Bank of Hawaii · 2 hours ago
Client Service Officer
Honolulu, HI
Full-time
Onsite
Mid Level
4+ years expBank of Hawaii is committed to delivering exceptional customer experiences and is seeking a Client Service Officer to manage institutional accounts and support business development. The role involves overseeing account administration, responding to client needs, and ensuring compliance with corporate policies and objectives.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Manages accounts per policy and governing documents. Responds to all client financial needs which may include more complex situations. Anticipates potential challenges or needs and implements appropriate 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 and proactive management of issues Researches and resolves customer problems and initiates corrective action to efficiently ensure complete satisfaction. Follows up as needed to ensure that customer needs are met. May write to both external and internal customers
Supports sales and referral goals set by the IS Manager for the Relationship Managers. 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. Assists in maintaining a scheduled calling program for existing clients to ensure high-quality servicing and identify additional needs to enhance relationships
Coordinates division support functions to ensure accurate and timely account activities, including coordination with CAS-Admin, Trust Operations and Commercial Banking servicing counterparts. Must coordinate compliance activities for all client accounts. Responsible for implementing Bank policies and procedures in administration of accounts
Maintains and develops relationship management, service 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
Qualification
Required
Bachelor's degree from an accredited institution or equivalent work experience
Minimum 4 - 5 years of financial services relationship management or equivalent work experience required
Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software
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
Able to work flexible hours including holidays, weekends and evenings as needed or assigned
Must be 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
Able to travel to various locations and by air as necessary
Preferred
Major in business or related area preferred
Has begun to develop client referral sources, and a client prospect list
Company
Bank of Hawaii
Bank of Hawaii Corporation is a bank holding company that provides a wide range of banking services.
1001-5000 employees
H1B Sponsorship
Bank of Hawaii has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
$162M2024-06-18Post Ipo Equity· $162M
1978-01-13IPO
Leadership Team
James C. Polk
Vice Chair and Chief Banking Officer
Matt Emerson
Vice Chair - Chief Retail Banking Officer
Recent News
2025-11-11
MarketScreener
2025-10-27
Company data provided by crunchbase