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Multiple levels available based on experience.
Universal Bankers are able to perform sales, servicing and operational functions in a branch. Assist in managing an assigned portfolio of High Value Clients (HVC) to build and retain customer relationships. Identifies potential customer banking needs and cross-sells other bank products and services; refers customers to specialist as appropriate. Responsible for meeting assigned operational, cross-sale and referral goals. Participates and supports the branch management team with ongoing coaching and development activities. Opens all types of consumer and business deposit and loan products; accepts and closes secured and unsecured consumer loan and personal lines of credit applications. Certified to accept and close home equity lines of credit and loans.
Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.
Sales/Servicing
Operational Effectiveness and Service Delivery
Minimum Qualifications:
Education:
UB I Experience Requirements:
UB II Experience Requirements:
Licenses and Certifications:
Physical Requirements & Working Conditions:
Full Time
Banking
$31k-38k (estimate)
01/07/2024
07/13/2024
cpb.bank
HONOLULU, HI
500 - 1,000
1954
PAUL K YONAMINE
$200M - $500M
Banking