Client Service Officer II

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

Job summary

Peapack-Gladstone Bank is seeking a liaison to support Private Bankers in managing client relationships and financial services. The role involves preparing materials, conducting research, and ensuring excellent client service while contributing to a culture that values teamwork and inclusivity. Ideal candidates will have a strong background in customer service within banking and possess effective communication skills.

Benefits

Medical, dental, and vision coverage

Competitive PTO and 401k match

Qualifications

• 2-3 years in a customer service role in banking or financial services, preferably with affluent clients.
• Knowledge of KYC protocols and onboarding workflows.
• Ability to learn Bank systems and prioritize tasks independently.

Responsibilities

• Supporting Private Bankers with CRM management and report generation.
• Preparing Pitch Books and market research materials.
• Providing excellent client service and coordinating relationship management.

Skills

Effective interaction skills

Organizational abilities

Interpersonal abilities

Excellent communication skills in English

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office

Salentica

Salesforce

Job 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 sixth 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 ways 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 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!

The role involves acting as a liaison between Private Bankers and their clients, assisting with financial needs, expectations, and banking services. The position also supports Private Bankers with various duties.

Position Responsibilities

• Supporting Private Bankers with Salentica (CRM) & Credit Track: management, maintenance, pipeline reporting, and report generation.
• Preparing Pitch Books for Private Bankers.
• Researching industries, analyzing company backgrounds, values, strategic priorities, and preparing peer analysis.
• Preparing term sheets, market research materials, and RFPs.
• Contacting clients pre-loan closings and attending loan closings to open depository accounts.
• Providing excellent client service, coordinating relationship management, and problem solving.
• Identifying and referring cross-sale opportunities, and coordinating client follow-up.
• Communicating information to clients, prospects, referral sources, and internal teams.
• Assisting in training Client Service Officers.
• Handling special projects and other duties as assigned.

Required Qualifications

• Bachelor's degree or equivalent work experience.
• 2-3 years in a customer service role in banking or financial services, preferably with affluent clients.
• Effective interaction skills, organizational and interpersonal abilities.
• Knowledge of Microsoft Office and Internet Explorer.
• Experience with CRM platforms like Salesforce/Salentica.
• Experience with KYC protocols and onboarding workflows.
• Excellent communication skills in English.
• Ability to learn Bank systems, prioritize tasks independently.

Desired

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

Benefits

• Medical, dental, and vision coverage.
• Competitive PTO and 401k match.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Applicants are informed of their rights under federal employment laws. For more information, see the Know Your Rights notice from the Department of Labor.