Treasury and Client Service Officer

Peapack-Gladstone Bank • Melville, NY

273d

About The Position

The Treasury Management Client Services Associate will serve as a key liaison, providing exceptional client service and operational support across the Treasury Management and Private Banking divisions. This role requires a high degree of organizational skills, analytical expertise, and the ability to coordinate multiple priorities in a fast-paced environment.

Requirements

• Bachelor's degree or equivalent work experience.
• Minimum of 5 years of experience in a Treasury Management support role.
• Experience serving affluent customers.
• Passion for delivering exceptional client service levels that go well beyond client expectations.
• Strong organizational, interpersonal, and time-management skills.
• High degree of accuracy, attention to detail, and problem-solving ability.
• Excellent written, verbal, and listening communication skills.
• Ability to work independently in a fast-paced environment and prioritize tasks effectively.
• Sales and business acumen with an entrepreneurial spirit.
• Expertise in Microsoft Power Point, Word, and Excel; ability to learn and navigate bank systems and tools.

Responsibilities

• Deliver a superior level of customer service to clients via phone, email and support ticket systems.
• Assist clients with inquiries related to treasury management services, deposit accounts and other bank products.
• Coordinate client service and product delivery across various Peapack Private Bank & Trust lines of business.
• Identify cross-sell opportunities and facilitate referrals to appropriate departments (Wealth, Commercial/Consumer Loan, Retail, etc.).
• Prepare and orchestrate Treasury client onboarding, including documents for accounts, treasury management services and other accounts.
• Manage BankSight platform: data maintenance, pipeline reporting, and other reporting.
• Prepare pitch books, market research materials, and Requests for Proposals.
• Research industries and analyze historical trends, strategic priorities, peer comparisons, and other key metrics.
• Attend meetings to facilitate client onboarding and servicing.
• Proactively recognize client needs and provide thoughtful solutions while maintaining professionalism under pressure.
• Support and train new team members, fostering a collaborative and high-performing team environment.
• Contribute to special projects as assigned, ensuring accuracy, timeliness and attention to detail in all deliverables.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Competitive PTO package
• 401k match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree