Client Service Officer II

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.

What makes Peapack Private different from our competition? We are an institution that's over 100 years old 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 sixth consecutive year, by American Banker as one of the 'Best Bank to Work For' across the nation. Our secret sauce in one word is our 'culture'. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

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!

Liaison between the Private Bankers and their respective clientele. This position will be the point of contact for clientele assisting them with their financial needs, expectations, and banking services. Direct assistance will also be provided to multiple Private Bankers with respect to their duties and responsibilities.

Position Responsibilities

• Responsible for supporting multiple Private Bankers with Salentica (CRM) & Credit Track: management, maintenance, pipeline reporting and report generation.
• Preparation of Pitch Books for the Private Bankers.
• Researching various industries and analyzing historical background, company values, strategic priorities, future considerations and preparing peer analysis as well.
• Preparation of term sheets, materials for market research and "Request for Proposals"
• Contacting clients pre-loan closings and/or attending loan closings for the purposes of opening depository accounts required as a condition of the loan approval.
• Provide excellent client service ("The Peapack Private Experience) to clients including assistance with relationship management, coordinating client service and product delivery among various Peapack Private Lines-of-Business and general problem solving.
• Identify and refer cross-sale opportunities and coordinate client follow-up with the appropriate area i.e.: Wealth, Loan, Retail and Consumer Loan Departments.
• Prepare the delivery of information and communication with clients, prospects, referral sources and internal partners.
• Assist in the training of Client Service Officers (I).
• Special projects and other related duties as assigned.

• Bachelor's degree or equivalent work experience required.
• A minimum of least 2 - 3 years' experience in customer service role in banking or other financial services industry, preferably dealing with an affluent customer base.
• Ability to interact effectively and tactfully with clients and other Bank personnel; either in person or over the telephone. Strong organizational, coordination and interpersonal skills.
• Working knowledge of Microsoft Access, Outlook, Word, Excel, and Internet Explorer
• Previous experience in utilizing Salesforce/Salentica or another customer relationship management (CRM) platform to track interactions, manage accounts, and enhance client engagement.
• Experience in maintaining accurate records, verifying identity information, and enforcing compliance protocols for Know Your Customer requirements
• Experience in onboarding workflows to enhance efficiency, client satisfaction, and retention
• Excellent oral and written communication skills required.
• Ability to read, write and speak English clearly.
• Ability to develop command of Bank operating systems, platforms, tools, policies and procedures relative to scope of position.
• Ability to multi-task, also identify and execute priorities in an independent work manner.

Desired

• Ability to attend special events as needed as a representative of the Bank.
• Prior experience using Silverlake or the Xperience system

Benefits

• Peapack Private Bank & Trust offers medical, dental, and vision coverage to full-time employees, in
• addition to a competitive PTO package and 401k match.