Private Banking Officer (First Hawaiian Center)

Full Time
Hawaii
Posted
Job description

First Hawaiian Bank is currently seeking a detail-oriented, engaging, customer-focused Private Banking Officer to join our Private Banking Division team. In this role, you’ll be responsible to provide quality customer service to Private Banking clients while proactively assisting them with their financial needs through the delivery of banking services. Act as a financial advisor dedicated to building long-term relationships while tailoring financial solutions to meet client goals and objectives through leveraging Wealth Management Group partners and other banking areas. Project a professional image and competence as a representative of Private Banking.

The successful candidate will be hired for the level of the position that aligns with their experience.


Work Schedule:

Monday - Friday 8:00AM to 5:00PM (hours may vary)

The ideal candidate will have:

  • Private Bankers must complete the required wealth planning training within 6 months of joining PRD and must obtain a minimum of two licenses and/or certifications related to wealth management by the end of their 2nd calendar year.
  • FHB Basic Residential Certification and MLO registration within 6 months from hire or equivalent work experience required.
  • 5 years of experience in banking or finance related industry required.
  • Post baccalaureate degree preferred.
  • Preferred wealth management experience, including financial and estate planning, insurance and investment products.
  • Preferred commercial and/or consumer lending skills with the ability to negotiate, structure, price, document and close transactions of small to moderate complexity with minimal guidance.
  • Excellent interpersonal, verbal and written communication skills, with strong knowledge of Word, Excel, Outlook, RMS and Branch Automation or equivalent.
  • Handles confidential matters judiciously.
  • Well organized and capable of multitasking.
  • Good time management skills and meets all required deadlines.
  • Highly self-motivated and goal oriented with sales skills to enhance business development objectives.
  • Must be willing to learn basic financial, retirement, and estate planning techniques and solutions.
  • Must comply with SAFE Act requirements by completing registration in the National Mortgage Licensing System (NMLS) within 180 days of transfer into role.
  • Must meet Consumer Financial Protection Bureau Loan Originator requirements.

abouteureka.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, abouteureka.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, abouteureka.com is the ideal place to find your next job.

Intrested in this job?

Related Jobs

All Related Listed jobs