Personal Banker Jobs in Hawaii
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average...
Licenses and Certifications: Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) is required prior to performing any duties of a Mortgage Loan Originator (MLO), if applicable...
Financial Advisor - Career Change Opportunity Financial Advisor - Career Change Opportunity
- Wailuku, HI
- 15 days ago
- Wailuku, HI
- 15 days ago
Financial Advisor - Career Change Opportunity Edward Jones 3.8 ( ) Wailuku, HI Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO...
Licenses and Certifications: Registration with the Nationwide Mortgage Licensing System & Registry (NMLS) is required prior to performing any duties of a Mortgage Loan Originator (MLO), if applicable...
Under the direction of the Manager, this position provides clients with various investment related guidance, support, and services. Assists with all of the business unit's compliance with...
Must be registered as a Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS) within 6-12 months of hire, upon successful FHB certification process....
Must be registered as a Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS) within 6-12 months of hire, upon successful FHB certification process....
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but...
Position Summary: The Client Relationship Manager role focuses on the development of client relationships and ongoing client support. Responsibilities include maintaining client and vendor...
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but...
Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but...
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkJoin the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take...
Financial Advisor - Wailuku, HI - Market 31, Region 077
- Wailuku, HI
- 45+ days ago
- Wailuku, HI
- 45+ days ago
This job posting is anticipated to remain open for 30 days, from 24-Jun-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Demographic Data for Hawaii
Moving to Hawaii? Find some basic demographic data about Hawaii below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Hawaii
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Hawaii offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Consultative Sales
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Business Development
- Retail
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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