Community Private Banker

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Posted on May 22, 2026

Showing 1 location

Red Bank, NJ 07701, USA

• On-site
• Community Banking
• Full-Time
• Requisition #: COMMU
  002277

Company Overview:

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.

Position Overview:

The Community Private Banker is responsible for developing, managing, and expanding a portfolio of small business client relationships with annual revenue between $5MM-$25MM, while delivering a high‑touch, private banking experience. This role serves as a trusted advisor across clients’ business financial needs, with a focus on deposits, lending, treasury and cash management solutions, and referrals to wealth/trust and specialty banking partners.

The Community Private Banker is expected to generate new profitable relationships through proactive business development, community involvement, networking, referrals, and centers of influence. This role works collaboratively with internal partners to deliver customized, relationship‑based solutions consistent with Peapack Private Bank & Trust’s client‑focused culture, service standards, and compliance requirements.

Key Responsibilities:

• Originate new business opportunities consisting of loans, deposits, treasury management and wealth and develop, manage, and grow a portfolio of small business client relationships through proactive calling efforts, networking, referrals, and centers of influence
• Serve as the primary point of contact for assigned clients, delivering proactive, responsive, and consultative client experience
• Manage and prepare responses to Requests for Proposal (RFPs) for nonprofit and municipal organizations.
• Proactively work with Community Banking Underwriting team throughout loan process on loans ranging in size from $500k-$3 Million, including creation of deal screen memo, term sheet preparation, client dialogue, negotiation, and closing process.
• Maintain a prospect list of 25-50 high quality business targets within the market at all times
• Utilize the bank's Customer Relationship Management (CRM) system to document client interactions, manage pipeline activity, track referrals, and support effective relationship development
• Maintain current knowledge of applicable banking products, services, policies, procedures, and regulatory requirements, including BSA/AML, CRA, Reg. DD, Reg. CC, privacy, and FDIC insurance requirements
• Participate in community, professional, and business development…