Financial Center Manager 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: The Financial Center Manager II is a senior, hands-on leader accountable for sustained growth, client experience, talent development and risk discipline within a larger, more complex or higher-volume Financial Center.

The role may also provide coaching, operational support or leadership influence across multiple Financial Centers, serving as a market resource and mentor to other leaders and colleagues.

Key Responsibilities:

Market Growth and Financial Performance


* Own and execute the business plan, production pipeline, profitability, expense discipline and goal achievement for a larger or more complex Financial Center.


* Use scorecards, income drivers, client segmentation, market trends and peer insights to identify growth opportunities and best practices.


* Lead advanced outside calling and centers-of-influence development to acquire and deepen high-value consumer, business, lending and wealth relationships.


* Coach Financial Center leaders and colleagues on pipeline management, relationship deepening, referral effectiveness and disciplined execution.

Executive Client Experience and Retention


* Set the standard for personalized, proactive and high-touch service across the assigned Financial Center or market scope.


* Own complex, high-value or sensitive client relationships and escalations through completion with transparent communication.


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