Retail Private 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:

Manages and drives all aspects of sales development, operations and customer service activities within the branch.

Delivers financial service products to current and potential customers while meeting established sales and deposit goals and objectives as well as ensuring regulatory compliance within the assigned branch.

Key Responsibilities:


* Lead outside calling efforts as part of the growth and development of deposits, loans and wealth prospects.

As needed partnering with Relationship Bankers to help aid in the growth of overall market share within the assigned market.


* A leader in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer wealth needs for financial products.

Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships.


* Deliver business plan growth and income objectives; manage, coach and support all branch employees on sales aiding in the developing, managing and growing profitable customers relationships.

Monitor and control branch income and expense accounts, emphasizing error and loss containment.


* Ensure that products and services recommended are an appropriate fit for the client.

Cross-sell as appropriate and utilize sales programs like CRM, to a...