Universal Banker II Part Time

Peapack Private Bank & Trust•Clinton, NJ

30d•$41,556 - $48,000•Onsite

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. The bank is over 100 years old and has always believed in putting the well-being and needs of its employees and clients first. It is recognized for the eighth consecutive year by American Banker as one of the ‘Best Bank to Work For’ across the nation. The culture values a diverse, equitable, inclusive and safe workspace. The one-team culture goes to great lengths to show all employees that they are valued members of the team. Employees are treated as family, with transparent and frequent communication, respect for feedback from all levels, and a philosophy of hospitality and general human kindness. There are multiple ways to build relationships and get involved, from joining Cultural Ambassador Sub-Committees focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in community service activities through Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). The position is responsible for providing exceptional service to all existing and potential clients. The role will manage the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions. The Universal Banker II will assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager. Candidates must have strong communication skills, be enthusiastic, technologically savvy, able to recognize sales and deposit growth opportunities and be willing to exceed client and prospect expectations in every interaction. They must adopt and live the core principles and display actions reflecting “Clients First” and “One Team” principles daily.

Requirements

High School diploma, GED or equivalent required
Must be flexible to work within our banking hours: M, T, W, F from 8:30am to 5pm, Th from 8:30am to 6pm, Sat from 8:30am to 12pm
Customer experience in Retail or Hospitality preferred, Banking experience a plus
Ability to go the extra mile to fulfill a clients’ needs
Values being in-service to others, internally and externally and enjoys working with others to create a productive working environment
Willing to grow and work in an environment where feedback is willingly given and received
Proactively takes initiative to improve customer experience and team efficiency
Builds strong relationships both internally and externally; ability to interact effectively with all levels throughout the organization
Possesses intellectual curiosity to learn the Banks’ products, procedures and services
Operates with integrity; demonstrates adaptability, work commitment, and a positive performance in all situations
Willing to dress and behave in a professional manner

Nice To Haves

Banking experience a plus

Responsibilities

Deliver service to clients in the manner they want to be treated while demonstrating all required service protocols and best practices.
Effectively learn the most current branch technology and encourage clients to use the technology offered. Introduce clients to the available technology and educate them on the ease of usage.
Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Identify clients with additional profit potential and develop action plans to expand these relationships.
Actively participate in ongoing training and regular sales meetings.
Understand partner’s roles and all products and services PGB offers to help uncover the expressed and unexpressed needs of our clients and prospects.
Proficiently open all products offered such as checking, money market, CDs, IRAs, Netteller, Debit Cards and complete credit card and loan applications.
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.
Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager.
Assist 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.
Ensure all work is processed and proof at days end.
Maintain the confidentiality of the Bank and its clients at all times while providing courteous and efficient client service. Strive to provide exemplary service by anticipating client needs when promoting the bank’s products and services.
Apply critical thinking by using logic and reasoning to identify solutions, conclusions and approaches to problem solving.
Comply with all internal policies and external regulations. Demonstrate knowledge of policies and procedures with the ability to apply this knowledge in real situations.
Stay current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc.
Operate with agility and adaptability, responding effectively to changing priorities and business needs.
Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow.
Utilize AI and technology tools responsibly to enhance productivity and decision-making.
Show ownership and critical thinking, using sound judgment to solve problems and deliver results.
Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction.
Maintain customer files.
Obtain and maintain a Notary Public commission.
Assist Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients.