Retail Client Manager

Locations

Gladstone, 190 Main St, Gladstone, NJ 07934, USA

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.

Assists the Retail Private Banker in the day-to-day operation of the Branch and manages the insides sales process. In the Retail Private Banker’s absence, runs the branch, manages sales and ensures staff is current compliance of internal and external policy and regulations. Leads staff with regard to providing exceptional service to clients.

• Assists the Retail Private Banker in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer needs for financial products and services.
• Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships.
• Identify and refer business to all lines including wealth, lending and financial services. Assist staff with promoting the sale of the bank’s products and services.
• Cross-trains branch staff in current or revised policies and procedures to increase their knowledge and productivity. Acts as a role model and provide coaching and training to employees to help improve both sales and operational performance and to prepare for additional responsibilities.
• Actively participates in ongoing training and regular sales meetings.
• Assists Retail Private Banker in enforcing Bank security policies and procedures. Conducts branch audits on a regular basis.
• Is a leader in assisting staff with resolving operating and servicing issues.
• Prepares and reviews daily, weekly and monthly branch reports as required.
• Opens and closes accounts and solves daily client needs.
• Must be able to perform teller duties, prove the main cash vault, the ATM’s and coin machines, when needed and to ensure that teller work is processed and daily proof is performed in accordance with bank policies.
• Ensure compliance with all established internal policies and external regulations and suitability of the business environment. Keeps current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc.
• Serves as a role model for staff, provides guidance on appearance and dress, as needed.

• High School diploma or GED
• Minimum of two years’ experience in branch banking
• Ability to meet/exceed customer service needs, identify customers/project needs and prospecting clients
• Working knowledge of bank’s products & services, letters of credit, sweep accounts, zero balance accounts, concepts & techniques, and cash…