Client-Focused Personal Banker & Financial Planning Advisor

First Hawaiian Inc.; Lahaina (HI); On-site; USD 37,000 - 61,000; Full time

Job summary

First Hawaiian Bank in Lahaina, Maui is seeking a personable Personal Banker to deliver client-focused financial guidance and cross-sell bank products. You will consult with portfolio clients through needs-based planning and act as their trusted advisor to help them reach financial goals.

The role emphasizes retention and growth of your personal banking portfolio, collaboration with Wealth Management, Private Banking, and Mortgage Banking, and providing a high level of customer service in a

Qualifications

• Frontline banking experience required.
• Experience in financial services or retail/business banking is preferred.
• NMLS Certification within 6-12 months from hire.
• MLO registration within 6-12 months from hire.
• State Hawaii Life & Health License.

Responsibilities

• Consult with portfolio clients via needs-based financial planning conversations.
• Act as the customer’s trusted advisor addressing financial needs leveraging bank products and services.
• Responsible for retention and growth of assigned Personal Banker portfolio.
• Support other branch operations as needed.

Skills

Customer service

Relationship building

Education

Bachelor’s Degree

Job description

First Hawaiian Bank in Lahaina, Maui is seeking a personable Personal Banker to deliver client-focused financial guidance and cross-sell bank products. You will consult with portfolio clients through needs-based planning and act as their trusted advisor to help them reach financial goals.

The role emphasizes retention and growth of your personal banking portfolio, collaboration with Wealth Management, Private Banking, and Mortgage Banking, and providing a high level of customer service in a