Private Banking Associate

Bishop & Company, Inc.; Honolulu (HI); On-site; USD 25,000 - 36,000; Full time

Job summary

Bishop & Company, a leading Hawaii staffing and executive search firm, is seeking a Private Banking Associate (Temporary) in Honolulu, HI. The role supports a wealth management team, handling loan requests and deposit operations for high-value clients in an in-office setting.

The ideal candidate has at least 1 year of banking experience, strong organizational skills, and excellent communication abilities. The position is full-time temporary with an expected duration of about 3 months and a pay

Qualifications

• High School Diploma or GED required.
• At least 1 year of banking, finance, lending, underwriting, loan servicing, or deposit operations experience.
• Bachelor's degree in a related field may substitute for two years of applicable experience.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office applications.

Responsibilities

• Support a wealth management team in servicing and growing relationships with high-value clients.
• Assist with loan requests from application through closing, including gathering information, preparing documentation, monitoring portfolios, and tracking renewals.
• Support deposit account servicing, account openings, wire transfers, fund transfers, cashier's checks, and other banking transactions.
• Review and audit loan, deposit, and related banking documentation for accuracy and completeness.
• Respond to client inquiries and serve as a liaison between clients and internal departments to resolve issues and provide information.
• Prepare, maintain, and update various reports related to loans, deposits, and portfolio management.
• Generate referrals for banking products and services when appropriate.
• Assist with special projects and provide administrative and operational support to the team as needed.
• Contribute to exceptional client service while supporting business development efforts.

Job description

Bishop & Company is seeking a Private Banking Associate (Temporary) for a financial services client in Honolulu, HI. This full-time, temporary opportunity is ideal for a detail-oriented professional with banking, finance, lending, or client service experience who enjoys supporting high-value clients and building strong relationships. Location: Honolulu, HI (Downtown) Schedule: Monday-Friday, 8:00 AM-5:00 PM (In Office) Duration: Approximately 3 months, with potential extension based on business needs Pay: $18.38-$25.81 per hour, depending on experience

Key Responsibilities

• Support a wealth management team in servicing and growing relationships with high-value clients.
• Assist with loan requests from application through closing, including gathering information, preparing documentation, monitoring portfolios, and tracking renewals.
• Support deposit account servicing, account openings, wire transfers, fund transfers, cashier's checks, and other banking transactions.
• Review and audit loan, deposit, and related banking documentation for accuracy and completeness.
• Respond to client inquiries and serve as a liaison between clients and internal departments to resolve issues and provide information.
• Prepare, maintain, and update various reports related to loans, deposits, and portfolio management.
• Generate referrals for banking products and services when appropriate.
• Assist with special projects and provide administrative and operational support to the team as needed.
• Contribute to exceptional client service while supporting business development efforts.

Qualifications

• High School Diploma or GED required.
• At least 1 year of experience in banking, finance, lending, underwriting, loan servicing, or deposit operations.
• Bachelor's degree in a related field may substitute for two years of applicable experience.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office applications.

Why Bishop & Company?

Bishop & Company is one of Hawaii's leading staffing and executive search firms. We connect talented professionals with outstanding employers throughout the islands and are committed to creating exceptional employment experiences for both our clients and candidates.

Bishop & Company provides recruiting and placement services for client companies and is an Equal Opportunity Employer.