Retail Client Experience Manager I

Description

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:

Assists the Retail Private Banker in the day-to-day operation of the Branch and manages the insides sales process.

In the Retail Private Banker's absence, runs the branch, manages sales and ensures staff is current compliance of internal and external policy and regulations.

Leads staff with regard to providing exceptional service to clients.

Key Responsibilities:

Assists the Retail Private Banker in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer needs for financial products and services.

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


* Identify and refer business to all lines including wealth, lending and financial services.

Assist staff with promoting the sale of the bank's products and services


* Cross-trains branch staff in current or revised policies and procedures to increase their knowledge and productivity.

Acts as a role model and provide coaching and training to employees to help improve both sales and operational performance and to prepare for additional responsibilities.


* Actively participates in ongoing training and regular sales meetings


* Assists Retail Private Banker in enforcing Bank security p...