Personal Banker & Wealth Advisor – University Branch

First Hawaiian Bank; Honolulu (HI); On-site; USD 45,000 - 52,200; Full time

Job summary

A financial institution in Hawaii is looking for a Personal Banker to join their University Branch team in Oahu. The role involves consulting with clients through financial planning conversations, managing a personal portfolio, and utilizing various bank products and services to meet client needs. Required qualifications include a Bachelor’s Degree, 1-2 years of experience in financial services, and various state certifications. The position offers a competitive salary ranging from $45,000 to $52,200, along with potential sales incentives.

Qualifications

• 1-2 years’ experience in Financial Services or Retail/Business Banking.
• Basic understanding of accounting and finance, financial statements, and cash flow.
• Completion of FHB training in retail lending and deposit products required within 6-12 months.

Responsibilities

• Consult with portfolio clients via financial planning conversations.
• Address clients’ financial needs and achieve their goals using bank products.
• Responsible for retention and growth of assigned Personal Banker portfolio.

Skills

Customer-focused approach

Relationship cultivating

Financial planning

Education

Bachelor’s Degree or equivalent experience

Tools

Financial Services knowledge

Job description

Job Description

First Hawaiian Bank is currently seeking a highly engaging, customer-focused, goals-driven Personal Banker to join our University Branch team in Oahu. In this role, you will primarily consult with portfolio clients via needs based, financial planning conversations.

Job Description

First Hawaiian Bank is currently seeking a highly engaging, customer-focused, goals-driven Personal Banker to join our University Branch team in Oahu. In this role, you will primarily consult with portfolio clients via needs based, financial planning conversations.

Compensation

The annual salary range is $45,000 - $52,200/yr, commensurate with experience; plus sales incentives.

Work Schedule

Monday – Friday 8:00AM – 4:30PM (hours may vary) Saturday rotations required.

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 help 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 assigned Personal Banker portfolio. As a valuable team member of the branch, you will support other operational duties as needed.

Qualifications

Required Qualifications

• 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.
• Valid Driver’s License; some travel may be required.