Universal Banker II

48 Deforest Ave, Summit, NJ 07901, USA

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!

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.

• 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…