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1 Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI) Job in HI, HI

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Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI)
$83k-108k (estimate)
Part Time 2 Months Ago
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Homestreet Bank is Hiring a Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI) Near HI, HI

Salary Range: $21.20 - $31.83 ( Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards. ) Benefits worth writing home about: Medical, dental, and vision coverage for employees and their families Life, disability and family Leave 401(k) and Roth 401(k) with employer match Wellness program, employee assistance program, “Commute Trip Reduction” (CTR) and various employee discounts Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work Free employee checking account and employee home loan discounts EO/AA Employer including Vets and Disabled. Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy Job Description Summary This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Personal Banker provides exceptional service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. This position builds a profile of each customer and maintains frequent personal, phone or email contact in an effort to grow and deepen customer relationships. Job Details Primary Functions: Customer Development Effectively interview and profile customers in order to recommend appropriate banking products and services. Proactively offers ideas and solutions to help customers recognize possibilities and strategies that will help them build and strengthen their financial position. Proactively identify and retain “at risk” customers. Strategically utilize advertising leads, MCIF lists, personal contacts, referrals from the Bank and branch customer base to build a book of business through deposit generation. Effectively partner with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience. Open and close all consumer and businesses products. Process complex transactions including: changing account ownership, living trusts, guardianship accounts, and estate assignments. Originate consumer loans, act as a customer advocate to ensure prompt processing of consumer loans. Complete new customer profiles each week and update current customer profiles weekly.* Make referrals to the Branch and District Managers or to business partners in other business lines within the company as assigned. In conjunction with the Manager, makes business development calls each month as assigned. May conduct offsite presentations such as Financial Literacy Seminars and Bank at Work presentations to build branch consumer and business customer base May lead branch and district sales campaigns May have other Business Development activities assigned as needed *The actual number of completed profiles and outside business development calls may vary from branch to branch, based on the expectations of the manager. Service Set an example for the CSR staff in the area of customer service and customer advocacy. Perform teller duties as required. Actively listen to customers, and maintain a friendly, positive, professional attitude. Resolve difficult situations with creativity, tact and diplomacy. Support branch lobby management Conduct care calls with existing consumer and business clients to ensure customer satisfaction Other Job Responsibilities Maintain a complete understanding of products, services and the Bank’s business-customer acquisition strategy. Monitors personal weekly/monthly sales efforts, ensuring sales targets and results are achieved. May partner with leadership to mentor and coach CSR staff to enhance their sales skills. Participates in branch events/sponsorships and is involved with groups and organizations within the community. Qualifications: High school diploma or equivalent. Bachelor’s degree in business related field preferred. 3 years of experience in customer service, sales or banking experience required. Sales experience in the banking or financial industry preferred. Local travel required. Valid driver's license, vehicle, and liability insurance are required. Demonstrated sales experience with proven results including diverse customer profiles and complex needs Ability to identify client needs, present banking solutions and bank products. Recognize closing opportunities and retain and grow customer relationships. Ability to initiate customer contact through letters, email, telephone or personal contact. Exceptional customer service skills. Ability to encourage open communication by listening attentively and actively. Excellent business writing skills. Ability to exercise independent judgment. Ability to work quickly and accurately, to analyze information and make decisions. Excellent multi-tasking skills. Ability to prioritize and perform a variety of concurrent tasks with minimal direction. Mental and Physical Considerations: Able to operate a Personal Computer and view information on a monitor. Must be able to sit for many hours each day. Must be able to communicate via telephone and possess dexterity to include filing document, reaching and bending. May be required to stand for extended periods of time. Ability to lift or carry up to 10 pounds Ability to speak and understand English and express ideas and have difficult conversation in person and over the telephone Ability to listen and comprehend speech. Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner. Willing and able to travel occasionally as needed. Ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. Work Environment: Normal business office environment. Ability to work in artificial light for extended periods of time This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position. Area Retail Banking (Sales) If you are a California resident, you may be entitled to certain rights regarding your personal information. Additional information about our data collection practices and location specific notices is available on our privacy policy Who We Are Founded in 1921, HomeStreet Bank offers consumer and business banking, mortgage financing, commercial lending, investment and insurance products and services in the Pacific Northwest, California and Hawaii. We maintain a shared goal across teams and regions to be the trusted and preferred source of financial services for our clients. Our drive to achieve this goal begins with trust – in our own abilities and in those who we work with each day. At HomeStreet, we respect and empower our employees to make decisions that support innovation, and deliver results for customers. Employees collaborate across teams to make the right decisions, share knowledge, continually move forwards and grow. We believe in promoting from within to deliver the strongest base of company knowledge, shared experience. And understanding about how our company has grown and evolved since its founding in 1921. Our teams reflect motivation, caring and a drive to achieve while having fun and supporting the communities where we live and work. This is how we deliver value every day. Work Culture As a rapidly expanding company, HomeStreet offers many opportunities to learn and grow. Throughout a period of dramatic growth, we have preserved the tradition of working in cross-functional project teams and promoting advancement across the company. Whether your interest lies in the banking or lending aspects of our business, if you have a desire to learn, are enthusiastic, perform quality work and have a passion for customer service, you will thrive in this fast paced and fun environment where people respect and help each other. Diversity and Inclusion Diversity HomeStreet is committed to a diverse workplace with employees from a wide range of backgrounds. We recognize that a more diverse workforce translates to broader perspective and greater understanding, which in turn translates to a greater capacity for customer service. We focus on recruiting and retaining employees from different backgrounds and who are representative of the people in our communities. By doing so, we are better able to serve our customers and understand their financial services needs and goals. Equal Employment Opportunity Equal employment opportunity is a fundamental HomeStreet belief. We practice fair and equal treatment for everyone, regardless of race, color, national origin, ancestry, religion, creed, political ideology, gender, marital status, sexual orientation, age, or the presence, history or perception of having any sensory, mental or physical disability, genetic information, or protected veteran status. In addition, we ensure compliance with federal, state and local laws governing nondiscrimination in employment. This philosophy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Employing Individuals with Disabilities HomeStreet embraces the American with Disabilities Act (ADA) and applicable state and local laws providing for nondiscrimination in employment against qualified individuals with disabilities. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment with HomeStreet Bank: Recruiting@homestreet.com. Come Grow With Us For more than 100 years, HomeStreet Bank has maintained a strong commitment to ethics, customer service and support of our communities. Building trust with our customers and employees is at the core of everything we do, and we’re looking for talented and motivated people to join us as we grow and evolve as a company. We are an equal opportunity employer with a commitment to employee development. We continually aim to build and maintain a successful team of talented people who feel challenged to do their best every day. We hire for potential, support personal development, and whenever possible, promote from within. We offer competitive salaries, benefits, and incentives with the opportunity to give back to the community. Whether you’re just beginning your career in financial services, or have years of experience, we have a wide range of job opportunities for you to consider.

Job Summary

JOB TYPE

Part Time

SALARY

$83k-108k (estimate)

POST DATE

02/03/2023

EXPIRATION DATE

02/04/2023

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The job skills required for Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI) include Customer Service, Financial Services, Retail Banking, Leadership, Customer Contact, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI) positions, which can be used as a reference in future career path planning. As a Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI), it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI). You can explore the career advancement for a Personal Banker (Part-time less than 20 hours per week), Retail Banking (Pearl City, HI) below and select your interested title to get hiring information.

If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

A personal banker may refer his clients to other bank experts.

03/04/2022: Fayetteville, NC

Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
Colby College
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University of Notre Dame
Western Washington University
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