Platinum Client Service 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 sixth 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 way 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 provides support to the Platinum Service Team, including, but not limited to: the Senior Managing Director, the Team's clients, and the Partners and Wealth Officers on new business prospecting, onboarding and maintaining relationships, and branch functions.

Partners with Deposit Services, Loan Operations, Treasury Operations and Sales, Escrow, Compliance and Risk, and Branch Admin.

Tasked with producing necessary reports to different divisions and executive managers, and the occasional special project.

Position Responsibilities:


* Client Service: Provides excellent service to clients & bank partners.

Accept and process all client requests and work with other team members and departments to ensure positive resolution of all client needs.

Provides general management of client relationships, and coordinate service & product delivery from all other divisions of the Bank.


* Sales support/Client On-boarding support: Orchestrates client on-boarding, including all necessary documentation for opening/closing accounts, KYC, funding, and post close follow up.

Supports Platinum team members and other internal team members as needed with sales, service, prospecting, client or market research including preparing for new business appointments.

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

Assist int...