Personal Banker (Lihue Branch)

First Hawaiian Bank; Lihue (HI); Presencial; USD 48.000 - 52.000; Jornada completa

Descripción de la vacante

First Hawaiian Bank is seeking a highly engaging, customer-focused Personal Banker to join our Lihue Branch team in Kauai. In this role, you will primarily consult with portfolio clients and act as their trusted advisor by addressing their financial needs. You will need prior banking experience, a Bachelor’s Degree or related experience, and a Life & Health License in Hawaii. The position offers a competitive salary ranging from $48,000 to $52,000 per year, along with sales incentives.

Formación

• Prior frontline banking or equivalent experience.
• Prior relationship-building experience.
• Bachelor’s Degree and/or related experience combined with 1–2 years in Financial Services.
• Prior branch operations knowledge or experience preferred.
• Completion of various FHB training required within 6–12 months from hire.

Responsabilidades

• Consult with portfolio clients via needs-based, financial planning conversations.
• Act as the customer’s trusted advisor addressing financial needs.
• Measure retention and growth of the assigned Personal Banker portfolio.
• Support other operational duties as needed.

Conocimientos

Prior frontline banking or equivalent experience

Relationship-building experience

Understanding of accounting and finance

Branch operations knowledge

Educación

Bachelor’s Degree or equivalent experience

1–2 years’ experience in Financial Services or Retail/Business Banking

State of Hawaii Life & Health License

Herramientas

NMLS Certification

Valid Driver’s License

Descripción del empleo

Overview

Job Description. First Hawaiian Bank is seeking a highly engaging, customer-focused, goals-driven Personal Banker to join our Lihue Branch team in Kauai. In this role, you will primarily consult with portfolio clients via needs-based, financial planning conversations. You will act as the customer’s trusted advisor by addressing clients’ financial needs and helping them achieve their goals by leveraging bank products and services, and experts from Wealth Management, Private Banking, Business Banking, Mortgage Banking, and others. You will be responsible for retention and growth of the assigned Personal Banker portfolio and support other operational duties as needed.

Compensation

Starting pay is $48,000 - $52,000/yr, commensurate with experience; plus sales incentives.

Work Schedule

Monday – Friday 8:00 AM – 4:30 PM (hours may vary); Saturday on a rotation basis 8:30 AM - 1:30 PM (hours may vary).

Responsibilities

In this role, you will primarily consult with portfolio clients via needs-based, financial planning conversations. You will act as the customer’s trusted advisor by addressing clients’ financial needs and helping them achieve their goals by leveraging bank products and services, and experts from Wealth Management, Private Banking, Business Banking, Mortgage Banking, and others. You will be measured on retention and growth of the assigned Personal Banker portfolio. You will support other operational duties as needed.

Qualifications

The ideal candidate will have:

• Prior frontline banking or equivalent experience.
• Prior relationship-building experience.
• Bachelor’s Degree and/or related experience; combined with
  • 1–2 years’ experience in Financial Services, or Retail/Business Banking; or
  • Equivalent work experience with basic understanding of accounting and finance, financial statements, and cash flow.
• Prior branch operations knowledge or experience preferred.
• Completion of various FHB training in retail lending, deposit products, and general branch operations required within 6–12 months from hire.
• FHB NMLS Certification within 6–12 months from hire.
• Must be registered as a Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS) within 6–12 months of hire, upon successful FHB certification process.
• State of Hawaii Life & Health License.
• Valid Driver’s License; some travel may be required.