Personal Banker: Financial Planning & Portfolio Growth

First Hawaiian Inc.; Honolulu (HI); Vor Ort; USD 45.000 - 52.000; Vollzeit

Zusammenfassung

First Hawaiian Bank is seeking a Personal Banker for the University Branch on Oahu. The role centers on consulting portfolio clients through needs-based financial planning conversations, acting as a trusted advisor to address financial needs and drive growth within the assigned portfolio.

The position emphasizes retention and expansion of client relationships, collaboration with Wealth Management and other banking segments, and supporting branch operations as needed.

Qualifikationen

• Frontline banking or equivalent experience.
• Relationship cultivation experience.
• Bachelor’s Degree or related experience with knowledge of accounting/finance concepts.
• FHB training in lending/deposits and branch operations may be required within 6–12 months.

Aufgaben

• Consult with portfolio clients through needs-based financial planning conversations.
• Serve as trusted advisor, addressing financial needs using bank products and partners.
• Focus on retention and growth of the Personal Banker portfolio.
• Support branch operations and assist teammates as needed.

Kenntnisse

Frontline banking

Relationship cultivation

Financial statements

Cash flow

Ausbildung

Bachelor’s Degree

Related experience

Jobbeschreibung

First Hawaiian Bank is seeking a Personal Banker for the University Branch on Oahu. The role centers on consulting portfolio clients through needs-based financial planning conversations, acting as a trusted advisor to address financial needs and drive growth within the assigned portfolio.

The position emphasizes retention and expansion of client relationships, collaboration with Wealth Management and other banking segments, and supporting branch operations as needed.