Client Service Officer II

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

Job summary

Peapack Private Bank & Trust seeks a Client Service Associate to act as a liaison between Private Bankers and clients. The role involves supporting banking services, managing client interactions, and ensuring excellent service delivery. Candidates should have a Bachelor's degree and experience in customer service within banking or financial services.

Benefits

Comprehensive medical, dental, and vision coverage

Generous PTO and 401(k) match

Qualifications

• 2-3 years in customer service within banking or financial services.
• Knowledge of KYC protocols and onboarding workflows.
• Availability to attend special events as a Bank representative.

Responsibilities

• Support Private Bankers with CRM & Credit Track management.
• Prepare Pitch Books and market research materials.
• Deliver excellent client service and assist with relationship management.

Skills

Effective communication

Interpersonal skills

Multi-tasking

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

CRM platforms (Salesforce/Salentica)

Job description

Peapack Private Bank & Trust - Client Service 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 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 is our 'culture'. We value a diverse, equitable, inclusive, and safe workspace. Our one-team culture emphasizes valuing all employees, fostering transparent communication, respecting feedback, and operating with hospitality and kindness.

Employees can get involved through various initiatives such as Cultural Ambassador Sub-Committees focused on Wellness, Employee Fun, Diversity & Inclusion, Environmental Awareness, community service activities, and the LIFT committee supporting women. Our culture is truly exceptional.

Position Overview

The Client Service Associate acts as a liaison between Private Bankers and their clients, serving as the primary contact for client needs, banking services, and support for Private Bankers' duties.

Key Responsibilities

1. Support Private Bankers with Salentica (CRM) & Credit Track management, pipeline reporting, and report generation.
2. Prepare Pitch Books and market research materials, including peer analysis and RFPs.
3. Coordinate client meetings, including pre-loan closings and account openings.
4. Deliver excellent client service, assist with relationship management, and coordinate product delivery.
5. Identify cross-sale opportunities and follow up with relevant departments.
6. Communicate effectively with clients, prospects, and internal teams.
7. Assist in training Client Service Officers.
8. Perform special projects and other duties as assigned.

Minimum Qualifications

• Bachelor's degree or equivalent experience.
• 2-3 years in customer service within banking or financial services, preferably with affluent clients.
• Effective communication and interpersonal skills.
• Proficiency in Microsoft Office and Internet applications.
• Experience with CRM platforms like Salesforce/Salentica.
• Knowledge of KYC protocols and onboarding workflows.
• Excellent oral and written communication skills.
• Ability to multi-task and prioritize independently.

Desired Skills

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

Benefits

• Comprehensive medical, dental, and vision coverage.
• Generous PTO and 401(k) match.

Peapack Private Bank & Trust is an Equal Opportunity Employer. For more information on your rights, please review the Know Your Rights notice from the Department of Labor.