Preferred Banker - Garden City, NY

Loans • Garden City, NY

6d • $72,653 - $90,000 • Hybrid

About The Position

Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions. At Peapack Private, our clients are cared for by a single point of contact and are served by empowered employees who consistently go above and beyond to provide exceptional service and offer a boutique private banking experience. What makes Peapack Private different? We are an institution that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the seventh consecutive year by American Banker as one of the “Best Banks to Work For” across the nation. In addition, we were selected as Crain’s Best Places to work in NYC for our inaugural year, 2024. Our secret sauce in one word is our ‘culture’. At Peapack Private, we value a diverse and inclusive workspace, deeply committed to growing leaders at all levels of the organization thorough mentorship, career pathing, and professional development. There are multiple ways to build relationships and get involved - from joining our Cultural Ambassador Committee focused on areas like Wellness, Fun, Inclusion, or Environmental Awareness - to involvement in community service activities through Volunteerism. Said quite simply, the culture and the people who work here are amazing! 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 by efficiently identifying cross-sell opportunities, presenting referrals to partnering business lines, and expertly managing transactions. The Preferred Banker adopts and lives our core principals and displays actions reflecting “Clients First” and “One Team” principles daily.

Requirements

• High School Diploma or GED required, College Degree in Financial Services or a related field preferred.
• 3-5 years’ experience in a client service / client facing role, retail banking experience preferred
• 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
• 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 request 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, concentrating 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.

Benefits

• We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, a hybrid work environment (for most roles), 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: Entry Level
• Education Level: High school or GED