Global Private Banking Specialist

CPB Group; Honolulu, Northern (HI, KY); Hybrid; USD 28,000 - 35,000; Full time

Job summary

CPB Group in Honolulu, HI is seeking a Specialist for International Private Banking to support wealth management activities and banking services for high-value clients. The role involves loan and deposit servicing, client liaison, and cross-selling of banking products.

The position emphasizes interaction with high-value clients, teamwork, and adherence to bank policies, with potential involvement in call center style communications and administrative duties.

Qualifications

• High School Diploma or GED or equivalent required.
• Bachelor’s Degree from an accredited 4-year university in Business Administration or related field preferred.
• 6+ months of experience in Commercial and retail loan and deposit servicing or underwriting; degree may substitute for 2 years of experience.

Responsibilities

• Assist wealth management team to maintain, expand, and service deposit relationships of assigned high-value clientele.
• Assist with loan requests from initiation to closing, including prospecting and information gathering.
• Generate referrals for various banking products and services and support marketing strategies.

Skills

Communication

Teamwork

Customer service

Education

High School Diploma or GED

Bachelor’s Degree in Business Administration or related field

Job description

CPB Group in Honolulu, HI is seeking a Specialist for International Private Banking to support wealth management activities and banking services for high-value clients. The role involves loan and deposit servicing, client liaison, and cross-selling of banking products.

The position emphasizes interaction with high-value clients, teamwork, and adherence to bank policies, with potential involvement in call center style communications and administrative duties.