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Senior Sales Assistant

Bank of Hawaii


Location:
Oahu, HI
Date:
03/23/2017
Job Code:
130905
Categories:
  • Sales / Business Development
Bank of Hawaii
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Job Details


Senior Sales Assistant-1600758
Description

Under the direction of the Manager, this position provides sales, administrative and customer service support to Bankoh Investment Services, Inc. (BISI) Financial Advisors or Financial Consultants and their customers.  If applicable or appropriate, 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 Fair Banking, 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.

 

Responsibilities

  • Reviews new account applications, forms and opens new accounts, follows up on deficient items, performs account transfers, receives and processes service, check and wire requests, provides backup to other Assistants.
  • Researches and resolves customer inquiries/problems, meets walk in customers and prospects, answers telephones, prepares account analysis and performs various servicing items as requested.
  • Assists Financial Advisors or Financial Consultants and customers with news and research, operational and servicing questions, and assists branch personnel in their absence.
  • Places trade orders for customers and representatives, completes trade blotters and other appropriate documentation. 
  • Acts as a liaison between customers and representatives with BISI’s clearing firm.
  • Performs account record changes, prepares and maintains Financial Advisor or Financial Consultant correspondence, acts as liaison between various Bank of Hawaii departments.
  • Assists with mail disbursement and prepares Advisor’s or Consultants’ expense reports.
  • Performs all other miscellaneous responsibilities and duties as assigned.

 


Qualifications

Education: 

  • High School diploma or G.E.D.

 

Experience: 

  • Minimum two years investment or related experience. 
  • Additional clerical experience and customer service experience preferred.

 

Technical Skills: 

  • Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access and PowerPoint) or similar software.

 

Other Job Qualifications: 

  • Demonstrated written and verbal communication skills, customer service orientation and telephone skills. 
  • Types accurately. 
  • Possess FINRA Series 7 & 63, and Life Accident and Health insurance licenses.
  • Optional licenses: Series 65 or 66.

 

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of 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 individuals who are minorities, women, protected veterans, and individuals with disabilities.

 

Job Function Investments
Primary Location Hawaii-Oahu
Schedule Full-time
Job Posting Oct 4, 2016, 10:55:38 AM
Unposting Date Ongoing

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