Specialist in Private Banking
Job in
Honolulu, Honolulu County, Hawaii, 96814, USA
Listed on 2026-07-24
Listing for:
Bishop & Company, Inc.
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Banking Operations, Bank Customer Service, Loan Servicing
Job Description & How to Apply Below
Bishop & Company is seeking a Private Banking Associate (Temporary) for a financial services client in Honolulu, HI. This full‑time, temporary opportunity is ideal for a detail‑oriented professional with banking, finance, lending, or client service experience who enjoys supporting high‑value clients and building strong relationships.
Location
:
Honolulu, HI (Downtown)
Schedule
:
Monday—Friday, 8:00 AM–5:00 PM (In Office)
Duration
:
Approximately 3 months, with potential extension based on business needs
Pay
: $18.38–$25.81 per hour, depending on experience
- Support a wealth management team in servicing and growing relationships with high‑value clients.
- Assist with loan requests from application through closing, including gathering information, preparing documentation, monitoring portfolios, and tracking renewals.
- Support deposit account servicing, account openings, wire transfers, fund transfers, cashier's checks, and other banking transactions.
- Review and audit loan, deposit, and related banking documentation for accuracy and completeness.
- Respond to client inquiries and serve as a liaison between clients and internal departments to resolve issues and provide information.
- Prepare, maintain, and update various reports related to loans, deposits, and portfolio management.
- Generate referrals for banking products and services when appropriate.
- Assist with special projects and provide administrative and operational support to the team as needed.
- Contribute to exceptional client service while supporting business development efforts.
- High School Diploma or GED required.
- At least 1 year of experience in banking, finance, lending, underwriting, loan servicing, or deposit operations.
- Bachelor’s degree in a related field may substitute for two years of applicable experience.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast‑paced environment.
- Excellent verbal and written communication skills.
- Proficiency with Microsoft Office applications.
Bishop & Company provides recruiting and placement services for client companies and is an Equal Opportunity Employer.
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