Private Banking Officer

Central Pacific Bank • Honolulu, HI

299d • $83,578 - $114,920

About The Position

The Senior Private Banking Officer is responsible for managing and growing a portfolio of high valued clients in loan and deposit accounts/relationships, ensuring compliance with established lending and operational policies while maximizing profitability for the Bank with minimal risk. This role may include staff supervisory responsibilities and requires a commitment to the Company's Core Values, emphasizing positive customer interactions and effective communication skills.

Requirements

• Bachelor's Degree in Business Administration or related field, or equivalent work experience required.
• 7+ years of work experience in Private Banking or related field required.
• 3+ years of experience as a Team leader or Supervisor required.
• Experience in financial planning and investment service experience preferred.

Responsibilities

• Generate new business in retail areas through an organized and targeted calling program utilizing new and existing sources.
• Develop and maintain a business referral and information network consisting of trusted professional contacts for both advice and counsel, and new referrals.
• Solicit referrals from other areas of the Bank.
• Grow loan & deposit portfolio with safe and profitable opportunities from existing and new sources.
• Develop new sources of fee income and increase overall profitability of book of business.
• Provide the highest standards of account maintenance and servicing of assigned portfolio of loan and deposit accounts through regular contact and communication with customers.
• Maintain and manage financial profiles of high value customers within the portfolio.
• Represent the Bank in civic and community events with emphasis on CRA qualifying activities.
• Assist team members in management and achievement of team goals, portfolio, and accountabilities.
• Attend sales meetings to communicate results of sales and business calling activities.
• Generate new business in investment and trust areas through an organized and targeted calling program.
• Maintain quality of loans in assigned portfolio of account relationships through diligent supervision and collection efforts.
• Act as the Business Unit Compliance Officer (BUCO) if applicable, ensuring compliance with regulatory requirements.

Benefits

• Sales Incentive Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree