Retail Private Banker II
Peapack Private Bank & Trust
Morristown, NJ
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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Bank Management, Banking Regulations, Banking Services, Business Development, Business Growth, Business Loans, Business Plan, Cash Management, Coaching, Commercial Loans, Communication Skills, Community and Social Services, Cross-Selling, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer Training, Diversity, English Language, Federal Deposit Insurance Corp (FDIC), Financial Services, High School Diploma, Insurance, Loans, Maintain Compliance, Market Share, Microsoft Access Database, Microsoft Excel, Microsoft Outlook, Microsoft Word, Negotiation Skills, Operations, People Management, Philosophy, Policy Development, Presentation/Verbal Skills, Private Banking, Problem Solving Skills, Product Design, Regulations, Resolve Customer Issues, Retail, Safety/Work Safety, Sales, Sales Closing Skills, Sales Prospecting, Service Delivery, Staff Development, Technical Writing, Track Customer Issues, Vehicle Driving, Volunteer Experience, Writing Skills
LOCATION
Morristown, NJ
POSTED
30+ days ago
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 acquire new relationships.
- Participate in community organizations and activities to enhance the Bank's image and develop additional business and referral sources.
- Measure service levels against customer expectations; identify quality gaps and follow-up with action plans to address these. Resolve complex servicing problems, particularly for most profitable relationships.
- Ensure compliance with all established internal policies and external regulations and suitability of the branch environment for business.
- Ability to handle large amounts of cash.
- Keep current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc.
- Work closely with Retail Client Experience Manager to ensure all team members are coached in the areas of service, sales and policy.
- Management team is responsible for hiring selection and development of branch staff. Oversees the daily operations of the branch and review the work of the Retail Client Experience Manager.
Qualifications:
- High School diploma or GED
- Minimum of five to ten years experience in branch banking
- Ability to meet/exceed customer service needs, identify customers/project needs and prospecting clients
- Working knowledge of bank's products & services, letters of credit, sweep accounts, zero balance accounts, concepts & techniques, and cash management services
- Ability to model cross-selling techniques & close sales
- Ability to resolve customer questions or complaints
- Ability to manage staff and resolve conflicts
- Ability to foster open communications; deliver presentations; demonstrate listening, speaking and written communication skills and translate technical materials
- Ability to answer questions effectively; build relationships; build internal and external networks
- Ability to act with integrity; demonstrate adaptability; work commitment; maintain a positive performance in all situations
- Working knowledge of Microsoft Excel, Word, Access and Outlook
- Ability to interact effectively and tactfully with all levels of the Bank
- Ability to read, write and speak English clearly
- Must be able to drive a car
- Strong communication skills, enthusiastic, and be willing to exceed our clients and prospects expectations with every interaction.
- Solid sales skills and possess the ability to effectively negotiate, communicate and educate our clients and prospects of products, services and the PGB brand.
- Have a basic understanding of Cash Management products and services with an understanding of the implementation.
- Maintain customer files
- Assists Business Development Officer and Commercial Loan Officers on business calls to existing and potential new clients
Benefits Overview:
We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.
The approximate pay range for this position is $72,653 to $100,000, plus an opportunity to earn generous performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.
Note: Incentives and/or benefits packages may vary depending on the position.
About the Company
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