Universal Banker II

Universal Banker II – Peapack Private Bank & Trust

We are looking for a Universal Banker II to provide exceptional client service at Peapack Private Bank & Trust.

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. We value a diverse and inclusive workspace and are committed to growing leaders at all levels through mentorship, career pathing, and professional development.

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 must have strong communication skills, be enthusiastic, technologically savvy, recognize sales and deposit growth opportunities, and be willing to exceed our client and prospect expectations in every interaction.

They must adopt and live our core principles and display actions reflecting “Clients First” and “One Team” principles daily.

• 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 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 clients 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 clients.
• Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager.
• Assist 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 day’s 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 bank’s products and services.
• Apply critical thinking by using logic and reasoning to identify solutions, conclusions and approaches to problem solving.
• 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.

• High School diploma or GED.
• Must be flexible to work within our banking hours:
  • Mon, Tue, Wed, Fri from 8:30 am to 5 pm.
  • Thurs from 8:30 am to 6 pm.
  • Sat from 8:30 am to 12 pm.
• Customer experience in Retail or Hospitality preferred;
  Banking experience a plus.
• Ability to go the extra mile to fulfill a client’s 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…