Preferred Banker - Garden City, NY

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

The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients.

They will be responsible for managing the overall client experience by efficiently by identifying cross-sell opportunities, presenting referrals to partnering business lines, and transactions.

The Preferred Banker adopts and lives our core principals and display actions reflecting "Clients First" and "One Team" principles daily

Position Responsibilities:


* Provide exceptional service to clients and bank partners.

Accept and process all client request and work with other team members and partners to ensure the resolution of all client needs.

Provide general management of client relationships to coordinate service and product delivery from all other divisions of the bank.


* Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products, while proactively looking to identify additional potential opportunities to expand relationships.


* Oversee client onboarding processes, ensuring all necessary documentation for opening and closing accounts complies with state and federal guidelines.

Coordinate the delivery of information and communication with clients, prospects, referral sources, and internal partners.


* Process a variety of transactions such as deposits, withdr...