Client Service Officer NYC

Peapack Private Bank & Trust•New York, NY

3d•$79,918 - $87,000•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. They provide a broad range of sought-after products and services designed to help clients establish, maintain, and grow their legacy through an innovative approach to private banking. The bank has over 100 years of history and prioritizes the well-being and needs of its employees and clients. They are recognized as one of the nation’s “Best Banks to Work For.” The company values a diverse, equitable, inclusive, and safe workplace with a strong one-team culture. They foster transparency, respect feedback, and operate with a philosophy of hospitality and human kindness. Employees can get involved through Cultural Ambassador sub-committees, community service activities, and the LIFT committee focused on enriching the lives of women. 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 businesses.

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.

Nice To Haves

Operate with agility and adaptability, responding effectively to changing priorities and business needs
Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow
Utilize AI and technology tools responsibly to enhance productivity and decision-making
Show ownership and critical thinking, using sound judgment to solve problems and deliver results
Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction

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