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Institutional Services Account Officer

Bank of Hawaii

Oahu, HI
Job Code:
  • Financial Services
  • Sales / Business Development
Bank of Hawaii
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Job Details

Institutional Services Account Officer-1700656

Bank of Hawaii
In 1897, Bank of Hawaii was the first chartered and incorporated bank in the Republic of Hawaii. We’ve been here from territorial days, growing and changing with Hawaii. Today, we are the largest independent bank in Hawaii – a result of knowing our business and community, and always staying ahead of change. At Bank of Hawaii, we think of ourselves as forward thinking pace setters. We are constantly finding creative ways to deliver leading edge financial products and services to our customers.  Now more than ever, we’re focused on the needs of our customers and providing solutions they need.


It’s our sales team who helps us succeed in providing solutions to retail customers, as well as large and small businesses in Hawaii.  As a member of the Bank of Hawaii community, you will be among the very best in your profession in an environment that places a high value on integrity, innovation and teamwork.  People who are agile, savvy, forward-thinking and entrepreneurial can learn and grow with us.

Does this sound like you?
Do you enjoy learning?  Do you thrive in an environment that leverages your abilities as a relationship-builder, good listener, and problem-solver?  Are you a self-starter, comfortable with the complexities that come with offering banking solutions?  If you love challenges, relish complexity, and are solutions-oriented, consider applying your unique talents with a Hawaii banking leader – Bank of Hawaii.  You will work with internal partners and external clients to ensure the right products and services are offered at the right time. Welcome to your tomorrow!


A day in your life as an Institutional Services Account Officer
Under the direction of the Institutional Services Team Leader, this position is chiefly responsible for administration of Institutional, accounts, overseeing support staff activities, new business development, and complying with policies developed to carry out corporate policies and objectives.   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 Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.  In addition, this position is responsible for demonstrating the Excellence in Sales/Service (ESS) philosophy by participating in and practicing ESS disciplines and behaviors including the use of Blue360.


We’ll give you these important responsibilities…

  • Manages accounts per policy and governing documents.  Responds to all client financial needs which may include more complex situations.  Identifies potential challenges and implements solutions.  Responsible for the day-to-day account administration activities, including account set-ups, deposits and withdrawals of assets, and investment needs through available support staff.  Works to facilitate the timely review of accounts.
  • Supports sales and referral goals set by the Manager.  Develops an individual sales support plan and provides regular updates.  Independently calls on clients and prospects to identify customer needs, consulting clients on services and establishes, maintains and expands relationships and breadth of services used by clients.  Develops new business opportunities and maintains existing relationships by cross selling and ensuring application of all services appropriate to client needs.
  • Coordinates support division functions to ensure accurate and timely account activities, including accurate charging of fees.  Must coordinate compliance activities for all client accounts.  Responsible for implementing Bank policies and procedures in administration of accounts.
  • Maintains and develops relationship management and technical skills and knowledge through training and other developmental activities. Performs presentations in front of client groups and in one-on-one client meetings. 
  • Performs all other miscellaneous responsibilities and duties as assigned.


…if you come to us with these qualifications…


  • Bachelor’s degree from an accredited institution or equivalent work experience. 
  • Major in business or related area preferred. 


Duties and Experience:

  • Assigned a portfolio of clients with the smallest and least complex IS business
  • Performs assigned job functions under close supervision of  IS Team Leader
  • Client calls are nearly always joint with IS Team Leader or Relationship Managers
  • Minimum 3 years of financial services relationship management or service/support of relationship management experience or equivalent work experience required.


Technical Experience: 

  • Demonstrated 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.


Other Job Qualifications: 

  • Excellent communication skills to include excellent writing, speaking, and presentation skills. 
  • Must possess excellent networking and business development skills.
  • Should have interpersonal skills sufficient to build strong working relationships and partnerships across the organization. 
  • Able to work with all levels of employees, management, as well as business owners and executives. 
  • Should be an active listener and team player who projects a positive, professional image and promotes team effort.
  • Able to handle important accounts and express complex ideas in concise and simple terms.
  • Must be analytical, detail oriented, organized, and independent. 
  • Able to meet deadlines and handle multiple priorities.
  • Must be able to work flexible hours including weekends and evenings as necessary.
  • Able to provide own transportation or to operate a vehicle with a valid driver’s license, and able to commute and arrive at intended destination as required.
  • Must be able to travel to various locations and by air as necessary.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of any legally protected classification including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.  Bank of Hawaii takes affirmative action in support of its policy to advance in employment legally recognized individuals including minorities, women, protected veterans and individuals with disabilities.

Job Function Banking Sales/Services
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Aug 16, 2017, 4:21:44 PM
Unposting Date Ongoing
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