Service Specialist jobs at Central Pacific Bank - 32 jobs
Customer Experience Representative
Central Pacific Bank 4.8
Service specialist job at Central Pacific Bank
is eligible for a $1,000 sign-on bonus.
Handles incoming email/ telephone calls from internal/external customers according to established Call Center standards in a professional manner and taking follow-up action as necessary. Performs all duties and interacts with internal and external customers in a manner aligned with the Company's Core Values of Teamwork, Integrity and Exceptional Services (TIES); Customer Experience Competencies of Customer Interaction, Empowerment and Ownership; and Basic Skills of Listening, Oral Communication, Written Communication, Action Orientated, Thoroughness, Problem Solving.
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.
Duties:
Answer incoming email/ telephone calls in accordance with established Call Center standards and assist customers with various general banking needs in a professional manner and follow through with appropriate action.
Provide customers with account information, help them resolve problems/issues/concerns, and contact appropriate personnel/departments as required.
Document and/or escalate issues to ensure customers' concerns are addressed promptly and appropriately.
Provide customers with general information on CPB products/services and other general information: Branch/ATM location and hours, Rates and fees, Deposit and loan accounts, Convenience and monetary products/services.
Fulfill customers' special requests by utilizing support systems/tools or refer to appropriate personnel/departments.
Prepare update forms for deposit and loan accounts, such as address and phone number changes.
Prepare requests for duplicate statements, stop payments, fee waiver, check orders, close accounts, etc.
Cancel lost/stolen cards, reset Internet Banking passwords, activate cards, etc
Convert inquiries into account openings by referring customers to appropriate business units.
Minimum Qualifications:
Education:
High School diploma or equivalent
Experience:
1+ year of customer service experience
Competencies:
Achieving Results - Perseverance
Achieving Results - Decisiveness
Communication & Influencing - Approachability
Operating Skills - Time Management
Self-Management - Adaptability
Knowledge, Skills & Abilities:
Must be able to work a flexible work schedule to include before and after normal work hours, weekends, and holidays when necessary.
Physical Requirements & Working Conditions:
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
Must be able to read and understand bank-related documents.
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
$39k-44k yearly est. Auto-Apply 24d ago
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Client Services Associate - Central Pacific Investment Service
Central Pacific Bank 4.8
Service specialist job at Central Pacific Bank
Provides clerical and sales support to the Wealth Advisor(s).
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.
Primary Accountabilities:
Job Specific Duties
Wealth Advisor Support: Responsible for opening new accounts, performing account transfers, assisting Wealth Advisor(s) with office files, following up on account numbers, incoming transfers, verifying monetary transactions, placing orders, and other items that increase production.
Customer Support: Attend to incoming calls. Responsible for assisting customers with various servicing requests, such as withdrawals, account maintenance, address changes, researching customer inquiries, etc.
Team Focused Leadership
Participate in Bank sponsored Internal/external events
Participate in Bank sponsored focus groups, initiatives, campaigns
Relationship Banking/Relationship
Provide analytical, logistical, and clerical support for sales and special projects, including sales campaigns, investment seminars, trade shows and other activities to promote sales opportunities, with efficiency and cost-effectiveness for Investment Services and business partners
Maintain internal service standards
Risk Management/Compliance
Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits
Comply in a timely manner with all compliance requests
Adhere to Bank policies and procedures
Personal/Professional Development
Attend required and elective training and workshops
Participate in professional group/organization
Minimum Qualifications:
Education:
H.S. Diploma or GED equivalency required.
Experience:
Client Service Associate I:
3+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
Client Service Associate II:
4+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
1+ years of experience in retail brokerage/RIA required.
Registered Client Services Associate:
4+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
License/Certification:
Client Service Associate II:
FINRA and insurance licenses will be required if performing any trading transactions.
Registered Client Services Associate:
Series 7 and 66 license required.
Life and Health Insurance license required.
Physical Requirements & Working Conditions:
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
Must be able to read and understand bank-related documents.
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
$31k-35k yearly est. Auto-Apply 60d+ ago
Private Banking Service Consultant (Downtown)
First Hawaiian Bank 4.7
Urban Honolulu, HI jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the "Best Places to Work in Hawaii for 13 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
First Hawaiian Bank is currently seeking an experienced, customer-focused Private Banking Service Consultant to join our Private Banking Team at First Hawaiian Center in Downtown Honolulu .
As a Private Banking Service Consultant, you will work closely with the Private Banking Officers to provide exceptional customer service, sales, and operational assistance for high-net-worth clients.
You will assist with general administrative support and overall coordination and maintenance of banking relationships to these customers.
Hours: Monday - Friday day 8:00AM - 4:30PM (Work hours may vary) Compensation: The hourly salary range for this role is $20.
00 - $32.
07/hour; commensurate with experience.
The Private Banking Service Consultant level and pay is at the discretion of the Manager and will be discussed at the time of the offer.
Required Qualifications High School Diploma or equivalent experience in customer service required Minimum of 1 year in operations, customer service, and sales experience in banking required PC skills including word processing and spreadsheets preferred Effective interpersonal communication skills Must be team-oriented Adept in word processing and spreadsheets Capable in the use and navigation of various Bank systems, e.
g.
, mainframe database, customer management system, automated documentation retrieval systems, bank expenses settlement system and other associated bank intranet systems Attention to detail with consistent and timely follow-through Ability to implement decisions within authority while applying sound reasoning and judgment Always presents a professional image and appearance.
Benefits: We proudly offer a comprehensive benefits program for all employees.
For more information, Click Here We value you! At First Hawaiian Bank, we value Fairness, Inclusion, and Opportunity and welcome applications from all eligible candidates.
For our full EEO statement, please visit www.
fhb.
com/careers .
Mahalo for choosing First Hawaiian Bank! Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn , Instagram , Facebook pages.
Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
$20 hourly 29d ago
Call Center Service Consultant
First Hawaiian Bank 4.7
Urban Honolulu, HI jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 14 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
Ever wanted to work for a bank but didn't know where to start? Do you have a strong passion to help customers through their financial journey? If this sounds like you, we may have the right role for you! First Hawaiian Bank is currently seeking customer-focused, detail-oriented, goal-driven Service Consultant (Call Center Agent) to join our Call Center Team.
This role offers a kick-start into the world of banking, where you get to learn about various areas of the bank and how to utilize resources to respond to customers' inquiries.
You'll gain a foundational knowledge base to build a successful career in the banking industry.
As a Service Consultant, you are the first line of communication for our internal and external customers.
You'll also have the opportunity to work in a fast-paced environment alongside a team who is passionate about providing exceptional customer service.
You'll also have the opportunity to earn incentives based on your performance.
Great opportunities for career growth! This position is located in the Kamehameha Industrial Center in Kalihi.
Work Schedule: 7:00 am - 7:00 pm, 7 days a week (shifts vary) Compensation: Pay range is $20.
00 - $22.
00/hr.
, commensurate with experience.
Start date: February 2026 Work Arrangement: This role is an on-site work arrangement.
Required Qualifications High level of professionalism and customer-orientation, with strong verbal skills.
Ability to work in a fast-paced environment where creating a positive customer experience is the #1 priority while also appropriately handling confidential customer information.
1-2 years customer service experience or comparable work experience in a retail, sales or financial environment Experience in Call Center environment desirable.
Experience and comfort with computers and internet highly desirable.
Benefits: We proudly offer a comprehensive benefits program for all employees.
For more information, Click Here We value you! At First Hawaiian Bank, we value Fairness, Inclusion, and Opportunity and welcome applications from all eligible candidates.
For our full EEO statement, please visit www.
fhb.
com/careers .
Mahalo for choosing First Hawaiian Bank! Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn , Instagram , Facebook pages.
Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
$20 hourly 29d ago
Private Banking Service Consultant I (Kapiolani)
First Hawaiian Bank 4.7
Urban Honolulu, HI jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the "Best Places to Work in Hawaii for 13 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
First Hawaiian Bank is currently seeking an experienced, customer-focused Private Banking Service Consultant to join our Private Banking Team at the Kapiolani Branch .
As a Private Banking Service Consultant, you will work closely with the Private Banking Officers to provide exceptional customer service, sales, and operational assistance for high-net-worth clients.
You will assist with general administrative support and overall coordination and maintenance of banking relationships to these customers.
This is an excellent opportunity if you seek a collaborative environment where you are provided support and education.
Our team is committed to helping each other grow and will support your career needs with the necessary tools and experience to succeed.
Apply to the Private Banking Service Consultant role so we can get to know you and your interests.
It all starts with YES! Hours: Monday - Friday day 8:00AM - 4:30PM (Work hours may vary) Compensation: The hourly salary range for this role is $20.
00-$32.
07/hour; commensurate with experience.
The Private Banking Service Consultant level and pay is at the discretion of the Manager and will be discussed at the time of the offer.
Required Qualifications High School Diploma or equivalent experience in customer service required Minimum of 1 year in operations, customer service, and sales experience in banking required PC skills including word processing and spreadsheets preferred Effective interpersonal communication skills Must be team-oriented Adept in word processing and spreadsheets Capable in the use and navigation of various Bank systems, e.
g.
, mainframe database, customer management system, automated documentation retrieval systems, bank expenses settlement system and other associated bank intranet systems Attention to detail with consistent and timely follow-through Ability to implement decisions within authority while applying sound reasoning and judgment Always presents a professional image and appearance.
Benefits: We proudly offer a comprehensive benefits program for all employees.
For more information, Click Here We Value Diversity At First Hawaiian Bank, we are confident that our success is a product of our team's diverse backgrounds, skills, and interests.
We are an EEO Employer and welcome applications from all eligible candidates.
For our full EEO statement, please visit www.
fhb.
com/careers .
Mahalo for choosing First Hawaiian Bank! Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn , Instagram , Facebook pages.
Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
$20 hourly 29d ago
Account Service Representative
First Hawaiian Bank 4.7
Urban Honolulu, HI jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 14 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
First Hawaiian Bank is currently seeking a customer-focused and highly-engaging Account Service Representative to join our team in the Consumer Loan Collections Department.
In this role, you will assist with curing delinquent First Hawaiian Bank loans by contacting customers via phone or written correspondence.
The Account Service Representative recognizes accounts and/or relationships that pose a credit risk and makes recommendations or takes prudent actions to reduce the Bank's exposure.
This role is also responsible for providing excellent service to delinquent customers and to work in concert with the Relationship Officers to best service our delinquent loans.
Work Schedule: Monday - Friday 8:00am - 5:00pm (hours may vary) Compensation: The hourly pay range for this role is $16.
15 - $22.
50/per hour; commensurate with experience.
The ideal candidate will have: High school diploma or equivalent required Associate's Degree in a business-related field preferred MS Windows proficient (MS Excel, MS Word and MS Outlook) Must be articulate, self-motivated and able to interact with a diverse group of individuals Excellent oral and written communication skills, problem solving and negotiating skills are required in order to make critical decisions with minimal supervision Must possess excellent telephone etiquette skills Good time management skills Able to plan and organize Able to work under pressure with multiple deadlines Able to handle confidential matters judiciously Able to work beyond scheduled shift as needed Benefits: We proudly offer a comprehensive benefits program for all employees.
For more information, Click Here We value you! At First Hawaiian Bank, we value Fairness, Inclusion, and Opportunity and welcome applications from all eligible candidates.
For our full EEO statement, please visit www.
fhb.
com/careers .
Mahalo for choosing First Hawaiian Bank! Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn , Instagram , Facebook pages.
Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
$16 hourly 29d ago
Dispute Specialist
First Hawaiian Bank 4.7
Urban Honolulu, HI jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 14 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
We are currently seeking a collaborative, customer-focused Dispute Specialist to join our BankCard Center Team.
In this role, you will process Mastercard, Zelle, and ACH dispute claims; ensure appropriate action is taken within regulatory timeframes.
Compensation The hourly salary range for this role is $18.
50- $23.
00/hr; commensurate with experience.
The successful candidate will be hired for the level of the position that aligns with their experience.
Work Schedule Monday - Friday 8:00AM - 5:00PM (Hours may vary) The ideal candidate will have: High School Diploma or equivalent, or equivalent work experience required 2 years of experience in banking, dispute resolution, or card services required Associate degree or bachelor's degree in finance, banking, or similar field preferred Previous banking experience Previous customer service experience Good writing skills necessary to correspond with customers and other financial institutions Good verbal communication skills necessary to handle calls from customers, internal departments and other financial institutions Possesses attention to detail with excellent follow-through Good time management Critical thinker Able to work under pressure with multiple deadlines Necessary 10 key calculator and typewriter by touch and typing skills Computer skills with knowledge of MS Office Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn , Instagram , Facebook pages.
Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
$18 hourly 29d ago
Customer Service Representative I (Kamuela Branch)
First Hawaiian Bank 4.7
Hawaii jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 14 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
First Hawaiian Bank is currently seeking a highly engaging, customer-focused, goals-driven, Customer Service Representative I to join our Kamuela Branch.
In this role, you will provide quality customer service to bank customers both inside and outside the branch, promoting the Bank's products and services which includes informing the customer of benefits and features, act as an initial contact for referral of the customer to personal bankers and specialized areas of the bank such as consumer and commercial loans, credit cards etc.
, while always projecting a professional image and appearance as a representative of the Bank.
Compensation The pay range is $21.
00 - $24.
50/hour, commensurate with experience; plus sales incentives.
Work Schedule Monday - Friday 8:00AM - 4:30PM; Saturday on a rotation basis 8:30AM - 1:30PM (hours may vary) Required Qualifications: Associates degree in business and/or equivalent work skills required.
Upon acceptance into the position, mandatory completion of FHB CSR School.
Minimum of 2 years as a commercial savings teller in a financial institution (i.
e.
, within FHB, minimum two years teller/clerk teller experience) or two years in a retail sales environment selling products and services.
Strong verbal and interpersonal communication skills required to perform sales presentations to individuals and groups.
Ability to use judgement and discretion regarding customer transactions and confidential information required.
PC skills in word processing required.
Must be able to type 35wpm.
Benefits: We proudly offer a comprehensive benefits program for all employees.
For more information, Click Here We value you! At First Hawaiian Bank, we value Fairness, Inclusion, and Opportunity and welcome applications from all eligible candidates.
For our full EEO statement, please visit www.
fhb.
com/careers .
Mahalo for choosing First Hawaiian Bank! Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn , Instagram , Facebook pages.
Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
$21 hourly 29d ago
Treasury Investment Operations Specialist
First Hawaiian Bank 4.7
Urban Honolulu, HI jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 14 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
First Hawaiian Bank is currently seeking a Treasury Investment Operations Specialist to join the Bank's Treasury Operations team.
In this role, you will assist with the settlement, valuation and accounting of Treasury transactions, as well as provide other support for Treasury activities.
Compensation: The annual salary range for this role is: $44,000 to $60,000 per year: commensurate with experience.
Work Hours: 8:00AM - 5:00PM; hours may vary The ideal candidate will have: Bachelor's degree in Finance, Economics, or other related discipline, or equivalent work experience Prior bank or financial modeling experience preferred Knowledge of SQL or other financial modeling platforms a plus Knowledge of standard financial concepts including present value analysis, financial modeling, and capital markets instruments Familiarity with fixed income valuation and fixed income markets a plus Able to effectively work with all levels of management and staff Strong analytical skills, critical thinking, investigative problem-solving and decision making talents A self-starter who is able to work in a fast paced, results driven environment Strong written and verbal communication skills Ability to work under pressure, prioritizes multiple tasks and brings tasks to complete closure Strong technical skills (particularly in MS Excel or a coding language) Organized and able to execute responsibilities with minimal supervision We value you! At First Hawaiian Bank, we value Fairness, Inclusion, and Opportunity and welcome applications from all eligible candidates.
For our full EEO statement, please visit www.
fhb.
com/careers .
Mahalo for choosing First Hawaiian Bank! Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn , Instagram , Facebook pages.
Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
$44k-60k yearly 29d ago
Support Services Specialist
First Hawaiian Bank 4.7
Urban Honolulu, HI jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 14 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
First Hawaiian Bank is currently seeking a Support ServicesSpecialist to join our Wealth Management Service Center Team.
In this role, the Support ServicesSpecialist is responsible for providing support services to the various Wealth Management Group business units.
Performs clerical and analytical tasks spanning a wide variety of subject areas to sustain routine support functions, as well as provide periodic on-demand support for areas in need.
Compensation The salary range for this role is $17.
75-$23.
50/hour; commensurate with experience.
Work Schedule Monday - Friday 8:00AM - 5:00PM (Hours may vary) The ideal candidate will have: High school diploma/GED or equivalent experience Knowledge of the wealth management business (personal trust, institutional trust, custody and agency administration) and other related bank products and services.
2 years of experience in office administration Benefits: We proudly offer a comprehensive benefits program for all employees.
We Value Diversity At First Hawaiian Bank, we are confident that our success is a product of our team's diverse backgrounds, skills, and interests.
We are an EEO Employer and welcome applications from all eligible candidates.
For our full EEO statement, please visit www.
fhb.
com/careers.
Mahalo for choosing First Hawaiian Bank! Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn, Instagram, Facebook _ pages.
Discover firsthand insights through our _Employee Spotlight _ series, offering a glimpse into the daily lives of our valued team members_ If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
$17 hourly 29d ago
Leasing Operations Specialist
First Hawaiian Bank 4.7
Urban Honolulu, HI jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 14 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
First Hawaiian Bank is currently seeking a Leasing Operations Specialist to join the team in the Commercial Loan Center.
In this role, the Leasing Operations Specialist is responsible for accurately entering and maintaining lease information into the LeasePak system from inception to termination, reviewing and reconciling various bank and general ledger accounts, and processing lease payment transactions and maintenance requests.
Compensation: The hourly salary range for this role is $18.
00 - $23.
25 / per hour; commensurate with experience.
Work Schedule: Monday - Friday 7:30 AM - 4:30PM ( hours may vary ) The ideal candidate will have: High school diploma/GED or equivalent experience required Bachelor's degree in Finance, business-related field, or equivalent experience preferred 1 year of experience in leasing operations, accounting or related field Able to follow procedures thoroughly Able to handle confidential matters judiciously Effective written and verbal communication skills to interact with all levels of employees Able to work under pressure and meet strict deadlines Good time management and organizational skills Possesses attention to detail with excellent follow-through Ability to type and input information accurately with minimal errors Working knowledge of Microsoft Office 365 suite of applications Benefits: We proudly offer a comprehensive benefits program for all employees.
For more information, Click Here We value you! At First Hawaiian Bank, we value Fairness, Inclusion, and Opportunity and welcome applications from all eligible candidates.
For our full EEO statement, please visit www.
fhb.
com/careers .
Mahalo for choosing First Hawaiian Bank! Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn , Instagram , Facebook pages.
Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES! At First Hawaiian Bank, it all starts with YES!
$18 hourly 29d ago
Personal Trust Service Representative
First Hawaiian Bank 4.7
Urban Honolulu, HI jobs
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the "Best Places to Work in Hawaii for 13 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.
Step into a career that offers stability, excitement, and growth.
Experience the thrill of a dynamic environment paired with a comprehensive training program.
Plus, enjoy the perks of our competitive compensation and benefits package.
If you are ready for a career that empowers you to thrive, your journey starts here.
We are currently seeking a detail-oriented, customer-focused Personal Trust Service Representative to join our Personal Trust Team.
In this role, you will provide support to Trust Administrators in the day to day administration of personal trust, investment managed and custody/agency accounts, meeting the needs and demands of clients, co-fiduciaries, trust beneficiaries, advisors and internal department and system wide personnel.
You will also assist in the setup of accounts, assets, distributions, disbursements, and working files, as well as assists in monitoring and/or escalating issues and meeting compliance requirements.
Work Schedule Monday - Friday 8:00AM - 5:00PM (Hours may vary) Compensation The hourly range for this role is $18.
25 to $24.
00 /hour; commensurate with experience.
The ideal candidate will have Work experience in financial services - wealth management, trust administration, tax, general banking or brokerage house helpful.
Associate's degree in Business or related field, or equivalent work experience.
2 years of experience in customer service and/or clerical work.
Work experience in financial services - wealth management, trust administration, tax, general banking or brokerage house helpful Familiarity with Microsoft Office, including Word, Excel, and PowerPoint.
Access and Visio helpful Ability to learn Trust-specific software programs, such as SEI Wealth Platform, Extra and RMS Ability to verbally communicate effectively with individuals and in a group setting Ability to draft and edit reports or correspondence in proper form preferred Ability to meet deadlines, establish and maintain priorities and work under time constraints with interruptions Ability to understand and assimilate information Possesses attention to detail with excellent follow-through Ability to manage detailed information with accuracy Ability to use judgment and discretion regarding confidential information is essential Ability to work in a fast-paced, high volume environment is critical Ability to work under pressure with multiple deadlines Ability to handle multiple tasks and to meet strict deadlines on a daily basis Good time management skills Proactive and able to work independently Occasional customer contact Are you interested in learning more about us? Come discover who we are by visiting our LinkedIn , Instagram , Facebook pages.
Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members If this position sounds like an ideal match, we invite you to apply so we can learn more about you.
At First Hawaiian Bank, it all starts with YES!
is eligible for a $600 sign-on bonus.
Handles incoming email/ telephone calls from internal/external customers according to established Call Center standards in a professional manner and taking follow-up action as necessary. Performs all duties and interacts with internal and external customers in a manner aligned with the Company's Core Values of Teamwork, Integrity and Exceptional Services (TIES); Customer Experience Competencies of Customer Interaction, Empowerment and Ownership; and Basic Skills of Listening, Oral Communication, Written Communication, Action Orientated, Thoroughness, Problem Solving.
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.
Duties:
Answer incoming email/ telephone calls in accordance with established Call Center standards and assist customers with various general banking needs in a professional manner and follow through with appropriate action.
Provide customers with account information, help them resolve problems/issues/concerns, and contact appropriate personnel/departments as required.
Document and/or escalate issues to ensure customers' concerns are addressed promptly and appropriately.
Provide customers with general information on CPB products/services and other general information: Branch/ATM location and hours, Rates and fees, Deposit and loan accounts, Convenience and monetary products/services.
Fulfill customers' special requests by utilizing support systems/tools or refer to appropriate personnel/departments.
Prepare update forms for deposit and loan accounts, such as address and phone number changes.
Prepare requests for duplicate statements, stop payments, fee waiver, check orders, close accounts, etc.
Cancel lost/stolen cards, reset Internet Banking passwords, activate cards, etc
Convert inquiries into account openings by referring customers to appropriate business units.
Minimum Qualifications:
Education:
High School diploma or equivalent
Experience:
1+ year of customer service experience
Competencies:
Achieving Results - Perseverance
Achieving Results - Decisiveness
Communication & Influencing - Approachability
Operating Skills - Time Management
Self-Management - Adaptability
Knowledge, Skills & Abilities:
Must be able to work a flexible work schedule to include before and after normal work hours, weekends, and holidays when necessary.
Physical Requirements & Working Conditions:
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
Must be able to read and understand bank-related documents.
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
$39k-44k yearly est. Auto-Apply 43d ago
Commercial Banking Service Representative I
Bank of Hawaii Corp 4.7
Urban Honolulu, HI jobs
Under the direction of the Manager, this position is responsible for supporting the Commercial Loan, Deposit, Cash Management servicing and account operation servicing functions of the Commercial Banking Group.
$33k-37k yearly est. Auto-Apply 16d ago
Processing & Service Representative
Bank of Hawaii Corp 4.7
Urban Honolulu, HI jobs
Under the direction of the Senior Processing and ServicingSpecialist, Supervisor or Manager this position is accountable for the accurate and timely processing and servicing of loan requests received from various sources and business units while ensuring validation and compliance requirements are followed.
Responsibilities include: data entry, quality control review, research, maintenance and updating information to the respective application system.
$33k-37k yearly est. Auto-Apply 44d ago
Commercial Banking Service Representative I
Bank of Hawaii 4.7
Urban Honolulu, HI jobs
Under the direction of the Manager, this position is responsible for supporting the Commercial Loan, Deposit, Cash Management servicing and account operation servicing functions of the Commercial Banking Group.
High school diploma or G.E.D.
Minimum 1 - 2 years of commercial banking service experience, Commercial Deposits, Commercial Loans and Cash Management, or equivalent work experience.
Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, and Power Point) or similar software. Knowledge of or ability to use Bank software and systems.
Ability to perform job functions under moderate supervision
Fully competent in at least two of the following servicing responsibilities, and beginning to recognize cross-selling opportunities;
Commercial Deposits
Commercial Loans
Bank Operations
Cash Management
Demonstrated verbal and written communication skills. Must be analytical, detail oriented, organized. Must be able to meet deadlines and handle multiple priorities. Knowledge of Bank financial products and services. Demonstrated effective and efficient team player with excellent interpersonal skills, who can also resolve problems independently. Able to work flexible hours including holidays, weekends and evenings as needed or assigned.
As a Bank of Hawaii employee, you ensure (or assist with ensuring) 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.
Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.
We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit ****************************
Acts as the direct liaison between Primary Relationship Officers (PRO), agent banks, participating banks and other Bank units in fulfilling the servicing (loan, deposit, cash management, investments, etc.) needs of clients. Provides proactive service and support to assigned PROs and to overall Team as a unit to meet servicing objectives. Maintains the highest level of internal and external client service to meet Bank standards.
Researches and resolves customer problems and initiates corrective action to efficiently ensure complete satisfaction. Follows up as needed to ensure that customer needs are met. Makes process recommendations to improve the operational and servicing functions. Accesses various bank systems to obtain information necessary to complete various tasks. Completes various forms, correspondence, memos and reports using computer applications. May write to both external and internal customers.
Establishes new accounts and customer files, coordinates receipt of proper documentation. Follows up with PROs, Portfolio Management Officers (PMOs) and customers for missing items. Comprehends Bank products and services, and use this knowledge to identify appropriate needs to provide solution to PROs and customers.
Coordinates the overdraft, delinquent loan, maturing loan, receivable, loan preparation, expired lines, and other required reports with PROs and PMOs. Consolidates information to complete various reports for management purposes. Prints and distributes certain management reports from various systems to internal departments within Commercial Banking Group.
May be reassigned to different Teams within CBSS as required to support the Commercial Banking Group's business unit needs. On a relief basis, may temporarily perform the job responsibilities of another Commercial Banking Service & Support (CBSS) Service Representative.
Performs all other miscellaneous responsibilities and duties as assigned.
$33k-37k yearly est. Auto-Apply 16d ago
Processing & Service Representative
Bank of Hawaii 4.7
Urban Honolulu, HI jobs
Under the direction of the Senior Processing and ServicingSpecialist, Supervisor or Manager this position is accountable for the accurate and timely processing and servicing of loan requests received from various sources and business units while ensuring validation and compliance requirements are followed. Responsibilities include: data entry, quality control review, research, maintenance and updating information to the respective application system.
Education:
Levels I & II: High School diploma or G.E.D.
Level III: High School diploma or G.E.D. 2 years of post-high school education is preferred.
Senior: Bachelor's degree from accredited institution or equivalent work experience.
Experience: Level is dependent on years of experience and size/complexity of prior positions held.
Level I: 1 to 2 years prior branch or bank experience preferred or 2 years of experience in a highly productive customer service work environment or equivalent work experience.
Level II: Minimum 2 years of lending or bank experience preferred or 3 years in a highly productive back-office operations setting or equivalent work experience.
Level III: Minimum 3 years of prior branch or banking experience or 4 years of experience in a highly productive operations work environment preferably in loans or equivalent work experience.
Senior: Minimum 3 years in banking operations / financial services high-production operations work environment, preferably in loans, customer service, insurance, etc. or equivalent. Should have at least one year experience as lead/team leader/supervisor.
Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems. 10-Key by touch is highly recommended.
Possesses good written and verbal communication skills and have a customer service orientation. Must be a self-starter and able to work with a sense of urgency to meet deadlines. Should be flexible, detail oriented and organized. Must possess and exercise critical thinking skills. Must have a good attendance record and be able to work flexible hours including holidays, weekends and evenings as needed or assigned. Able to quickly adapt to changes in the electronic environment. Must be able to lift up to 25 pounds and push a mail cart weighing up to 25 pounds.
As a Bank of Hawaii employee, you ensure (or assist with ensuring) 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.
Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.
We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit ****************************
Performs various back-office tasks for most types of consumer loans, commercial loans/lines, small business loans, dealer flooring lines, etc. Handles customer issues/concerns and professionally responds to customer requests. Handles large volumes of work quickly and accurately in a fast-paced environment. (Level II) Uses discretion to ensure data integrity, service level quality standards and deadlines are met, operational policies and procedures are followed, and controls are exercised, and errors corrected. (Level III) Requires knowledge and able to perform the various back office functional tasks for all types of consumer and small business loans. Able to handle customer issues/concerns and professionally responds to customer's requests. Handles large volumes of work quickly and accurately in a fast-paced multiple task environment. Requires independent critical thinking to ensure data integrity and service level quality standards and deadlines are met; operational policies and procedures are followed, controls are exercised and errors are corrected. Possesses the expertise and technical knowledge to service and perform various assigned functional tasks which are complex in nature to service consumer and small business loans, Requires independent critical thinking skills to making sound decisions. (Senior) Responsible for coordination of one or more of the department's daily operations as a leader, to ensure established goals and objectives are met. Possesses the expertise and technical knowledge to service and perform various assigned functional tasks which are complex in nature (service consumer loans, commercial loans, small business, dealer flooring lines etc.)
Reviews, prepares, responds to, balances, processes and/or submits various accounting documents, reports and files to internal departments, government agencies and outside companies. Maintains tickler files and databases for Collateral Insurance, Legal Ownership Certificate (LOC) and Uniform Commercial Code (UCC) continuations, Flood Insurance etc. Ensures all documents, reports and files are accurately submitted, recorded and maintained in accordance with department, regulatory and Bank guidelines. (Level III & Senior) Performs quality control checks of workflow(s) throughout the department to ensure accuracy and acceptable performance levels. Prepares and reviews various daily and/or monthly reports as assigned. Reviews, prepares, responds to, balances, processes and/or submits various accounting documents, reports and files to internal departments, Government Agencies, and outside companies. Ensures all documents, reports and files are accurately submitted, recorded, and maintained in accordance with department, regulatory and bank guidelines.
Researches and responds to routine and non-routine customer inquiries and correspondences. Assists in meeting department goals and objectives by completing projects assigned. (Level II) Provides specialized technical and operations support; initiates, receives, researches, resolves and responds to routine and non-routine customer inquiries and correspondence. Assists in meeting department goals and objectives by completing assigned projects. (Level III & Senior) Researches and responds to internal and external routine and non-routine customer inquiries and correspondence. Assists with performing preliminary and final functional/performance testing for new or upgraded system/applications. Assists with implementing changes or new functions. (Senior) Responsible for leading processes and functions that require regulatory reporting and scrutiny. Assists unit in implementing strategic goals and process improvements recommended by management. Exercises signing authority as required within the unit.
Performs all other miscellaneous responsibilities and duties as assigned.
$33k-37k yearly est. Auto-Apply 44d ago
Client Service Officer
Bank of Hawaii 4.7
Urban Honolulu, HI jobs
Under the direction of the Institutional Services (IS) Administrative Manager, this position is chiefly responsible for administration of Institutional accounts, overseeing support staff activities, new business development, and complying with IS policies developed to carry out corporate policies and objectives.
Bachelor's degree from an accredited institution or equivalent work experience. Major in business or related area preferred.
Assigned a portfolio of clients with moderately complex IS business
Consults with, but performs assigned job functions with minimal supervision from the IS Administrative Manager or Relationship Managers
Client calls are generally performed jointly with the Relationship Manager or with a product specialist, but can be performed independently.
Has begun to develop client referral sources, and a client prospect list
Minimum 4 - 5 years of financial services relationship management or equivalent work experience required.
Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software. Knowledge of or ability to use Bank software and systems.
Excellent communication skills to include excellent writing, speaking, and presentation skills. Must possess excellent networking and businessdevelopment skills. Should have interpersonal skills sufficient to build strong workingrelationships and partnerships across the organization. Able to work with all levels ofemployees, management, as well as business owners and executives. Should be anactive listener and team player who projects a positive, professional image and promotesteam effort. Able to handle important accounts and express complex ideas in concise andsimple terms. Must be analytical, detail oriented, organized, and independent. Able to meet deadlines and handle multiple priorities. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must be able to provide own transportation or to operate a vehicle with a valid driver's license, and able to commute and arrive at intended destination as required. Able to travel to various locations and by air as necessary.
As a Bank of Hawaii employee, you ensure (or assist with ensuring) 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.
Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.
We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit ****************************
Manages accounts per policy and governing documents. Responds to all client financial needs which may include more complex situations. Anticipates potential challenges or needs and implements appropriate solutions. Responsible for the day-to-day account administration activities, including account set-ups, deposits and withdrawals of assets, and investment needs through available support staff. Works to facilitate the timely review of accounts and proactive management of issues Researches and resolves customer problems and initiates corrective action to efficiently ensure complete satisfaction. Follows up as needed to ensure that customer needs are met. May write to both external and internal customers.
Supports sales and referral goals set by the IS Manager for the Relationship Managers. Develops an individual sales support plan and provides regular updates. Independently calls on clients and prospects to identify customer needs, consulting clients on services and establishes, maintains and expands relationships and breadth of services used by clients. Develops new business opportunities and maintains existing relationships by cross selling and ensuring application of all services appropriate to client needs. Assists in maintaining a scheduled calling program for existing clients to ensure high-quality servicing and identify additional needs to enhance relationships.
Coordinates division support functions to ensure accurate and timely account activities, including coordination with CAS-Admin, Trust Operations and Commercial Banking servicing counterparts. Must coordinate compliance activities for all client accounts. Responsible for implementing Bank policies and procedures in administration of accounts.
Maintains and develops relationship management, service and technical skills and knowledge through training and other developmental activities. Performs presentations in front of client groups and in one-on-one client meetings.
Performs all other miscellaneous responsibilities and duties as assigned.
$35k-40k yearly est. Auto-Apply 60d+ ago
Client Services Associate - Central Pacific Investment Service
Central Pacific Bank 4.8
Service specialist job at Central Pacific Bank
Provides clerical and sales support to the Wealth Advisor(s). 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.
Primary Accountabilities:
* Job Specific Duties
* Wealth Advisor Support: Responsible for opening new accounts, performing account transfers, assisting Wealth Advisor(s) with office files, following up on account numbers, incoming transfers, verifying monetary transactions, placing orders, and other items that increase production.
* Customer Support: Attend to incoming calls. Responsible for assisting customers with various servicing requests, such as withdrawals, account maintenance, address changes, researching customer inquiries, etc.
* Team Focused Leadership
* Participate in Bank sponsored Internal/external events
* Participate in Bank sponsored focus groups, initiatives, campaigns
* Relationship Banking/Relationship
* Provide analytical, logistical, and clerical support for sales and special projects, including sales campaigns, investment seminars, trade shows and other activities to promote sales opportunities, with efficiency and cost-effectiveness for Investment Services and business partners
* Maintain internal service standards
* Risk Management/Compliance
* Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits
* Comply in a timely manner with all compliance requests
* Adhere to Bank policies and procedures
* Personal/Professional Development
* Attend required and elective training and workshops
* Participate in professional group/organization
Minimum Qualifications:
Education:
* H.S. Diploma or GED equivalency required.
Experience:
Client Service Associate I:
* 3+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
Client Service Associate II:
* 4+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
* 1+ years of experience in retail brokerage/RIA required.
Registered Client Services Associate:
* 4+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
License/Certification:
Client Service Associate II:
* FINRA and insurance licenses will be required if performing any trading transactions.
Registered Client Services Associate:
* Series 7 and 66 license required.
* Life and Health Insurance license required.
Physical Requirements & Working Conditions:
* Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
* Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
* Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
* Must be able to read and understand bank-related documents.
* Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
$31k-35k yearly est. 41d ago
Client Services Associate - Central Pacific Investment Service
Central Pacific Bank 4.8
Service specialist job at Central Pacific Bank
Job Description
Provides clerical and sales support to the Wealth Advisor(s).
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.
Primary Accountabilities:
Job Specific Duties
Wealth Advisor Support: Responsible for opening new accounts, performing account transfers, assisting Wealth Advisor(s) with office files, following up on account numbers, incoming transfers, verifying monetary transactions, placing orders, and other items that increase production.
Customer Support: Attend to incoming calls. Responsible for assisting customers with various servicing requests, such as withdrawals, account maintenance, address changes, researching customer inquiries, etc.
Team Focused Leadership
Participate in Bank sponsored Internal/external events
Participate in Bank sponsored focus groups, initiatives, campaigns
Relationship Banking/Relationship
Provide analytical, logistical, and clerical support for sales and special projects, including sales campaigns, investment seminars, trade shows and other activities to promote sales opportunities, with efficiency and cost-effectiveness for Investment Services and business partners
Maintain internal service standards
Risk Management/Compliance
Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits
Comply in a timely manner with all compliance requests
Adhere to Bank policies and procedures
Personal/Professional Development
Attend required and elective training and workshops
Participate in professional group/organization
Minimum Qualifications:
Education:
H.S. Diploma or GED equivalency required.
Experience:
Client Service Associate I:
3+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
Client Service Associate II:
4+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
1+ years of experience in retail brokerage/RIA required.
Registered Client Services Associate:
4+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
License/Certification:
Client Service Associate II:
FINRA and insurance licenses will be required if performing any trading transactions.
Registered Client Services Associate:
Series 7 and 66 license required.
Life and Health Insurance license required.
Physical Requirements & Working Conditions:
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
Must be able to read and understand bank-related documents.
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.