Sales Assistant bei Bank of Hawaii

• Reviews new account applications, forms and opens new accounts, follows up on deficient items, performs account transfers, receives and processes service requests, disbursement requests and provides backup to other Assistants.
• Researches and resolves customer inquiries, meets walk-in customers and prospects, answers telephones, prepares account analysis and performs various servicing items as requested.
• Assists Financial Advisors and customers by providing information and conducting research, answering operational and servicing questions. Places trade orders (if appropriately licensed) for customers and representatives.  Acts as a liaison between customers and representatives with BISI’s clearing firm.
• Performs account record changes, prepares and maintains Financial Advisor correspondence, acts as liaison with various Bank of Hawaii departments. Assists with mail disbursement and prepares Advisor’s expense reports.
• Performs all other miscellaneous responsibilities and duties as assigned.

• High School diploma or G.E.D., Bachelor’s degree from an accredited institution preferred. Optional licenses: FINRA Series 6 & 63, Series 65 or 66, and Life, Accident and Health insurance licenses.
• Minimum 2 to 4 years of administrative and/or customer service experience. Investment or related experience preferred. Previous work in a high-volume clerical environment a plus.
• Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel, Access and PowerPoint) or similar software.
• Demonstrated written and verbal communication skills, customer service orientation and telephone skills. Must be a good listener, who is able to express complex ideas in concise and simple terms. Able to work well independently and as part of a team. Must be analytical, organized and able to function under time constraints with shifting priorities. Must be 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  https://www.boh.com/careers.