Universal Banker II (Float)

Peapack Private Bank & Trust•Morristown, NJ

51d•Onsite

About The Position

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. They provide a broad range of sought-after products and services designed to help clients establish, maintain, and grow their legacy through an innovative approach to private banking. The bank is recognized by American Banker as one of the nation’s “Best Banks to Work For.” They value a diverse, equitable, inclusive, and safe workplace with a one-team culture. The position is responsible for providing exceptional service to all existing and potential clients, managing the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, and executing service requests and transactions. The role 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 willing to exceed client and prospect expectations.

Requirements

High School diploma or GED
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
Ability to read, write and speak English clearly.
Maintain customer files.
Notary Public commission.
Assists Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients.

Nice To Haves

Fluency in other languages is 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 and encourage clients to use the most current branch technology.
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 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.
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.
Maintain customer files.
Act as a Notary Public.
Assist Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients.