Universal Banker II

1 week ago

Summit, NJ, United States Peapack Private Bank & Trust Full time
Company Overview:

Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions. At Peapack Private, our clients are cared for by a single point of contact and are served by empowered employees who consistently go above and beyond to provide exceptional service and offer a boutique private banking experience.

What makes Peapack Private different? We are an institution 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 seventh consecutive year by American Banker as one of the "Best Banks to Work For" across the nation. In addition, we were selected as Crain's Best Places to work in NYC for our inaugural year, 2024. Our secret sauce in one word is our 'culture'.

At Peapack Private, we value a diverse and inclusive workspace, deeply committed to growing leaders at all levels of the organization thorough mentorship, career pathing, and professional development. There are multiple ways to build relationships and get involved - from joining our Cultural Ambassador Committee focused on areas like Wellness, Fun, Inclusion, or Environmental Awareness - to involvement in community service activities through Volunteerism. Said quite simply, the culture and the people who work here are amazing

Position Overview:

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

Key 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 in 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 banks 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.
Qualifications:
  • 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 the 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. Fluency in other languages is a plus.
  • Maintain customer files
  • Notary Public commission
  • Assists Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients
  • Bending/Standing for prolonged periods
  • Reading small print
  • Lift up to 25 lbs
  • Push/Pull up to 25 lbs
  • Computer for prolonged periods

Benefits Overview:

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, a hybrid work environment (for most roles), education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

The approximate pay range for this position is $41,556 to $55,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Note: Incentives and/or benefits packages may vary depending on the position.

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