Global Private Banking Specialist for High-Value Clients

Socket.dev; Honolulu (HI); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank in Honolulu seeks a client-focused specialist to support wealth management and core banking operations for high-value clients. You will assist with deposits, loans, and related services, while maintaining regulatory and internal controls under supervision.

Strong communication, teamwork, and proactive service are essential. The role involves coordinating with multiple bank departments, handling inquiries, and assisting with marketing and client referrals.

Qualifications

• High School Diploma or GED equivalencyrequired.
• 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 (a Bachelor's degree in relevant field may substitute for 2 years of experience).
• 2+ years of experience in Commercial and retail loan and deposit servicing or underwriting (a Bachelor's degree in relevant field may substitute for 2 years of experience).
• Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) is required prior to performing any duties of a Mortgage Loan Originator (MLO) required.

Responsibilities

• Assist the assigned wealth management team to maintain, expand, and service deposit relationships of assigned existing high-value clientele, as well as responding to inquiries from new clientele, under supervision and training.
• Assist with loan requests from initiation to closing, including prospecting, information gathering, analyzing, profiling, closing, ticklers, management of portfolios, timely identification of upcoming renewals, and follow up, under supervision and guidance.
• Assist in deposit servicing, ensures opening deposit accounts and related products and services are opened in a timely manner; receive and ensures deposits, withdrawals, wire transfers, and funds transfers are processed; approving checks, processing of wires, travelers checks, cashiers checks, foreign currency requests; assist in monitoring of overdrafts.
• Generate referrals for various banking products and services, both in the business and retail areas.
• Responsible for deposit, loan, and related product and services documentation audit.
• Assists in developing and implementing marketing strategies for the client base incorporating appropriate Bank Personnel.
• Serve as a backup for other administrative/operational duties and assists in special projects, miscellaneous responsibilities, and other duties as assigned.
• Liaison between clients, officers, and Bank departments in researching/responding to requests for information, researching, and resolving problems.
• Responsible for ensuring missing and incomplete reports for the team are updated in a timely manner.
• Serve as a backup for other administrative/operational duties and assist in special projects, miscellaneous responsibilities, and other duties as assigned.
• Contribute to achieving a satisfactory rating on audits.
• Responds reactively and proactively to all financial needs, expanding client profitability and generating new revenues throughout the sale of credit, deposit, trust, and investment products and services.
• Represents the Bank in civic and community events with emphasis on CRA qualifying activities.
• Responsible for compiling accurate loan, deposit, time deposit, and other various reports in a timely manner.

Skills

Active Listening

Oral Communication

Written Communication

Customer Service

Team Player

Self-starter

Education

High School Diploma or GED

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office

Job description

Bank in Honolulu seeks a client-focused specialist to support wealth management and core banking operations for high-value clients. You will assist with deposits, loans, and related services, while maintaining regulatory and internal controls under supervision.

Strong communication, teamwork, and proactive service are essential. The role involves coordinating with multiple bank departments, handling inquiries, and assisting with marketing and client referrals.