Wealth Management Private Banking Specialist

Central Pacific Bank; Honolulu (HI); On-site; USD 65,000 - 90,000; Full time

Job summary

Central Pacific Bank in Hawaii seeks an experienced Specialist to assist the Wealth Management Team in growing a high-value client portfolio, handling deposits and loans, and delivering personalized financial solutions with strong risk awareness.

The role emphasizes client interaction, cross-selling of banking, trust, and investment services, and requires strong communication, teamwork, and a self-starter attitude; supervision by the Team Leader.

Qualifications

• High School Diploma or GED equivalency required.
• Bachelor’s Degree in Business Administration or related field preferred.
• 1+ years of experience in commercial and retail loan and deposit servicing or underwriting.
• Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) required before MLO duties.

Responsibilities

• Assist wealth management team to maintain, expand, and service deposit relationships of existing high-value clients.
• Assist with loan requests from initiation to closing, including prospecting and closing.
• Assist in deposit servicing and related product and service processing.
• Generate referrals for banking products and services; cross-sell to clients.
• Audit loan, deposit, and related documentation.
• Contribute to marketing strategies for the client base.

Skills

Active listening

Oral communication

Written communication

Solution orientation

Team player

Education

High School Diploma or GED

Bachelor’s Degree in Business Administration or related field preferred

Job description

Central Pacific Bank in Hawaii seeks an experienced Specialist to assist the Wealth Management Team in growing a high-value client portfolio, handling deposits and loans, and delivering personalized financial solutions with strong risk awareness.

The role emphasizes client interaction, cross-selling of banking, trust, and investment services, and requires strong communication, teamwork, and a self-starter attitude; supervision by the Team Leader.