Private Banking Officer I

Manage and grow a portfolio of high valued clients in loan and deposit accounts/relationships that meet with established lending and operational policies and provides maximum profitability to the Bank with a minimum of risk.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Total Loan & Deposit Balance Portfolio Growth:

Generate new business in commercial and retail areas through an organized and targeted calling program utilizing new and existing sources. Develop and maintain a business referral and information network consisting of trusted professional contacts for both advice and counsel, and new referrals. Solicit referrals from other areas of the Bank. Grow loan & deposit portfolio with safe and profitable opportunities from existing and new sources. Develop new sources of fee income and increase overall profitability of book of business. Provide the highest standards of account maintenance and servicing of assigned portfolio of loan and deposit accounts through regular contact and communication with customers and a commitment to delivery of quality service and expert financial advice and counsel. Maintain and manage financial profiles of high value customers within the portfolio. Represent the Bank in civic and community events with emphasis on CRA qualifying activities.

Total Team Portfolio Growth:

Assists team members in management and achievement of team goals, portfolio, and accountabilities Attend sales meetings to communicate results of sales and business calling activities, and provide feedback to Team Leader on strategies to enhance goal attainment. Responsible for achievement of goals in all accountabilities.

Investment / Trust Fee Income: