately tracks sales pipeline. Leverages support units or alternative delivery channels to match the servicing needs of the client.

  • Works closely with Branch and Market teams and line of business partners to identify clients and opportunities that are best served and expanded by the Senior Relationship Banker. Assists with coaching and mentoring other Relationship Bankers. Adheres to the Bank's Standards of Quality, actively monitors client satisfaction and continuously strives for improvement. Supports and actively participates in the community through involvement in professional associations and community organizations.

  • Ensures compliance with internal controls, operational procedures and risk management policies. Keeps informed of current bank policies, procedures, federal laws and regulations as well as maintains strong working knowledge of all new products, programs and sales promotions

  • Performs all other miscellaneous responsibilities and duties as assigned.

This position requires use of a personal computer and standard office equipment (typewriter, fax, copier, financial calculator, telephone, etc.).


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

  • Education: Bachelor's degree from an accredited institution, preferably with a major in business or related area, or equivalent work experience.

  • Experience: Minimum 3 – 5 years of banking experience. Demonstrates strong and advanced client relationship skills and a well developed understanding of banking, lending, retirement and investment products and services relevant to the mass affluent client segment and their personal goals, as well as complex solutions relating to small businesses. Demonstrated record of individual sales/financial goal achievement. Requires extensive knowledge of products and services, and ability to comprehend and grasp finance and credit concepts though training and field work.

  • Technical Skills: Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, SharePoint, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems including Client Relationship Management System (Blue360), loan underwriting programs, and financial planning tools.

  • Other Job Qualifications: Must possess core competencies in retail and commercial credit principles and underwriting standards. Must have Well developed analytical and problem solving skills. Must be able to effectively interact and create relationships with high-value Consumer Clients. Excellent writing, speaking, and presentation skills. Ability to make critical decisions independently. Possesses networking and business development skills. Must be able to travel throughout defined market. Demonstrates verbal and written communication skills including presentation skills. Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required.

We are committed to fully complying in letter and in spirit with all Equal Opportunity Employment and Affirmative Action laws and regulations. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, including gender identity or expression, sexual orientation, national origin, citizenship, ancestry, age, marital status, genetic information, domestic or sexual violence victim status, disability, protected veteran status or any other status protected by federal, state or local law. We also foster a drug-free work environment.

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