Retail Client Experience Manager (Assistant Branch Manager)

Company Overview:

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!

Position Overview

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 with compliance of internal and external policy and regulations.

Leads staff with regard to providing exceptional service to clients.

Responsibilities

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 banks 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 employee's 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
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