Client Service Officer NY

Peapack Private Bank & Trust • New York, NY

4d • $75,000 - $80,000

About The Position

The Client Service Officer (CSO) serves as a partner within the Commercial
Banking team, responsible for managing complex client relationships and
exercising independent judgment in the delivery of customized financial
solutions for high-net-worth (HNW) clients, and their business.

Requirements

• Bachelor’s degree in finance, Business, Economics, or related field preferred
• 3-5 years of relevant experience.
• Advanced knowledge of banking operations and products.
• General understanding of CRM system
• Ability to interact professionally with all levels of management and external clients
• Strong decision-making and analytical skills.
• Working knowledge of Microsoft Outlook, Word, Excel, and Internet Explorer

Responsibilities

• Serve as an advisor and escalation point for HNW clients.
• Onboards clients and ensures a white glove experience
• Exercise discretion in prioritizing client requests and resolving complex issues.
• Provide guidance on banking products and service approaches
• Identify and mitigate operational and compliance risks.
• Make determinations on escalation and exception handling
• Serve as a subject matter expert on KYC/AML.
• Assists group directors with other tasks as needed

Benefits

• We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more.
• We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees