Client Service Officer NYC

Accounts•New York, NY

2d•Onsite

About The Position

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking. 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

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

Nice To Haves

Bachelor’s degree in Finance, Business, Economics, or related field preferred

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