Portfolio-Focused Personal Banker & Financial Advisor

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Prior frontline banking or equivalent experience

Relationship-building experience

Understanding of accounting and finance

Branch operations knowledge

Education

Bachelor’s Degree or equivalent experience

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

State of Hawaii Life & Health License

Tools

NMLS Certification

Valid Driver’s License

Job description

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.