Platinum Client Service Officer I

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 Platinum Service Team currently consists of 8 individuals with varied banking experience.

We open accounts for and service the bank's high-net worth client base across all of the bank's various divisions.

Most of the relationships housed with Platinum are from the Commercial & Industrial banking group, followed by Commercial Real Estate and Peapack Private Wealth Management.

These relationships can be highly complex and the Team partners with all areas of the bank to setup and service the clients' needs.

The team also prepares various reports for the executive business line heads including a bi-weekly deposit pipeline.

Key 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 comm...