Assistant Financial Center Manager

Peapack Private Bank & Trust; Lakewood Township (NJ); On-site; USD 65,000 - 83,000; Full time

Benefits offered by this job

Medical insurance

Dental, Vision

401K match

Education reimbursement

Stock Purchase Program

Job summary

Peapack Private Bank & Trust in Lakewood, NJ is seeking an Assistant Financial Center Manager to lead client relationships and drive performance in a high-volume financial center.

The role partners with the Financial Center Manager to deliver integrated banking solutions, coach staff and maintain a strong control environment while delivering exceptional client service.

Qualifications

• 4 to 6+ years of retail banking or related experience.
• Experience supervising or coaching teams.
• Knowledge of consumer, business, lending, digital and wealth solutions.
• Understanding of banking regulations, risk management and audit controls.
• Bilingual capability based on market needs preferred.

Responsibilities

• Set white-glove service standards and manage high-value client relationships.
• Partner with the Financial Center Manager to execute the business plan and achieve financial goals.
• Lead daily sales, service, staffing and priorities as acting manager when delegated.
• Maintain strong control environment and audit readiness across cash handling, security, and operations.

Skills

Coaching

Problem-solving

Relationship building

Communication

Education

Bachelor's degree preferred

Associate's degree or higher

Tools

Notary Public

Job description

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Assistant Financial Center Manager

Locations

Showing 1 location

Lakewood, NJ 08701, USA

• On-site
• Retail
• Full-Time

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: 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.
• Use scorecards, client segments, attrition and market information to identify opportunities and develop action plans.
• Lead outside calling, community engagement and centers-of-influence development to acquire and deepen profitable relationships.
• Coordinate wealth, lending, commercial, treasury and Personal Banking partners to deliver suitable, integrated client solutions.

Team Leadership, Coaching and Development

• Serve as the primary acting manager and independently direct daily sales, service, staffing and operational priorities when delegated.
• Conduct structured huddles, coaching discussions and performance follow-up that improve colleague results and behaviors.
• Support onboarding, cross-training, development plans and readiness planning that build Financial Center bench strength.
• Set clear expectations, recognize performance, address routine execution gaps and reinforce an inclusive One Team culture.

Operations, Risk and Enterprise Partnership

• Maintain a strong control environment and audit readiness across cash handling, staffing, security, sales, service and operations.
• Review reports, exceptions, losses, complaints and process trends and implement corrective action within assigned authority.
• Apply sound judgment to identify and raise operational, fraud, reputational, human-capital and sales-practice risk.
• Support nearby Financial Centers, market initiatives and enterprise partners and serve as an operational and client-service resource as assigned.
• Lead with agility and adaptability, responding effectively to changing priorities, ambiguity and client needs.
• Demonstrate intellectual curiosity and continuous learning, using feedback, data and market insight to improve results.
• Use AI, automation and emerging technologies responsibly to improve efficiency, insight and client service while protecting confidentiality and applying human judgment.
• Apply enterprise-wide thinking and sound judgment, balancing client needs, risk discipline, profitability and long-term trust.
• Model white-glove hospitality through personalized, proactive and high-touch experiences for clients, prospects, colleagues and partners.

Qualifications

• Associate's or Bachelor's degree or equivalent combination of education and relevant work experience; Bachelor's degree preferred.
• 4 to 6+ years of retail banking, Financial Center operations, relationship management or comparable financial services experience, including lead, supervisory or significant coaching responsibility preferred.
• Demonstrated success supporting Financial Center growth, client retention, team accountability and operational integrity in a higher-volume or more complex environment.
• Strong coaching, problem-solving, performance follow-up and relationship-development skills.
• Strong working knowledge of consumer, business, lending, digital, treasury and wealth solutions, with the ability to coordinate appropriate recommendations and referrals.
• Strong understanding of Financial Center operations, risk management, audit controls and banking regulations; ability to meet applicable SAFE Act, NMLS, Bank policy and regulatory requirements.
• Experience serving as acting manager, established centers-of-influence, affluent client experience, Notary Public commission and bilingual capability based on market needs preferred.

Supervision:

Direct Reports: None formally assigned unless designated; provides daily work direction, coaching and performance input as delegated.

Indirect Reports: Financial Center colleagues when serving as acting manager or leading assigned initiatives.

External and Vendor Relationships:

Financial Center clients and prospects, business owners, community and civic organizations, professional networks, centers of influence, referral partners and other external parties involved in business development and client service.

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 $65,000 to $83,000, plus an opportunity to earn 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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