Retail Client Experience Manager I

Peapack Private Bank & Trust•Tewksbury Township, NJ

5d•$50,800 - $63,000

About The Position

The Retail Client Experience Manager I assists the Retail Private Banker with the day-to-day operation of a branch and manages the inside sales process. In the Retail Private Banker’s absence, this role runs the branch, manages sales, and ensures staff are current on internal policies and external regulations. The manager leads staff in providing exceptional service and personalized, high-touch experiences to clients. The role supports the development, expansion, and management of consumer and business account relationships; identifies opportunities to deepen client relationships and acquire new ones; and refers business to the bank’s wealth, lending, and financial services lines. It also supports sales, staff training and coaching, branch reporting, security, audits, teller operations, and regulatory compliance. The approximate pay range is $50,800 to $63,000, with an opportunity to earn performance-based incentives. Final compensation may vary based on factors including knowledge, skills, abilities, and geographic location.

Requirements

High school diploma or GED.
At least two years of experience in branch banking.
Ability to meet or exceed customer service needs, identify customer and project needs, and prospect for clients.
Working knowledge of bank products and services, letters of credit, sweep accounts, zero balance accounts, relevant concepts and techniques, and cash management services.
Ability to model cross-selling techniques and close sales.
Ability to resolve customer questions or complaints.
Ability to manage staff and resolve conflicts.
Ability to foster open communication, deliver presentations, listen and communicate verbally and in writing, and translate technical materials.
Ability to answer questions effectively, build relationships, and develop internal and external networks.
Ability to act with integrity, demonstrate adaptability and commitment, and maintain positive performance in all situations.
Working knowledge of Microsoft Excel, Word, Access, and Outlook.
Ability to interact effectively and tactfully with all levels of the bank.
Ability to read, write, and speak English clearly.

Nice To Haves

Notary Public commission.

Responsibilities

Assist the Retail Private Banker in developing, expanding, and managing consumer and business account relationships and meeting clients’ financial product and service needs.
Identify customers with additional profit potential, develop plans to expand relationships, and use sales programs to acquire new relationships.
Identify and refer business to wealth, lending, and financial services; assist staff in promoting bank products and services.
Cross-train branch staff on current or revised policies and procedures, and provide coaching and training to improve sales and operational performance and prepare employees for additional responsibilities.
Participate in ongoing training and regular sales meetings.
Assist the Retail Private Banker in enforcing bank security policies and procedures and conduct regular branch audits.
Help staff resolve operating and servicing issues.
Prepare and review daily, weekly, and monthly branch reports as required.
Open and close accounts and address daily client needs.
Perform teller duties as needed, prove the main cash vault, ATMs, and coin machines, and ensure teller work and daily proofing comply with bank policies.
Ensure compliance with internal policies and external regulations, maintain a suitable business environment, and stay current with pertinent banking regulations.
Serve as a role model and provide staff guidance on appearance and dress as needed.
Lead with agility and strategic adaptability, fostering clarity in a changing environment.
Promote intellectual curiosity, continuous learning, and innovation.
Use AI and emerging technologies responsibly to improve efficiency, insight, and competitive advantage.
Apply enterprise-wide thinking and sound, data-driven, risk-aware judgment.
Model and promote white-glove hospitality and personalized, proactive experiences for clients and colleagues.
Assist the Head Teller with ATM proofs and teller proof work as needed.
Work as a teller when required.
Assist customers requesting access to the safe deposit area in accordance with security procedures.
Participate in community organizations and activities to enhance the bank’s image and develop business and referral sources.
Perform other duties as assigned.