Personal Banking Training & Support Specialist

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Showing 1 location

Bedminster, NJ 07921, USA

• On-site
• Retail
• Full-Time
• Requisition #: PERSO
  002316

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking.

What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation’s “Best Banks to Work For.” Our secret sauce, in a word, is our culture.

We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness.

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Simply put, our culture is amazing.

Key Responsibilities:

Training Design and Delivery

• Develop, deliver and continuously improve engaging training for Personal Banking systems, products, policies, procedures, transaction processing and consultative service.
• Facilitate classroom, virtual and on-the-job learning for new and existing Bankers, adapting content to audience needs and business priorities.
• Partner with Personal Banking Administration and subject-matter experts on programs covering KYC, business entities, trusts, IRAs, lending and client experience.
• Create and maintain clear job aids, reference materials, refresher courses and communications for process or regulatory updates.

Onboarding, Records and Program Management

• Coordinate new-hire training schedules and placements with designated training branches and maintain the onboarding checklist.
• Evaluate learner progress, provide timely updates to the Retail Training Manager and Personal Banking Administration, and confirm readiness before program completion.
• Maintain accurate training transcripts and monitor completion of required onboarding, regulatory and career-development learning.
• Assess program effectiveness and update content, delivery methods and schedules to support Personal Banking goals.

Operational Support and Partnership

• Provide knowledgeable support to Financial Center colleagues on core banking systems, transaction processing and operational discrepancies, including scanning, cash and bond differences.
• Coach Bankers on consistent execution, effective client conversations and personalized, white-glove service.
• Stay current on Personal Banking procedures, products, technology and regulatory requirements and translate changes into practical guidance.
• Follow all Bank policies, internal controls and applicable regulations, including BSA/AML, privacy, security and customer-identification requirements.
• 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…