Universal Banker II

Peapack Private Bank & Trust•Bridgewater Township, NJ

4d•$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. There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing! Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager. Candidates for this role must have strong communication skills, be enthusiastic, technologically savvy, able to recognize sales and deposit growth opportunities and be willing to exceed our clients and prospects’ expectations in every interaction. They must adopt and live our core principals 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

Must learn to 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 can encourage clients to use the technology offered. Must learn to 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 client’s 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.
Assists 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
Ability to apply critical thinking by using logic and reasoning to identify solutions, conclusions and approaches to problem solving.
Must 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
Notary Public commission
Assists Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients