Private Banking Associate - Client Services & Loans (Temp)

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, 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