Personal Banker Jobs in Kaneohe, HI
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.
Financial Advisor - Experienced Professionals
- Aiea, HI (5 miles from Kaneohe, HI)
- 5 days ago
- Aiea, HI (5 miles from Kaneohe, HI)
- 5 days ago
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to...
Universal Banker (Personal Banker) - Pearlridge Branch
- Aiea, HI (5 miles from Kaneohe, HI)
- 7 days ago
- Aiea, HI (5 miles from Kaneohe, HI)
- 7 days ago
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...
Personal Banker (Manoa Branch)
- Honolulu, HI (10 miles from Kaneohe, HI)
- 14 days ago
- Honolulu, HI (10 miles from Kaneohe, HI)
- 14 days ago
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....
Personal Banker (Makiki Branch)
- Honolulu, HI (10 miles from Kaneohe, HI)
- 18 days ago
- Honolulu, HI (10 miles from Kaneohe, HI)
- 18 days ago
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....
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Personal Banker (Pearlridge Branch)
- Honolulu, HI (10 miles from Kaneohe, HI)
- 20 days ago
- Honolulu, HI (10 miles from Kaneohe, HI)
- 20 days ago
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....
- Honolulu, HI (10 miles from Kaneohe, HI)
- 23 days ago
- Honolulu, HI (10 miles from Kaneohe, HI)
- 23 days ago
Look no further for a fulfilling career in Financial Services! At Tax and Financial Group (TFG), we are seeking individuals to embark on a rewarding career in financial advising that offers...
- Honolulu, HI (10 miles from Kaneohe, HI)
- 45+ days ago
- Honolulu, HI (10 miles from Kaneohe, HI)
- 45+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Universal Banker (Personal Banker) - Kaneohe Branch
- Kaneohe, HI
- 45+ days ago
- Kaneohe, HI
- 45+ days ago
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...
Banking Consultant (Manoa Branch)
- Honolulu, HI (10 miles from Kaneohe, HI)
- 45+ days ago
- Honolulu, HI (10 miles from Kaneohe, HI)
- 45+ days ago
Banking Consultant (Manoa Branch) Location Manoa Branch (00144) Department Manoa Branch (0004400) Work Setting On-site Join the First Hawaiian Bank ohana, where our culture flourishes with...
Financial Advisor - HawaiiUSA Federal Credit Union
- Honolulu, HI (10 miles from Kaneohe, HI)
- 60+ days ago
- Honolulu, HI (10 miles from Kaneohe, HI)
- 60+ days ago
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at HawaiiUSA Federal...
Financial Advisor - Honolulu, HI
- Honolulu, HI (10 miles from Kaneohe, HI)
- 60+ days ago
- Honolulu, HI (10 miles from Kaneohe, HI)
- 60+ days ago
Financial Advisor Honolulu, HI Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the...
Demographic Data for Kaneohe, HI
Moving to Kaneohe, HI? Find some basic demographic data about Kaneohe, HI below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Kaneohe, HI
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Kaneohe, HI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Commercial Banking
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Business Development
- Customer Relations
- High School Diploma
- Listening
- Retail
- Written Communication
- Investigation
- Telephone Skills
- Employee Development
- Coaching
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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