Finance Factors jobs in Urban Honolulu, HI - 194 jobs
Customer Service Representative/Bank Teller
Finance Factors Ltd. 3.7
Finance Factors Ltd. job in Urban Honolulu, HI
✨ Passionate about Hawai‘i and helping people thrive? Join the Finance Factors ‘ohana! We're a family-owned company with over 70 years of history, dedicated to supporting our community. And guess what? Our employees voted us one of Hawai‘i's Best Places to Work three years in a row - 2023, 2024, and 2025!
At Finance Factors, we help generations of Hawai‘i's people reach their financial goals - whether it's buying a home or building savings. Our work matters, and so will yours.
Why Join Us?
💰 Competitive Pay: Starting at $18/hour.
🎯 Quarterly Bonuses: Performance-based incentives for CD sales
📈 Career Growth: No banking experience? No problem! We provide thorough training to help you succeed
🌴 Make a Difference: Help generations of Hawai‘i's people reach their financial goals
What we're looking for: Our O‘ahu branches are on the hunt for friendly, customer-focused teammates who love helping people and bring a can-do attitude. Banking experience? Cool, but not required - we'll train you to feel confident and crush it!Perfect for recent grads looking to stay local and start strong.
Hours: Monday - Thursday: 8:30 AM - 4:30 PMFriday: 8:30 AM - 5:30 PM
✅ What you'll need:
High school diploma (or equivalent)
Personable, friendly, and enjoys helping others
Basic computer skills
Willingness to learn and grow
Positive attitude and team player
Dependable, quick learner, and detail-oriented
We're proud to be an Equal Opportunity Employer. At Finance Factors, everyone belongs, and everyone thrives.
Ready to be part of something meaningful? Join us and make a difference, one dream at a time.
$18 hourly Auto-Apply 13d ago
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Administrative Coordinator
Finance Factors Ltd. 3.7
Finance Factors Ltd. job in Urban Honolulu, HI
Plays a pivotal role in ensuring the smooth functioning of the president's office by managing the
president's schedule, communications, and travel arrangements, while also preparing for meetings
and handling document management. Additionally, provides crucial support to the president's
leadership team to plan, organize and complete assignments, special projects, and initiatives, serving
as a key liaison between the president and other staff and stakeholders. Ability to handle confidential
information with discretion and prioritize tasks allows the president to focus on strategic leadership
responsibilities, enhancing overall efficiency and productivity within the organization. Ability to manage
multiple projects, deadlines and priorities.
MINIMUM QUALIFICATION REQUIREMENTS:
· Proven experience as an administrative assistant or office admin assistant.
· Knowledge of office management systems and procedures.
· Working knowledge of office technology and equipment e.g. computers, printers and fax.
· Strong customer service, people and communication skills.
· Proficiency in MS Suite (Outlook, Word, Excel, MS PowerPoint) web and mobile applications.
· Excellent time management skills and the ability to prioritize work and meet deadlines.
· Attention to detail and problem-solving skills.
· Excellent written and verbal communication skills.
· Strong organizational skills with the ability to handle multiple priorities.
· High School degree; additional qualification as an Administrative Assistant is a plus.
ESSENTIAL FUNCTIONS:
· Answer and direct phone calls.
· Plan, organize, coordinate and schedule appointments and events.
· Plan meetings and take detailed minutes.
· Write and distribute emails, memos, letters, faxes, and forms.
· Assist in preparing regularly scheduled reports.
· Develop and maintain a filing system.
· Update and maintain office policies and procedures.
· Order office supplies and research new deals and suppliers.
· Maintain contact lists.
· Book travel arrangements.
· Submit and reconcile expense reports.
· Provide general support to visitors, staff, agents and stakeholders.
· Act as the point of contact for internal and external clients and stakeholders.
This position is performed primarily in an office environment and requires prolonged periods of sitting at a desk and working on a computer. The role involves repetitive hand and finger movements, including typing and using a mouse, as well as extended screen time. The workspace is typically climate-controlled with standard office lighting and noise levels. Occasional walking, standing, or light lifting (up to 15 pounds) may be required.
$35k-40k yearly est. Auto-Apply 60d+ ago
ATM Operations Associate
Bank of Hawaii Corp 4.7
Urban Honolulu, HI job
Under general supervision, is responsible for the execution and implementation of the strategy and service delivery for Automated Teller Machines (ATMs). Coordinates and oversees the installation, maintenance, and repair of ATMS to ensure smooth operation, functionality and security.
Works closely with both internal teams and external vendors to manage ATM issues.
This includes vendor management for cash replenishment and reconcilement, coordinating servicing and maintenance response, and network and regulatory site compliance.
Serves as the primary administrator of the system utilized to monitor/measure vendor service performance and applicable service rebates.
$70k-84k yearly est. Auto-Apply 41d ago
Customer Service Manager
Finance Factors Ltd. 3.7
Finance Factors Ltd. job in Kailua, HI
IN BRANCH ONLY
Have a passion for Hawaii and helping people? When you choose a career with Finance Factors you join a family-owned company with a 70-year history and commitment to providing financial services to our community. And we are honored to be recognized by our employees and Hawaii Business Magazine as a 2023-2025 Best Places to Work in Hawai'i.
Our team is committed to helping generations of families fulfill their financial dreams with creative lending and savings products. We specialize in residential real estate loans for purchase, refinance, cash-out, and home equity, as well as commercial real estate loans. Finance Factors also offers some of the best rates on certificates of deposit and savings accounts, with deposits insured by the FDIC.
Our Kailua-Kona branch is seeking those who enjoy people, providing excellent customer service, building relationships and have a can-do approach to helping others Prior banking experience is nice to have but not required as we will provide the training and support you need to be confident and successful.
Branch Hours: Monday - Thursday 8:30am - 4:30pm and Friday 8:30am - 5:30pm.
Sign on bonus of $1500
Minimum Requirements:
Possess a High School Diploma (or equivalent).
Prior customer service experience.
Experience handling cash, as well as personal information.
Possess basic computer skills.
Pass a thorough background and credit check.
Finance Factors is proud to be an Equal Opportunity Employer.
$32k-44k yearly est. Auto-Apply 60d+ ago
Records Management Lead
Bank of Hawaii 4.7
Urban Honolulu, HI job
Under the direction of the Manager, this position coordinates workflow activities of the unit to ensure services are delivered reliably, professionally, and that services meet the quality expectations of our customers in support of department and division activities.
Education: High school diploma or GED with post-high school education from an accredited institution or equivalent work experience.
Experience: Minimum 7 years of relevant work experience.
Technical Skills: Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, PowerPoint, Excel, and Word) or similar software. Knowledge of or ability to use Bank software and systems. Ability to independently operate required equipment after initial training period.
Other Job Qualifications: Demonstrated verbal and written communication and active listening skills. Must be detail oriented, organized, able to meet deadlines and handle multiple changing priorities. Projects positive, professional presence, and promotes teamwork. Effective and efficient team player with excellent interpersonal skills. Able to work independently with minimal supervision. May require lifting documents up to 30 lbs. Must be able to work evenings, weekends and holidays, as necessary 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 ****************************
Coordinates activities of the work unit to achieve established goals and objectives, including: monitors, tracks, and reports workflow and unit's performance; provides systems support for technical functions as required; serves as first level support and liaison for the contracted vendor records program. Handles the annual destruction of off-site storage records for the enterprise and the routine in-house document destruction. Responsible for fiscal oversite including timely processing of invoices, purchase requests, and tracking purchase order balances. Prepares and uploads monthly general ledger vendor invoices to meet month-end deadlines.
Assists the manager by overseeing staff performance, provides input on progress reviews and performance goals; serves as department timekeeper; tracking absences, vacations, and various time off. Produces necessary reports and assists manager in overseeing staff compliance to Code of Ethics and all other policies of the bank, division, and department. Serves as Reg-U Administrator and Primary Business Recovery Leader for the department. Responsible for the timely and effective management of necessary Human Resources forms and documents for department staff.
Serves as primary vendor contact for the department maintaining the vendor contracts, invoices, agreements, and other related documents. Responsible for ordering office and equipment supplies and arranging for any maintanence servicing. Assists in bi-annual internal audit exams including responses to audit observations or findings and required post audit activities.
Responsible for communicating with other business units, internal customers, technical support staff, and service representatives to ensure uninterrupted workflow. Learns, trains, operates and services computer equipment such as scanning equipment and system printers. Performs duties of team members in the event staffing levels are insufficient to meet production deadlines.
Performs all other miscellaneous responsibilities and duties as assigned.
$115k-138k yearly est. Auto-Apply 60d+ ago
Real Estate Portfolio Manager
Bank of Hawaii Corp 4.7
Urban Honolulu, HI job
Under the direction of the Department Manager or Team Leader, this position manages a complex portfolio of real estate assets in trust on behalf of owners and beneficiaries, that requires the skills of lease negotiation and management, sales, exchanges, capital improvements and repairs, day-to-day management including rent collection, expense payment, budgeting, and oversight of outside agents, contractors, and other service providers.
In addition, this position is responsible for demonstrating the Excellence in Sales/Service (ESS) philosophy by participating in and practicing ESS disciplines and behaviors.
$78k-97k yearly est. Auto-Apply 5d ago
Commercial Lines Manager
Finance Factors Ltd. 3.7
Finance Factors Ltd. job in Urban Honolulu, HI
Management
• Establish and help to achieve annual Commercial Production goals
• Looks for opportunities to grow a business, through partnerships or new initiatives, and works to take
advantage of those opportunities.
• Analyze sales and other reports that give insight into how production goals can be adjusted to achieve
production goals and improve performance.
• Works with Carrier partners to maintain and build relationships, establish annual production goals,
schedule periodic carrier meetings, and maintain carrier appointments.
• Works efficiently and calmly on tight deadlines or as other stress factors arise,
• Assists President and works as a member of a cohesive team.
• Accepts extra duties as situations arise.
Department
• Manages daily company operations and resolve issues,
• Coaches and conduct training for agents and employees on best practices for managing accounts,
workflow and handling daily issues and tasks.
• Coach and train department on policy risks analysis and making recommendations based on a thorough
analysis of all factors involved in a business situation,
• Manage House accounts by conducting annual risk analysis, make recommendations for additional
coverage, market and solidify coverage after presenting proposal to Finance Enterprise Audit
Committee,
• Examine company rules to make sure they stay relevant and makes recommendations and implement
necessary change.
• Establish individual performance goals, track performance over time and completes annual
Performance based on results.
Agent Services:
• Oversee that agent services are being performed by Account Managers and Assistant Account
Managers with accuracy and within standard turn around period.
o Pre-underwrite new and renewal risks. Prepare quotation as needed, prepare, and submit
applications to carriers and/or complete quote and bind process using carrier's online process.
Update Agency Management system accordingly.
o Pre-underwrite endorsements prior to processing to insurance carriers and/or endorse changes
using carrier online systems. Update Agency Management system accordingly.
o Work with carrier to seek approval to reinstate risks.
o Issues proof of insurance and vehicle identification cards accordingly.
o Respond to carrier underwriting requests.
o Provide customer service to policyholders in the absence of the agent.
o Perform other duties as assigned.
$76k-89k yearly est. Auto-Apply 60d+ ago
Program Manager Data Governance
Bank of Hawaii 4.7
Urban Honolulu, HI job
As an Individual Contributor, this role is responsible for the design, implementation, and continuous improvement of the enterprise-wide data governance program. It supports the strategy and drives execution of data governance initiatives, ensuring alignment with organizational goals, regulatory requirements, and industry best practices. This role partners with executive leadership, business units, and technology teams to foster a culture of data stewardship, risk management, and innovation.
Bachelor's degree in information management, business, finance, or related field; advanced degree or certifications (e.g., CDMP, CIPP, CISA, PMP) preferred.
Minimum 7 years of experience in data governance, data management, or compliance, with at least 3 years in a program or project management role within the financial services industry.
Demonstrated experience leading enterprise-wide data governance programs and cross-functional teams.
Strong understanding of banking regulations, data privacy laws, and risk management frameworks.
Expertise with data visualization and reporting tools (e.g., Power BI, Tableau, Looker).
Deep knowledge of data architecture, analytics, and regulatory environments.
Exceptional communication, leadership, and stakeholder management skills, with the ability to influence at all levels of the organization.
Experience managing budgets, resources, and vendor relationships.
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 ****************************
Program Strategy: Develops and executes the enterprise Data Governance program roadmap. Sets strategic direction, priorities, and success metrics for data governance initiatives. Champions data governance across all business units.
Policy & Standards Oversight: Implements and refines data governance policies, standards, and procedures. Ensures alignment with regulatory requirements (e.g., GLBA, FFIEC, GDPR/CCPA) and organizational objectives.
Data Quality & Risk Management: Directs enterprise-wide data quality management, including validation, monitoring, and remediation processes. Leads risk assessments, supports audits, and oversees resolution of data-related issues.
Metadata & Information Architecture: Leads and implements the development and maintenance of comprehensive data catalogs, classification schemas, and metadata management frameworks.
Program Reporting & Analytics: Designs and delivers dashboards and reports that provide visibility into data governance performance, compliance, and risk. Ensures reporting is actionable and supports strategic decision-making.
Stakeholder Engagement & Communication: Serves as the primary liaison to data owners, stewards, and custodians. Communicates program's progress, risks, and opportunities. Facilitates cross-functional collaboration to ensure consistent data practices and accountability.
Training, Change Management & Culture Building: Leads training, awareness campaigns, and change management initiatives to promote a culture of data responsibility and stewardship.
Technology Enablement & Innovation: Partners with IT and business leaders to evaluate, select, and implement data governance tools and platforms. Drives adoption of innovative solutions to enhance data governance capabilities.
Performs other responsibilities and duties as assigned.
Under the direction of the Commercial Banking Center Manager, the Primary Relationship Officer (“PRO”) is the primary contact between the bank and assigned commercial clients. He/she is responsible for all aspects of the client relationship, and as needs dictate, involves other bank officers and specialists to ensure that the client's credit and non-credit needs are met in a timely and profitable manner. The PRO negotiates credit in types, amount, and structure that is appropriate to the company's borrowing needs, and financial capacity. The PRO identifies and monitors risks and actively manages the credit aspects of the relationship with support from the Commercial Credit Group. 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.
Bachelor's degree preferably in business or related area from an accredited institution, or equivalent work experience.
Commercial lending experience, preferred (see attached for years needed):
Commercial credit experience as an Underwriter;
Loan work out training and/or experience helpful;
Relevant product and service knowledge; and
Sales or marketing experience with corporate/business relationship management experience.
Must have a thorough understanding of all aspects for financial statements and their analysis including cash flow lending.
Demonstrated proficiency with personal computer and Microsoft applications (Outlook, Word, Excel, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems.
Well-developed analytical and problem solving skills. Excellent writing, speaking, and presentation skills. Must have the ability to express complex ideas in concise and simple terms. Possesses appropriate understanding of financial statements and their analysis, including cash flow lending. Able to make critical decisions independently. Possesses strong networking and business development skills. Has solid product knowledge and business acumen. Able to build strong working relationships and partnerships across the organization with a collaborative and consultative approach. Is a team player. 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 commute as required. Travels by air as required.
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 ****************************
Markets appropriate and profitable credit and non-credit products and services to existing and prospective bank clients; maintains ongoing dialogue with company management concerning the company's strategy, position and prospects; builds relationships with existing referral sources and cultivates new referral sources both internally and externally. Develops and executes a client relationship strategy plan to achieve win/win solutions for bank and client. Regularly assesses and evaluates company management, its business operations and industry Management, Industry, Business and Evaluation (“MIBE”) and completes / updates the Client Information Sheet. Negotiates and provides needs-based solutions of credit and non-credit products & services to existing & prospective clients.
Regularly calls on clients and records in written memorandum to the credit file the results of the call. Provides the Commercial Credit Group with current and forward looking information to facilitate the completion of the Credit Write-up, quarterly Asset Quality Report, and annual reviews for stand-alone term loans or multi-year facilities.
Prepares formal written request for credit assistance in a timely manner in order to renew, cancel or restructure credit facilities. Prepares and updates the Client Information Sheet as needed. Prepares Risk Adjusted Return On Capital (RAROC) worksheet as needed. The PRO works in concert with the Commercial Credit Group as to type, amount, term & structure of credit that is appropriate to the client's borrowing needs and financial capacity.
Ensures that Borrower and Transaction Risk Ratings are accurate at all times, and promptly changes risk rating to reflect changed conditions; responsible for ensuring that the system of records accurately reflects current risk ratings.
Facilitates the credit documentation and booking process with Bankoh Loan Center by negotiating documents with the client and obtains client signatures.
Performs all other miscellaneous responsibilities and duties as assigned.
$76k-91k yearly est. Auto-Apply 60d+ ago
Accounting Specialist - Accounts Payable
Finance Factors Ltd. 3.7
Finance Factors Ltd. job in Urban Honolulu, HI
Responsibilities include performing traditional accounting functions, such as the preparation and posting of journal entries. The position also involves handling accounts payable tasks, including processing invoices, expense reports, and credit card charges. Additionally, this role provides support to other accounting staff as needed.
Minimum 2 years of work experience in Accounting
Business college degree with emphasis in Accounting preferred
Proficient in using Microsoft Excel and Word
Must be able to meet deadlines and work under pressure
Must be able to communicate effectively verbally and in writing
Must be able to work independently
Respond to requests promptly and work with a sense of urgency
Reviews and processes accounts payable including vendor invoices, expense reimbursements, and credit card charges.
Processes payments to vendors.
Prepares recurring and adjusting journal entries.
Prepares various accounting reports and schedules, including supporting detail schedules for General Ledger.
Calculates and files monthly and annual GE Tax filings.
Maintains all fixed asset records including depreciation calculations and entries.
Tracks prepaids and accrued expenses and prepares and enters related journal entries.
Provides operational data to management and auditors.
Serves as Administrator for all FFL corporate credit card holders, to include processing of statements and maintaining the cash back reward program
Monitors emails for invoices and questions.
Works with other departments for approvals and support as needed.
Assists in updating and maintaining standard operating procedures.
Assist with compiling documentation for auditor requests.
Compiles 1099 forms for year-end tax reporting.
Assists with special projects.
Performs all other tasks, as assigned
This position is performed primarily in an office environment and requires prolonged periods of sitting at a desk and working on a computer. The role involves repetitive hand and finger movements, including typing and using a mouse, as well as extended screen time. The workspace is typically climate-controlled with standard office lighting and noise levels. Occasional walking, standing, or light lifting (up to 15 pounds) may be required.
$30k-35k yearly est. Auto-Apply 60d+ ago
Manager Home Equity Processing
Bank of Hawaii Corp 4.7
Urban Honolulu, HI job
As a People Manager, this role leads a team responsible for processing Home Equity Credit Products across Hawaii and Guam. The role focuses on operational leadership, process optimization, and contributing to strategic initiatives that improve service delivery and compliance.
$73k-87k yearly est. Auto-Apply 60d+ ago
Consultant Audit
Bank of Hawaii Corp 4.7
Urban Honolulu, HI job
As an Individual Contributor, this role is responsible for planning, directing, organizing, and executing audits of Bank of Hawaii Corporation. The position ensures compliance with internal policies, regulatory requirements, and industry standards while identifying opportunities to strengthen internal controls and improve operational efficiency.
$52k-61k yearly est. Auto-Apply 36d ago
Universal Banker (Pearl City Branch)
Bank of Hawaii 4.7
Pearl City, HI job
Under the supervision of the Manager, creates and delivers exceptional customer experiences by engaging clients with exceptional customer service while ensuring that engaged clients understand how digital and mobile alternatives can complete their banking transactions quickly and efficiently. Introduces and sells customers financial services to meet their short-and-long term needs, as identified by profiling and through knowledge of products and services. Processes all types of financial transactions for clients, balances own cash and assists with vault, ATM cash recycler and armored car duties.
Responsibilities
Manages overall branch client experience. Proactively engages existing and prospective clients to understand and interact with 21st century banking advancements by demonstrating transactions using technology, creating an interest and handling objections. Actively manages the branch lobby by greeting and thanking customers, checks in clients that have appointments, and assists walk in customers to ensure they are guided to the proper banker for assistance. This includes, but not limited to: providing exceptional customer service, managing flow of activity throughout the branch, assessing and fulfilling client needs, handling and resolving complaints and concerns generated from customers, and escalating unfulfilled client concerns to the appropriate branch or department.
Maintains and sells financial services to clientele by addressing both long-term and short-term goals through profiling. Identifies customer needs, maintains extensive knowledge of products and services, cross-sells, opens new accounts, calls on prospects and performs teleconsulting.
Actively sells financial products and services including referrals as appropriate. Interviews, processes applications, and closes for all consumer credit products. Provides high level of quality service to customers. Processes a wide range of financial transactions to include but not limited to: cashing checks, accepting deposits, paying withdrawals, accepting payments, issuing cashier's checks and selling traveler's checks, etc. Balances individual cash. Opens and closes the vault. Performs duties as needed of Automated Teller Machine (ATM), Vault, Cash recycler and armored car transactions. Trains new employees on operational procedures.
Identifies and secures new high and/or potentially high value consumer clients. Responsible for managing calling efforts, referrals, sales tracking and prospecting to achieve personal sales goals and contribute to the overall team goals. Trains new employees on sales procedures. Maintains close contact with customers and prospects, makes appreciation calls and is actively involved in the promotion and marketing of the Bank and its products and services.
Responsible for keeping informed of current bank policies, procedures, federal laws and regulations as well as maintains strong knowledge of all new products, programs and sales promotions.
Performs other duties as assigned.
Relief staff are assigned to one or more branches on a short-or-long term basis.
Qualifications
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.
High School Diploma or G.E.D, or equivalent related work experience.
2+ years of experience in consumer sales, marketing and customer service. Demonstrated success in retail environment. 2+ years of teller experience. Demonstrates ability and desire to advance skills in various areas of personal finance including investments, insurance, mortgage, etc.
Working knowledge and skills proficiency in Customer Experience, Laws & Regulations, Technology Literacy, Communication, Accuracy & Efficiency, and Relationship Building. Demonstrated knowledge and skill proficiency in Product/ Service Knowledge, Agility, Risk Management, Problem Solving, Consultative Solutions, and Results Driven.
Must be able to work evenings, weekends and holidays as assigned. Must be able to develop strong working relationships with all employees at various levels. Must be required to stand for extensive periods of time. Must be able to provide own transportation and ability to commute and arrive at intended destination in a timely manner and/or as required. Must be able to push/lift 30 lbs.
Relief staff must be able to work at different locations.
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 ****************************
$36k-41k yearly est. Auto-Apply 60d+ ago
Enterprise Risk Testing Officer
Bank of Hawaii 4.7
Urban Honolulu, HI job
Under the direction of the Manager, this position plans and performs independent testing of the Bank's system of internal controls, proposes revisions to update and strengthens controls and control descriptions, and makes recommendations to enhance business unit processes.
Bachelor's degree from an accredited educational institution or equivalent work experience.
Level I: Minimum 3 years of work experience in banking, audit, regulatory compliance or risk. Process improvement and/or project management experience.
Level II: Minimum 5 years of work experience in banking, audit, regulatory compliance or risk. Process improvement and/or project management experience
Level III: Minimum 7 years of work experience in banking, audit, regulatory compliance and/or risk management. Process improvement and/or project management experience. Familiarity with monitoring, testing, and risk assessment
Demonstrated proficiency and expertise 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 systems and software. Knowledge of current accounting principles and practices, including internal control concepts.
Demonstrated interpersonal, presentation, written and oral communication skills. Able to engage with all levels of the organization. Strong attention to detail and analytical skills. Self-starter, able to prioritize work to achieve the required objective in a timely manner. Able to identify and define problems; conduct research and analyze information and various situations relating to data management issues. Must be able to recommend and discuss solutions / alternatives to complex compliance issues clearly and concisely with any level of staff. Able to work flexible hours including holidays, weekends and evenings 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 ****************************
Supports the Bank's Risk Culture: Supports a robust enterprise risk management culture, through demonstration of knowledge and experience, skillful and effective communication, and development of strong internal relationships.
Knowledge and Expertise: Has and maintains an understanding of all consumer compliance laws and regulations that affect the Bank's operations and keep abreast of any regulatory changes. Also has and maintain knowledge of the Bank's products and services, and policies, procedures, and processes.
Performs Enterprise Risk Testing (ERT) Reviews: Conducts testing of the controls to validate their effectiveness, and to confirm that the Bank has designed and implemented sound operational practices to manage its risks. Applies judgement to select the appropriate testing technique(s), sampling methodology, and sample size. Evaluates test results against established tolerance levels and thresholds to determine the effectiveness of the internal controls.
Drives Continuous Improvement: Proposes revisions to update and strengthen controls and control descriptions, makes recommendations to enhance business unit processes, and drives continuous improvement in the Bank's control framework. Identifies and documents issues and proposes or evaluates corrective action plans.
Prepares Reports and Workpapers: For each reviewed area, prepares reports that clearly identify the scope, findings, any necessary corrective action to be taken by management, and an overall rating or opinion. Ensures that the test results are clearly documented and supported, and that workpapers are written and organized such that a third party can use the documentation to complete the same test and reach the same conclusions.
Plans and organizes work, manages multiple tasks, sets objectives/goals, and reprioritizes as needed.
Performs all other miscellaneous responsibilities and duties as assigned.
$96k-114k yearly est. Auto-Apply 17d ago
Transaction Svcs GL Recon Specialist
American Savings Bank 4.5
Urban Honolulu, HI job
Primary Purpose of Job
Responsible for ensuring all high priority control, general ledger and internal demand deposit accounts are reconciled daily. Reconciles items identified to minimize financial exposure and to provide accurate financial reporting for the bank.
Major Job Accountabilities
Performs general ledger reconciliations and prepares reports on all high priority control general ledger and internal demand deposit accounts daily.
Ensures reconciling items are identified in a timely and efficient manner to minimize potential high risk to the bank.
Prepares and submits, if any, adjusting general ledger entries for posting.
Notifies and follows-up with branches/departments to ensure that reconciling items are resolved in a timely manner. Identifies any issues, incidents, and/or discrepancies that may require escalation.
Ensures that procedures are regularly reviewed and up to date.
Actively reviews the processes of the GL Reconciliation team and provide/execute improvement ideas.
Participates in special projects and 3rd party service provider upgrades on behalf of the team.
Experience Required
Minimum two (2) years of General ledger reconciliation experience or bank operations experience.
Required Skills or Training
Able to prioritize and manage multiple tasks and deadlines simultaneously and accurately in a fast-paced work environment.
Good analytical and critical thinking skills, able to independently problem solve and resolve issues, by exercising sound judgment.
Well organized and excellent attention to detail.
Excellent verbal and written communication skills.
A good knowledge of accounting/finance knowledge preferred.
Highly proficient in the use of Microsoft Excel.
Proficient skills in other Microsoft Office Applications (i.e., Word, Outlook) and able to adapt quickly to new technology and tools.
Able to work independently, effectively, and efficiently while providing support to the team and other departments.
Ability to deepen working relationships, and a proven ability to remain flexible and adapt to rapidly changing priorities.
EOE, including disability/veterans
At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling ************ and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!
$34k-42k yearly est. Auto-Apply 53d ago
Senior Analyst Investment Asset Allocation
Bank of Hawaii Corp 4.7
Urban Honolulu, HI job
Under the direction of the Team Leader or Manager, helps to manage high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets.
$79k-96k yearly est. Auto-Apply 60d+ ago
Cash Management Product Manager (I-III)
Bank of Hawaii 4.7
Urban Honolulu, HI job
Under the direction of the Manager, the Cash Management Product Manager III is responsible for actively managing a line of cash management products and services by establishing and ensuring that short and long term plans are successfully met.
Bachelor's degree from an accredited institution with major in business, marketing or related field or equivalent work experience. Requires Certified Treasury Professional (CTP) designation.
Level is dependent on years of experience and size/complexity of prior positions held.
Level I: Minimum 5 years of banking experience with exposure to cash management product/service knowledge or in area meeting requirements of CTP certification or equivalent work experience; or 5 years of product management, cash management, commercial banking or equivalent work experience. ACH experience desired. Accounting, finance and/or marketing experience preferred
Level II: Minimum 6 years of product management, cash management, commercial banking or equivalent work experience. Accounting, finance and/or marketing experience preferred
Level III: Minimum 6 years of product management experience, cash management, commercial banking or equivalent work experience. Requires significant project management/process management experience. Lead/supervisory/management experience preferred.
Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems.
Strong verbal and written communication skills, including presentation skills. Must have the ability to clearly communicate concepts, business strategies and project plans. Strong analytical skills and organizational skills required. Able to work independently and within teams. Able to handle multiple tasks with sense of urgency to meet deadlines. Must be able to provide own transportation or to operate a vehicle with a valid driver's license, and ability to commute and arrive at intended destination in a timely manner and/or as required. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Requires occasional inter-island travel and may include periodic out-of-state travel.
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 product portfolio. Drafts, implements and is responsible for tracking progress against annual product plan including sales forecasts, marketing and sales aids, and profit drivers. Coordinates the production and dissemination of monthly product updates and tracks sales and management reports. Oversees initiatives to streamline processes and reduce associated product costs.
Develops new product offerings and strategies as needed to meet client needs while ensuring a favorable competitive position in the market and competitive situations. Maintains market intelligence to keep abreast of current and pending offerings from banks within the Bank of Hawaii market as well as banks in markets outside of Bank of Hawaii's market.
Coordinates vendor management for third party products and outsource vendors. Negotiates contracts, establishes performance standards, and is accountable for ongoing contract administration and expense control.
Develops and implements marketing campaigns and sales programs to support the front line merchandising. Manages the sales efforts. Accompanies sales team on sales calls and presentations as appropriate. Provides in-depth product training to a wide group of constituencies.
Develops and manages collateral and sales aids. Drafts policies and procedures and oversees the maintenance of up-to-date material from all sources.
Provides system support with direct oversight over systems upgrades and conversions or enhancements. Validates the integrity of system changes and communicates with end-users.
Performs all other miscellaneous responsibilities and duties as assigned.
$104k-121k yearly est. Auto-Apply 60d ago
Assistant Account Manager II
Finance Factors Ltd. 3.7
Finance Factors Ltd. job in Urban Honolulu, HI
Primary Purpose:
We are seeking an organized and detail-oriented Insurance Account Assistant to join our team. This position supports the Account Manager in handling customer and agent interactions, processing mail, endorsements, invoices, proof of insurance, policy interface, and transferred policies from the companies. The role involves screening customer requests and directing them to the appropriate parties. The Insurance Account Assistant also provides limited customer service and is authorized to manage policy change requests.
Minimum Requirements:
Producer's license in Property and Casualty
Customer Service Experience
Three years of experience in Property and Casualty insurance
Experience with Agency Management System (AMS) required
Excellent communication, organizational, and time management skills
Ability to handle large volumes of work in a timely manner
Capability to manage multiple tasks simultaneously
High-speed, quality, and accurate task performance
Personal computer experience
High school diploma or equivalent preferred
Essential Functions:
Provide Customer Service and manage policy change requests as assigned
Stay informed and updated on carrier underwriting guidelines and statutory requirements
Acquire Continuing Education requirements to maintain Producer License
Input customer information and policy details into AMS for new business transferred from new agents
Review endorsements and input information into the AMS system
Verify refund checks, send to customers, and document in AMS
Process payments to insurance companies and document in AMS
Process claim reports to insurance companies and document in AMS
Invoice Agency Billed policies in AMS
Confirm policy and payment status through carriers and/or carrier portal systems
Issue ID cards and certificates as requested and document in AMS
Input cancellation information into AMS
Resolve discrepancies from the accounting department on direct bills monthly
Attach policies or endorsements to client files in AMS
Process incoming and outgoing mail
Provide relief for the receptionist as requested
$33k-39k yearly est. Auto-Apply 60d+ ago
Client Service Officer
Bank of Hawaii Corp 4.7
Urban Honolulu, HI job
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.
$35k-40k yearly est. Auto-Apply 60d+ ago
Financial Advisor (All Islands)
Bank of Hawaii 4.7
Urban Honolulu, HI job
Under the direction of the Manager, this position provides clients with various investment related guidance, support, and services. Assists with all of the business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited Anti-Money Laundering laws and regulations, including regulatory and internal compliance policies and procedures related to the investment adviser business activities under the Investment Advisers Act of 1940 and related securities laws and regulations, Fair Banking, Bank Secrecy Act and USA PATRIOT Act. In addition, this position is responsible for conducting sales and relationship management activities in accord with Bank of Hawaii (BOH) and the firm's guidelines, policies, procedures, disciplines and behaviors.
Applications submitted will be added to a pool of candidates that will be considered for current or future opportunities.
MINIMUM QUALIFICATIONS:
1. Education: Bachelor's degree from accredited institution or equivalent work experience. Possesses Financial Industry Regulatory Authority (FINRA) registration Series 7, Series 63, and Series 65 or 66 licenses and State of Hawaii Department of Insurance Life, Accident and Health license. (Bachelor's degree is required for Certified Financial Planner (CFP) certification.)
2. Experience:
Level I: Minimum two years of experience in a brokerage and/or advisory firm to include customer service and sales experience; or equivalent work experience. Avg. historic production level of $200,000 - $500,000. Expert understanding of investment securities and the financial markets. Knowledge of life insurance products, strategies, and financial planning preferred. CFP certification preferred.
Level II: Minimum five years of experience in a brokerage and/or advisory firm to include relationship management and direct sales experience or equivalent work experience. Avg. historic production level of $400,000 - $700,000. Expert understanding of investment securities and financial markets. Extremely knowledgeable of life insurance products, strategies and financial planning. CFP certification preferred.
Level III: Minimum seven years of experience in a brokerage and/or advisory firm to include relationship management and direct sales experience or equivalent work experience. Avg. historic production level of $600,000 - $1,000,000. Expert understanding of investment securities and financial markets. Extremely knowledgeable of life insurance products, strategies and financial planning. CFP certification strongly preferred.
3. Technical Skills: 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.
4. Other Job Qualifications: Well-developed analytical and problem solving skills. Excellent written, verbal, and presentation skills. Must have the ability to express complex ideas in concise and simple terms. Able to make critical decisions independently. Possesses strong networking and business development skills. Has solid investment knowledge and business acumen. Able to build strong working relationships and partnerships across the organization with a collaborative and consultative approach. Able to work independently as well as function as part of a team. Well organized with the ability to manage time effectively while managing 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 commute as required.
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 ****************************
Identifies, develops, and maintains investment relationships with clients. Formulates investment solutions and strategies using firm-approved products and services. Delivers recommendations on suitability in a fiduciary capacity based on the client's individual goals and objectives, resources, time horizon, risk profile and preferences. Using required State of Hawaii Insurance and Financial Industry Regulatory Authority (FINRA) Series 7, 66 and/or 65/63 (or CFP in lieu of S65) licenses, solicits and services mutual funds, insurance contracts, and advisory services/managed account portfolio solutions (MAPS). Ensures that appropriate market transactions are executed promptly. Complies with all industry rules and regulations, department policies and procedures, and Bank policies and codes of conduct.
Actively solicits clients via telephone, networking, referrals, etc. Travels independently in the community and market area for client servicing, prospecting and networking. Refers clients to subject matter experts in the organization for advice and potential cross sell opportunities. Leverages support units or alternative delivery channels to match the servicing needs of the client. Utilizes the Blue360 client relationship management system to track referrals and activities in an accurate and timely manner.
Researches and stays abreast of current market trends, product changes, tax and other regulatory changes to ensure appropriate investment strategies are being considered and deployed. Regularly attends scheduled advisor training events and completes all continuing education assignments.
Performs all other miscellaneous responsibilities and duties as assigned.
This position requires use of a personal computer and other standard office equipment (typewriter, fax, copier, calculator, telephone)