Bank of Hawaii→
Cash Management Officer I/II at Bank of Hawaii · 130…
Entry LevelOn-siteFull-time130 Merchant St, Honolulu, HI, 96813$45k–$117k/yr
Skills
treasury managementbankingcustomer contactmicrosoft outlookmicrosoft wordmicrosoft excelmicrosoft accessmicrosoft powerpointcash management systemselectronic banking systemsshort term investmentsbank payment systemssupervisory skillsteam buildingconflict management
Job Description
Summary: Bank of Hawaii is committed to delivering exceptional customer experiences, and they are seeking a Cash Management Officer I/II to develop new business and enhance client relationships. This role involves utilizing a consultative sales process to meet clients' product and service needs, analyzing cash flow, and structuring treasury management solutions.
Responsibilities:
- Formulates client specific marketing strategies for assigned territory. Maintains an effective, active and volume driven calling effort to develop new business with existing and prospective clients. Advises client/prospect on product selection and account structuring. Proactively cross-sells and refers as appropriate all Bank products and services such as Deposit, Merchant, Investment, Insurance, Trust, Private and Personal Banking services
- Prepares and presents professionally written and well-articulated proposals, recommending products and services that would be of value to the client/prospect. Responds to Requests for Proposals, formulating strategy necessary to win bid and achieve targeted risk-adjusted returns on the relationship
- Maintains a scheduled calling program for existing clients to ensure high-quality servicing and identify additional needs to enhance relationships. Makes joint calls with Product Specialists, Relationship Officers, Division, Senior or Executive Management as needed. Maintains documentation of the sales process to insure complete sales coverage of the assigned territory and monitor/report progress in achieving sales and performance goals
- Follows-up with clients and prospects to close sales. Obtains fully executed contracts and documentation and directs implementation with the appropriate Service areas
- Performs all other miscellaneous responsibilities and duties as assigned
Required Qualifications:
- Bachelor's degree from accredited institution, equivalent work experience or Certified Treasury Professional (CTP) designation
- Level I: Minimum 1 - 2 years of directly applicable banking or other treasury management experience including direct customer contact, or equivalent work experience
- Level II: Minimum 3 years of directly applicable banking or other treasury management experience in positions of increasing responsibility, including at least two years of direct customer contact in sales positions or equivalent work experience
- Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access and Power Point) or similar software
- Knowledge of or ability to use Bank software including cash management and electronic banking systems
- Demonstrated verbal and written communication skills, including presentation skills
- Must be detail oriented, and organized
- Demonstrated ability to handle portfolio responsibility
- Requires strong analytical skills and a thorough understanding of treasury management, short term investments and the bank payment system
- Must be able to meet deadlines and handle multiple priorities
- Should have effective interpersonal and supervisory skills and a collaborative management style to include teamwork, team building, conflict management, negotiating and problem solving skills
- Able to work flexible hours including holidays, weekends and evenings as needed
- Must be able to provide own transportation or to operate a vehicle with a valid driver's license
- Able to travel by air as necessary
Required Skills: Treasury management, Banking, Customer contact, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Cash management systems, Electronic banking systems, Short term investments, Bank payment systems, Supervisory skills, Team building, Conflict management