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Position Function:
The Account Representative performs servicing and operational functions on behalf of the International Banking Officers. The Account Representative can effectively identify and resolve the customer's banking needs to ultimately expand share of wallet by providing a high level of customer engagement including, but not limited to deposit and loan growth and cross functional wealth management referrals. The ideal candidate is able to migrate customers to HVC level accounts ($250k+).
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:
- Position performs fundamental operational tasks such as: account openings, handling all types of consumer and business deposit products, new or renewal of CDs, issues cashiers' checks, issue debit cards, prepare account opening related forms, prepare customer's request forms, prepare SBLC renewal, and performs other banking related functions. Above functions includes supporting of the International Banking Officer.
- Required to periodically provide same service to Japanese customers as branch personal bankers.
- In addition, manages and assists in the administrative duties and tasks for the group.
- Perform office administrator task.
- Ensure daily operational efficiency in compliance with regulations and CPB policies and procedures.
- Team Player: Assist team members in management and achievement of goals, portfolio and accountabilities. Act as a back up to all operational tasks for International Banking Officers.
Minimum Qualifications:
Education:
International Corporate Banking Account Representative I and II:
- High School Diploma or GED equivalency required.
Experience:
International Corporate Banking Account Representative I:
- 2+ years of experience in customer service or related required.
- Banking experience preferred.
International Corporate Banking Account Representative II:
- 3+ years of experience in customer service or related required.
- Banking experience preferred.
Functional Skills:
- Proficiency in Japanese language required; ability to read, write, and communicate in a business setting.
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.
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