Client Service and Quality Assurance Officer

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs.

We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack Private different from our competition? We are an institution that's over 100 years old 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 Bank to Work For' across the nation.

Our secret sauce in one word is our 'culture'.

We value a diverse, equitable, inclusive and safe workspace.

Our one-team culture goes to great lengths to show all employees that they are valued members of the team.

We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

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

Said quite simply, the culture is amazing!

Position Summary

The Quality Assurance Officer is responsible for ensuring the accuracy, completeness, and compliance of new account onboarding processes across the Bank.

The role reviews client files, required documentation, and data entry within the account opening platform to verify adherence to internal policies, regulatory requirements (such as KYC/AML), and quality standards.

The QA Officer collaborates closely with front line teams, operations, and compliance to identify discrepancies, provide feedback, and recommend process enhancements.

Candidates for this role must have strong communication skills, be enthusiastic, technologically savvy, able to recognize small errors by having high attention to detail.

Willing to exceed our internal white glove experience.

They must adopt and live our core principles and display actions reflecting "One Team" principles daily.

Responsibilities:


* Conduct quality control of client's new accounts' documentation to ensure it conforms to the bank's policies and procedures.


* Ability to work independently while reviewing accounts.


* Always maintain the confidentiality of the Bank and its clients.


* Utilize the most current bank technology and encourage banking teams to adapt to the technology offered.


* Responsible for compiling work with comprehensive referencing with reviewing accounts which must be accep...