Senior Specialist (Personal Trust)

Company: Central Pacific Bank
Location: Honolulu
Posted on: September 13, 2020

Job Description:

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Senior Specialist (Personal Trust) Full-time ICP Employees CENTRAL PACIFIC PLAZA 20, Honolulu, HI, US

30+ days ago Requisition ID: 2322

Position Function: Assist Personal Trust Officers with the administration of IRA, agency, trust, probate and guardianship accounts. Ability/experience to fulfill routine account administration needs in the Trust Officer's absence. 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.

Minimum Qualifications:

Education:

· High School Diploma or GED

Experience:

· 4+ Years’ experience as an assistant to a trust officer, estate planning attorney or financial planner, or in the sales of financial or trust products.

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.

Keywords: Central Pacific Bank, Honolulu , Senior Specialist (Personal Trust), Other , Honolulu, Hawaii