Assistant Financial Center Manager
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 eight 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 Overview: The Assistant Financial Center Manager is a senior, hands-on leader who partners with the Financial Center Manager to drive business growth, client loyalty, colleague performance and operational integrity within a larger, higher-volume or more complex Financial Center.
The role independently manages complex client needs and delegated business-plan responsibilities, provides structured coaching and serves as the primary acting manager when the Financial Center Manager is unavailable.
This position helps build bench strength, reinforces consistent execution and connects clients to the full capabilities of Peapack.
Key Responsibilities:
Client Experience and Relationship Management
* Set and model white-glove service standards that reflect Peapack hospitality, urgency, discretion and care.
* Manage complex or high-value client relationships and escalations, coordinating appropriate Bank partners through resolution.
* Lead proactive client outreach, relationship reviews, retention activity and portfolio-deepening efforts.
* Use client feedback, complaint trends and service data to identify root causes and recommend sustainable improvements.
Business Growth and Financial Center Performance
* Partner with the Financial Center Manager to execute the business plan, production pipeline, activity expectations and financial goals.
* Us...
- Rate: Not Specified
- Location: Lakewood, US-NJ
- Type: Permanent
- Industry: Finance
- Recruiter: Peapack Private Bank & Trust
- Contact: Not Specified
- Email: to view click here
- Reference: RETAI002320
- Posted: 2026-09-05 09:42:49 -
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