Personal Banker (Lihue Branch)

First Hawaiian Bank; Lihue (HI); On-site; USD 48,000 - 52,000; Full time

Job summary

First Hawaiian Bank is seeking a Personal Banker for their Lihue Branch in Kauai. The role focuses on consulting portfolio clients through financial planning conversations and acting as a trusted advisor to meet their financial needs. Candidates should have prior banking experience, a Bachelor's degree or equivalent, and a dedication to customer service. Starting pay ranges from $48,000 to $52,000 annually with sales incentives. Opportunities for training and certification are included.

Qualifications

• Prior frontline banking or equivalent experience.
• 1-2 years’ experience in Financial Services, or Retail/Business Banking.
• Must obtain NMLS Certification and State of Hawaii Life & Health License.

Responsibilities

• Consult with clients via needs-based financial planning.
• Act as the customer's trusted advisor for financial needs.
• Responsible for retention and growth of assigned portfolio.
• Support operational duties as needed.

Skills

Customer-focused approach

Financial planning

Relationship building

Education

Bachelor’s Degree or equivalent experience

Job description

Overview

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. As a primary performance measurement, you will be responsible for retention and growth of the assigned Personal Banker portfolio. You will 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 8:00AM – 4:30PM (hours may vary); Saturday on a rotation basis 8:30AM - 1:30PM (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. As a primary performance measurement, you will be responsible for 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 cultivating 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, 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.