Client Service Officer II

Peapack-Gladstone Bank; Bedminster Township (NJ); On-site; USD 50,000 - 70,000; Full time

Job summary

Peapack Private Bank & Trust seeks a Client Relationship Associate to act as a liaison between Private Bankers and clients. This role involves supporting financial needs, managing client relationships, and delivering exceptional service. The ideal candidate will have a bachelor's degree and relevant experience in banking or financial services.

Benefits

Comprehensive medical, dental, and vision coverage

Competitive PTO and 401(k) matching

Qualifications

• 2-3 years in a customer service role within banking or financial services.
• Proficiency in CRM platforms like Salesforce or Salentica.
• Knowledge of KYC protocols and onboarding workflows.

Responsibilities

• Support Private Bankers with CRM management and report generation.
• Prepare Pitch Books and market research materials.
• Deliver excellent client service and assist in relationship management.

Skills

Communication

Interpersonal Skills

Organizational Skills

Education

Bachelor's degree or equivalent experience

Tools

Salentica

Salesforce

Microsoft Office Suite

Job description

Peapack Private Bank & Trust - Client Relationship Associate

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 over 100 years old that has always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized for the sixth consecutive year by American Banker as one of the 'Best Bank to Work For' nationwide. Our secret is our 'culture'—a diverse, equitable, inclusive, and safe workspace where all employees are valued. We foster a one-team culture emphasizing transparency, respect, feedback, and kindness.

Employees can engage through various initiatives like Cultural Ambassador Sub-Committees focused on Wellness, Employee Fun, Diversity & Inclusion, Environmental Awareness, or through community service activities via our Volunteerism outreach. We also have LIFT, a committee dedicated to empowering women—Leading Inspiring Females Together. Our culture is truly exceptional!

Position Overview

This role acts as a liaison between Private Bankers and their clients, serving as the primary contact for clients' financial needs and supporting Private Bankers in their duties.

Key Responsibilities

1. Support Private Bankers with Salentica (CRM) & Credit Track management, maintenance, pipeline reporting, and report generation.
2. Prepare Pitch Books for Private Bankers.
3. Research industries, analyze company backgrounds, values, strategic priorities, and prepare peer analyses.
4. Prepare term sheets, market research materials, and RFPs.
5. Contact clients pre-loan closings and attend loan closings to facilitate depository account openings.
6. Deliver excellent client service, assisting with relationship management, coordinating service delivery, and resolving issues.
7. Identify cross-sale opportunities and coordinate follow-up with relevant departments.
8. Communicate information effectively with clients, prospects, referral sources, and internal teams.
9. Assist in training Client Service Officers.
10. Handle special projects and other duties as assigned.

Minimum Qualifications

• Bachelor's degree or equivalent experience.
• 2-3 years in a customer service role within banking or financial services, preferably with affluent clients.
• Effective communication and interpersonal skills, with the ability to interact tactfully in person and over the phone.
• Proficiency in Microsoft Office Suite and Internet Explorer.
• Experience with CRM platforms like Salesforce or Salentica.
• Knowledge of KYC protocols, record-keeping, and onboarding workflows.
• Excellent oral and written communication skills in English.
• Ability to learn bank systems, tools, policies, and procedures.
• Strong organizational skills and the ability to prioritize independently.

Preferred Qualifications

• Availability to attend special events as a Bank representative.
• Experience with Silverlake or Xperience systems.

Benefits

• Comprehensive medical, dental, and vision coverage.
• Competitive PTO and 401(k) matching.

Peapack Private Bank & Trust is an Equal Opportunity Employer and values diversity. For your rights under federal employment laws, please review the Know Your Rights notice from the Department of Labor.