Preferred Banker

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack Private different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the sixth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!

Position Overview:

The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients. They will be responsible for managing the overall client experience by efficiently by identifying cross-sell opportunities, presenting referrals to partnering business lines, and transactions. The Preferred Banker adopts and lives our core principals and display actions reflecting "Clients First" and "One Team" principles daily

Position Responsibilities:

• Provide exceptional service to clients and bank partners. Accept and process all client request and work with other team members and partners to ensure the resolution of all client needs. Provide general mana
  

  What makes Peapack Private different from our competition? We are an institution that's over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the sixth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

  There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!

  Position Overview

  The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients. They will be responsible for managing the overall client experience by efficiently by identifying cross-sell opportunities, presenting referrals to partnering business lines, and transactions. The Preferred Banker adopts and lives our core principals and display actions reflecting "Clients First" and "One Team" principles daily

  Position Responsibilities:

  
  
  
  
  • Provide exceptional service to clients and bank partners. Accept and process all client request and work with other team members and partners to ensure the resolution of all client needs. Provide general management of client relationships to coordinate service and product delivery from all other divisions of the bank.
  • Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products, while proactively looking to identify additional potential opportunities to expand relationships.
  • Oversee client onboarding processes, ensuring all necessary documentation for opening and closing accounts complies with state and federal guidelines. Coordinate the delivery of information and communication with clients, prospects, referral sources, and internal partners.
  • Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.
  • Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed.
  
  
  
  

  Essential Skills and Experience:

  
  
  
  
  • High School Diploma or GED required, College Degree in Financial Services or a related field preferred.
  • 3-5 years' experience in a client service / client facing role, retail banking experience preferred
  • Knowledge of banking products, services and an understanding of branch operations/security
  • Ability to effectively interact with all clients and internal partners across the bank.
  • Demonstrated proficiency in gathering financial and KYC information from clients to open and service accounts.
  • Knowledge of KYC/BSA/Anti-money laundering regulations.
  • Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.
  • General understanding of Client Relationship Management (CRM) functionality
  
  
  
  

  Nonessential Skills and Experience:

  
  
  
  
  • Previous experience using Salesforce or another CRM platforms
  • Prior experience using Silverlake or Xperience platforms
  
  
  
  

  Hours and Schedule

  
  
  
  
  • 40 hours per week
  
  
  
  

  Benefits

  Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.

  
  gement of client relationships to coordinate service and product delivery from all other divisions of the bank.
• Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products, while proactively looking to identify additional potential opportunities to expand relationships.
• Oversee client onboarding processes, ensuring all necessary documentation for opening and closing accounts complies with state and federal guidelines. Coordinate the delivery of information and communication with clients, prospects, referral sources, and internal partners.
• Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.
• Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed.

Essential Skills and Experience:

• High School Diploma or GED required, College Degree in Financial Services or a related field preferred.
• 3-5 years' experience in a client service / client facing role, retail banking experience preferred
• Knowledge of banking products, services and an understanding of branch operations/security
• Ability to effectively interact with all clients and internal partners across the bank.
• Demonstrated proficiency in gathering financial and KYC information from clients to open and service accounts.
• Knowledge of KYC/BSA/Anti-money laundering regulations.
• Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.
• General understanding of Client Relationship Management (CRM) functionality

Nonessential Skills and Experience:

• Previous experience using Salesforce or another CRM platforms
• Prior experience using Silverlake or Xperience platforms

Hours and Schedule

• 40 hours per week

Salary

$65,000 to $100,000

Benefits

Peapack Private Bank & Trust offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.