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Specialist I, II, or III (Private Banking)

Company: Central Pacific Bank
Location: Honolulu
Posted on: June 13, 2021

Job Description:

Position Function: Assists the assigned Wealth Management Team in managing and growing a portfolio of high valued clients in loan and deposit accounts/relationships that meet with established lending and operational policies and provides maximum profitability to the Bank with a minimum of risk. Assist in maintaining all client information. Serves as a liaison throughout the bank facilitating the deliver of financial products and services and cross marketing a full range of banking, trust and investment services. Directly provide banking and operational support for clients. This role encompasses initial reception and/or prospecting, information gathering, analyzing, profiling, documenting, closing, follow-up service, and various reporting requirements. Experience with loan documentation, rules and regulations are preferred. This position is client intensive and it requires that the candidate be entirely comfortable in interacting with high value clients of the Bank. Being a self-starter and a team player is a must.

For Senior Specialist - exercise independent judgment in resolving operational issues on behalf of clients and primarily responsible for training lower grade Specialists and cross-training team members.

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.

Competencies:

  • Achieving Results - Decisiveness
  • Achieving Results - Drive for Results
  • Communication & Influencing - Approachability
  • Operating Skills - Priority Setting
  • Operating Skills - Analytical Thinking
  • Strategic Skills - Dealing with Ambiguity
  • Strategic Skills - Business Acumen
  • Strategic Skills - Decision Quality
  • Self-Management - Composure

Minimum Qualifications:

Education: Bachelor's degree in Business Administration or related field, or equivalent work experience required.

Experience Licenses and Certifications:

Specialist I: 1+ years in commercial and retail loan and deposit servicing or underwriting, or equivalent experience.

Specialist II: 2+ years in commercial and retail loan and deposit servicing or underwriting, or equivalent experience.

Specialist III: 3+ years in commercial and retail loan and deposit servicing or underwriting, or equivalent experience.

Licenses and Certifications: Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) is required prior to performing any duties of a Mortgage Loan Originator (MLO).

Physical Demand & 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.

Keywords: Central Pacific Bank, Honolulu , Specialist I, II, or III (Private Banking), Other , Honolulu, Hawaii

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