Universal Banker (Personal Banker)
Not Disclosed•Full-TimeOn-site
location_onHeeia Street, Crown Terrace, Heeia, Honolulu County, Hawaii, 96744, United States
About the Role
Universal Bankers serve as the cornerstone of our branch operations, seamlessly blending sales, servicing, and operational excellence. Available at multiple levels (UB I and UB II) to accommodate varying experience, this role is designed for individuals who thrive in a dynamic environment where building relationships is just as important as executing transactions.
You will be responsible for managing a portfolio of High Value Clients (HVC), identifying their banking needs, and cross-selling products to help them achieve their financial goals. Beyond transactional duties, you will act as a trusted advisor, referring customers to specialists when deeper expertise is required. The role demands a proactive approach to meeting operational, cross-sale, and referral goals while supporting the branch management team in coaching and development activities.
At the heart of this position is our commitment to our Core Values. You will interact with every internal and external customer through a "Voyaging Spirit," ensuring every action is driven by a "Positively Ohana" mindset. This means demonstrating empowerment, ownership, and thoroughness in every interaction, from active listening to delivering effective solutions.
Hiring Process
Candidates will be evaluated based on their demonstrated success in sales, customer service, and branch operations. Specific certification requirements, such as completion of teller and new account certification within six months of hire (for UB I) or NMLS registration for Mortgage Loan Originator duties, will be addressed during the onboarding phase.
Equal Opportunity
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. We welcome applicants from all backgrounds to join our diverse team.
Work location
Work model: On-site
Heeia Street, Crown Terrace, Heeia, Honolulu County, Hawaii, 96744, United States
Heeia, Hawaii
Key Responsibilities
- check_circleManage a portfolio of High Value Clients to build and retain customer relationships
- check_circleOpen consumer and business deposit and loan products including personal lines of credit
- check_circleAnalyze tax returns and financial statements to profile customer needs
- check_circleCross-sell bank products and refer customers to specialist business partners
- check_circleProcess various transactions including deposits, withdrawals, cash advances, and foreign currency exchange
- check_circleParticipate in branch campaigns and support ongoing coaching and development activities
- check_circleManage risk and take prompt action regarding loss or irregularities in transaction documents
- check_circleAchieve assigned operational, cross-sale, and referral goals including revenue and risk targets
Requirements
- verifiedHigh School Diploma or equivalent for UB I
- verifiedBachelor's Degree from accredited university for UB II (experience may substitute)
- verified1+ year sales and customer service experience for UB I
- verified1+ year branch operations or teller certification for UB I
- verified2+ years branch/bank operations and retail financial sales for UB II
- verified1+ year experience explaining credit products and closing loan applications for UB II
- verifiedNMLS registration required for Mortgage Loan Originator duties
- verifiedNotary Public commission preferred
Nice to Have
Notary Public commission
Similar Job Opportunities
Skills, education and keywords
Skills: NMLS, Notary Public.
Education: High School Diploma or equivalent required for UB I; Bachelor's Degree required for UB II, but experience may substitute.
Frequently asked questions about Universal Banker (Personal Banker) at Central Pacific Bank
What does a Universal Banker (Personal Banker) at Central Pacific Bank do?expand_more
In this Universal Banker (Personal Banker) at Central Pacific Bank role, you will manage a portfolio of high value clients to build and retain customer relationships; open consumer and business deposit and loan products including personal lines of credit; analyze tax returns and financial statements to profile customer needs; and cross-sell bank products and refer customers to specialist business partners.
What are the requirements for this Universal Banker (Personal Banker) role?expand_more
To qualify for the Universal Banker (Personal Banker) at Central Pacific Bank position, applicants should have: High School Diploma or equivalent for UB I; Bachelor's Degree from accredited university for UB II (experience may substitute); 1+ year sales and customer service experience for UB I; 1+ year branch operations or teller certification for UB I; 2+ years branch/bank operations and retail financial sales for UB II; and 1+ year experience explaining credit products and closing loan applications for UB II.
Where is the Universal Banker (Personal Banker) role at Central Pacific Bank located?expand_more
Universal Banker (Personal Banker) at Central Pacific Bank is based in Heeia Street, Crown Terrace, Heeia, Honolulu County, Hawaii, 96744, United States. This is a on-site role.
Is this Universal Banker (Personal Banker) job remote, hybrid, or on-site?expand_more
Central Pacific Bank has listed this Universal Banker (Personal Banker) role as on-site.
How much experience is required for this Universal Banker (Personal Banker) role?expand_more
Universal Banker (Personal Banker) at Central Pacific Bank typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Universal Banker (Personal Banker) role at Central Pacific Bank?expand_more
Key skills for Universal Banker (Personal Banker) at Central Pacific Bank include NMLS; and Notary Public.
What education is required for Universal Banker (Personal Banker) at Central Pacific Bank?expand_more
Educational requirements for this role: High School Diploma or equivalent required for UB I; and Bachelor's Degree required for UB II, but experience may substitute.
What category does the Universal Banker (Personal Banker) role belong to?expand_more
Universal Banker (Personal Banker) at Central Pacific Bank is part of the accounting & finance job category on Recrutus.
About Central Pacific Bank
Central Pacific Bank is a Hawaii-based financial institution operating within the banking industry. Headquartered in Honolulu, the organization was established in 1954 and maintains a network of branch locations across the state. As a member of the FDIC, the bank serves individual and business customers throughout Hawaii with a focus on delivering consistent financial services.
The institution emphasizes a commitment to community engagement and long-term relationships with its clients. Operations are guided by core principles including teamwork, integrity, and exceptional service. These values drive efforts to create value for customers, employees, and shareholders alike.
Central Pacific Bank offers career opportunities for professionals seeking growth within a stable financial environment. Those interested in exploring current openings can review available positions on the company's dedicated careers page.
Browse more roles: All Central Pacific Bank jobs, accounting & finance jobs on Recrutus.