Relationship Banker: Build High-Value Client Portfolios

CPB Group; Honolulu (HI); On-site; USD 29,000 - 33,000; Full time

Job summary

CPB Group, Universal Banker (Personal Banker) at Kaneohe Branch, is a full-time role in Honolulu. The position involves sales, servicing, and operational duties within a branch setting to manage a portfolio of high-value clients.

Candidates should have sales and customer service experience, with ability to cross-sell products, open deposits and loans, and meet branch goals while maintaining high service standards.

Qualifications

• 1+ year of sales and customer service experience.
• 2+ years of branch/bank operations experience and sales of retail financial products.
• HS diploma required for UB I; Bachelor’s degree preferred for UB II.
• NMLS registration required prior to Mortgage Loan Originator duties, if applicable.
• Notary Public commission preferred.

Responsibilities

• Assist in managing a portfolio of High Value Clients to build and retain relationships.
• Cross-sell bank products and refer customers to specialists as appropriate.
• Open consumer and business deposit and loan accounts; process loan applications.
• Meet individual/branch goals for deposits, loans, and revenue; manage risk.
• Participate in branch campaigns and support coaching and development activities.

Skills

Sales experience

Customer service

Cross-selling

Relationship management

Communication

Education

High School Diploma

Bachelor’s Degree

Job description

CPB Group, Universal Banker (Personal Banker) at Kaneohe Branch, is a full-time role in Honolulu. The position involves sales, servicing, and operational duties within a branch setting to manage a portfolio of high-value clients.

Candidates should have sales and customer service experience, with ability to cross-sell products, open deposits and loans, and meet branch goals while maintaining high service standards.