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.
Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their...
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...
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 a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Financial Advisor - HawaiiUSA Federal Credit Union
- Honolulu, HI
- 15 days ago
- Honolulu, HI
- 15 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 - Pearl Harbor Honolulu, HI, United States (Hybrid) Job Description To provide basic financial consulting services to assist members and non-members with identifying their...
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....
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...
Banking Consultant (Main Branch) Location First Hawaiian Center (00001) Department Main Banking Center (0000177) Work Setting On-site Join the First Hawaiian Bank ohana, where our culture...
Banking Consultant (Kahuku Branch) Location Kahuku Branch (00138) Department Kahuku Branch (0003800) Work Setting On-site Join the First Hawaiian Bank ohana, where our culture flourishes with...
Universal Banker (Personal Banker) - Oahu openings
- Honolulu, HI
- 90+ days ago
- Honolulu, HI
- 90+ 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...
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 Central Pacific...
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
Universal Banker (Personal Banker) - Branch Support
- Honolulu, HI
- 90+ days ago
- Honolulu, HI
- 90+ 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...
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
- 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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Private Banking
- Cross Selling
- Mortgage Processing
- Wealth Management
- Financial Services
- Investment Banking
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Retail
- Telephone Skills
- Written Communication
- Coaching
- Employee Development
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Personal Banker Related Career Advice Articles
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »