Universal Banker II

Company Overview:

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.

Position Overview:

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

Key Responsibilities:


* 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...