Senior Personal Banker for High-Value Clients & Loans

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

Job summary

Pearlridge Branch in Aiea, HI is seeking a Universal Banker to join the team full-time. The role blends sales, service and operations to serve High Value Clients and help achieve branch goals.

You will open deposits and loans, process transactions, and actively cross-sell bank products while participating in campaigns and branch initiatives. UB I/II levels require specified education and experience; NMLS license and Notary are preferred.

Qualifications

• UB I: 1+ year(s) in sales or customer service.
• UB II: 2+ years of branch/bank operations and retail product sales.
• Notary preferred; NMLS registration required before Mortgage Loan Originator duties.

Responsibilities

• Assist in managing an assigned portfolio of High Value Clients to build relationships.
• Cross-sell bank products and refer customers to specialists.
• Open deposits and loans; process various consumer and business transactions.
• Meet branch goals for deposits, loans, and referrals.

Skills

Sales

Customer service

Branch operations

Cross-selling

Communication

Education

UB I: High School Diploma or equivalent

UB II: Bachelor’s Degree

Tools

NMLS

Notary public

Job description

Pearlridge Branch in Aiea, HI is seeking a Universal Banker to join the team full-time. The role blends sales, service and operations to serve High Value Clients and help achieve branch goals.

You will open deposits and loans, process transactions, and actively cross-sell bank products while participating in campaigns and branch initiatives. UB I/II levels require specified education and experience; NMLS license and Notary are preferred.