Preferred Banker

Loans•New York, NY

9d•Onsite

About The Position

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 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.

Requirements

High School Diploma or GED required
3-5 years’ experience in a client service / client facing role
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

Nice To Haves

College Degree in Financial Services or a related field preferred.
retail banking experience preferred
Previous experience using Salesforce or another CRM platforms
Prior experience using Silverlake or Xperience platforms

Responsibilities

Provide exceptional service to clients and bank partners.
Accept and process all client requests 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, concentrate 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.