Retail Private Banker II (Branch Manager)

Accounts • Boonton, NJ

32d • $72,653 - $105,600 • 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! Position Overview Are you passionate about driving sales, managing operations, and delivering exceptional customer service? As a Branch Manager, you will lead and oversee all aspects of sales development, operations, and customer service within the branch. You'll deliver a wide range of financial service products to both current and potential customers, achieving established sales and deposit goals while ensuring regulatory compliance.

Requirements

• High School diploma or GED
• Minimum of five to ten years experience in retail banking
• Solid sales skills and possess the ability to effectively negotiate, communicate and educate our clients and prospects of retail products, services and the PGB brand.
• Ability to model cross-selling techniques & close sales using client profiling skills
• Ability to resolve customer questions or complaints
• Ability to manage staff and resolve conflicts
• Ability to foster open communications; deliver presentations; demonstrate listening, speaking and written communication skills and translate technical materials
• Ability to answer questions effectively; build relationships; build internal and external networks
• Ability to act with integrity; demonstrate adaptability; work commitment; maintain a 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
• Must be able to drive a car
• Strong communication skills, enthusiastic, and be willing to exceed our clients and prospects expectations with every interaction.

Responsibilities

• Lead outside calling efforts to grow deposits, loans, and wealth prospects.
• Partner with Relationship Bankers to increase market share within the assigned market.
• Develop, expand, and manage consumer and business account relationships within the branch, focusing on meeting customer wealth needs.
• Identify customers with additional profit potential and create action plans to expand these relationships; utilize sales programs to acquire new relationships.
• Deliver business plan growth and income objectives; manage, coach, and support all branch employees on sales, aiding in the development and growth of profitable customer relationships.
• Monitor and control branch income and expense accounts, emphasizing error and loss containment.
• Ensure recommended products and services are appropriate for the client.
• Cross-sell as needed and utilize sales programs like CRM to acquire new relationships.
• Participate in community organizations and activities to enhance the Bank’s image and develop additional business and referral sources.
• Measure service levels against customer expectations; identify quality gaps and implement action plans to address these.
• Resolve complex servicing problems, particularly for the most profitable relationships.
• Ensure compliance with all established internal policies and external regulations, maintaining a suitable branch environment for business.
• Handle large amounts of cash efficiently and securely.
• Stay current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, and FDIC insurance provisions.
• Collaborate with the Retail Client Experience Manager to ensure all team members receive coaching in service, sales, and policy.
• Manage the hiring, selection, and development of branch staff.
• Oversee daily branch operations and review the work of the Retail Client Experience Manager.

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.
• The approximate pay range for this position is $72,653.00 to $105,600.00 USD plus an opportunity to earn performance-based incentives.
• Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.
• Note: Incentives and/or benefits packages may vary depending on the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED