Elite Private Banking Specialist — Wealth Client Support

CPB Group; Honolulu (HI); On-site; USD 39,520 - 62,956; Full time

Job summary

CPB Group in Honolulu, Hawaii is seeking a Full-time ICP Support specialist to assist the Wealth Management Team in managing high‑value client portfolios, handling loan and deposit relationships, and delivering banking products with minimal risk.

You will support KYC, documentation, and reporting, coordinate cross‑selling of services, and act as a liaison among clients and bank departments. The role requires strong communication, initiative, and readiness to train others.

Qualifications

• High School Diploma or GED equivalency required.
• Bachelor’s Degree in Business Administration or related field preferred.
• Experience with loan documentation and regulatory rules is preferred.

Responsibilities

• Assist wealth management team to maintain and service deposits and loans for high‑value clients.
• Process deposits, loans, wires, and related banking transactions.
• Generate referrals and support marketing strategies for the client base.
• Provide back‑up administrative and operational support as needed.
• Ensure accuracy in reporting and audit readiness.

Skills

Customer service

Loan documentation

Deposits processing

Cross-selling

Communication

Education

High School Diploma or GED required

Bachelor’s Degree in Business Administration or related field preferred

Job description

CPB Group in Honolulu, Hawaii is seeking a Full-time ICP Support specialist to assist the Wealth Management Team in managing high‑value client portfolios, handling loan and deposit relationships, and delivering banking products with minimal risk.

You will support KYC, documentation, and reporting, coordinate cross‑selling of services, and act as a liaison among clients and bank departments. The role requires strong communication, initiative, and readiness to train others.