Platinum Client Service Officer I

Loans•Bedminster, NJ

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. What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation’s “Best Banks to Work For.” Our secret sauce, in a word, is our culture. We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness. There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Simply put, our culture is amazing. Position Overview: The Platinum Service Team currently consists of 8 individuals with varied banking experience. We open accounts for and service the bank’s high-net worth client base across all of the bank’s various divisions. Most of the relationships housed with Platinum are from the Commercial & Industrial banking group, followed by Commercial Real Estate and Peapack Private Wealth Management. These relationships can be highly complex and the Team partners with all areas of the bank to setup and service the clients’ needs. The team also prepares various reports for the executive business line heads including a bi-weekly deposit pipeline.

Requirements

College Degree required.
If degree is not in Finance or related field, previous customer service experience is required.
Ability to interact effectively and tactfully with all clients and Bank personnel from other departments both in person or over the telephone
Working knowledge of Microsoft Access, Outlook, Word, Excel, and Internet Explorer
Excellent oral and written communication skills
Must be an organized, independent, and detail-minded individual
Must be proficient in gathering financial and KYC information from client and inputting data in order to open and service deposit 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.

Nice To Haves

Internship or previous corporate experience in field of Finance is preferred.
Previous customer service experience is also preferred.
Previous experience using Salesforce or another Client Relationship Management system
Prior experience using Silverlake or the Xperience system
Previous experience with creating custom designed reports, tailored to the needs and preferences of bank executives.

Responsibilities

Provides excellent service to clients & bank partners.
Accept and process all client requests and work with other team members and departments to ensure positive resolution of all client needs.
Provides general management of client relationships, and coordinate service & product delivery from all other divisions of the Bank.
Orchestrates client on-boarding, including all necessary documentation for opening/closing accounts, KYC, funding, and post close follow up.
Supports Platinum team members and other internal team members as needed with sales, service, prospecting, client or market research including preparing for new business appointments.
Coordinate delivery of information and communication with clients, prospects, referral sources, and internal partners.
Assist internal partners and senior management with the coordination and marketing of client/prospecting functions as they pertain to C&I, CRE and Wealth.
Written, verbal, and in person interaction with high-net-worth & business clients on a regular basis.
Input and approval of client transfers and a full range of maintenance on the Silverlake, OnBoard, & Jack Henry Xperience systems.
Responsible for day-to-day activity in the service center which includes phone coverage, client interaction during on site meetings, and assist with office supply management.
Prepare custom reporting for senior executives as needed including deposit pipeline report, and end of month/quarter line of business production reports.
Create and customize reports as needed for Senior Management, Platinum Service Team, as well as other areas of the bank, utilizing Salesforce (Pardot), Excel, Microsoft Power BI, and any other necessary systems.
Within 6 months, proficiency needed in Microsoft Power BI and internal bank executive reporting.
General understanding of CRM functionality and enough working knowledge to troubleshoot and self-direct and problem solve for unexpected issues.
Special projects as assigned.