About the position
Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy. What makes Peapack Private different from our competition? We are an institution that's over 100 years old 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 sixth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.
Responsibilities
- Maintain the confidentiality of the Bank and its customers
- Sell financial products and services primarily within the bank network of customers and contacts
- Support and promote the PGB Financial Services Department throughout the branch network
- Generate leads from the bank network of customers and contacts
- Consults with and advises clients regarding appropriate asset allocation
- Remain current with all FINRA license requirements
- Directs sales and maintains contact with client
Requirements
- Bachelor's degree in business, finance or related field
- Must currently have and maintain FINRA and state insurance license
- Must have at least three years of current sales experience
- Knowledge to satisfy all compliance requests and regulations for the broker/dealer
- Ability to interact effectively and tactfully with bank branch clients and bank personnel from other departments either in person or over the telephone
- Good managerial, strong analytical and sales skills
- Working knowledge of Microsoft Access, Outlook, Word, Excel, and Internet Explorer
- Excellent oral and written communication skills required
- Ability to read, write and speak English clearly
- Knowledge of own department's operations, policies, and procedures
- Must be an organized, independent, and detail-minded individual
Nice-to-haves
- Attends required special events as needed as a representative of the Bank
- Special projects and other related duties as assigned
- Maintain a neat and orderly work area
- No direct reports
Benefits
- Competitive compensation package
- Generous paid time off program
- Comprehensive medical, dental and vision coverage
- Maternity/paternity leave
- Hybrid work environment (for most roles)
- Education reimbursement
- Wellness programs
- Participation in an Employee Stock Purchase Program
- 401K with a generous match
