Job DescriptionIn this role, you will 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.
Work ScheduleMonday-Friday 8:00am - 5:00pm (Hours may vary)
CompensationThe annual salary range for this role is $64,168 - $140,000/year plus incentives and bonus; commensurate with experience.
ResponsibilitiesIn this role, you will 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.
QualificationsThe 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 within 18 months of hire.
- 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.
