Client Service Officer II

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

Job summary

Une banque boutique de premier plan recherche un Assistant aux Banquiers Privés pour soutenir les opérations bancaires et offrir un service client exceptionnel. Le candidat idéal aura une formation en finance et une expérience dans le service client, avec des compétences organisationnelles et interpersonnelles solides. Ce rôle implique la préparation de documents, la recherche de marché et la communication avec les clients, le tout dans un environnement dynamique et collaboratif.

Benefits

Couverture médicale, dentaire et visuelle

PTO compétitif et correspondance 401k

Qualifications

• Expérience de 2-3 ans dans le service client dans le secteur bancaire.
• Compétences en communication orale et écrite.
• Capacité à apprendre les systèmes bancaires et à prioriser de manière autonome.

Responsibilities

• Assister les Banquiers Privés dans la gestion des clients et des documents.
• Préparer des Pitch Books et des analyses de marché.
• Fournir un service client excellent et résoudre les problèmes.

Skills

Communication efficace

Organisation

Interpersonnel

Multitâche

Education

Baccalauréat ou expérience équivalente

Tools

Microsoft Office Suite

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 sought-after products and services that fulfill clients' needs. We offer an innovative approach to private banking to help clients establish, maintain, and expand their legacy.

What makes Peapack Private different? We are an institution over 100 years old that prioritizes the well-being and needs of our employees and clients. Recognized for six consecutive years by American Banker as one of the 'Best Banks to Work For,' our culture is our secret. We value diversity, equity, inclusion, and a safe workspace. Our one-team culture fosters transparency, respect, and kindness throughout the organization.

Employees can get involved through various committees such as Wellness, Employee Fun, Diversity & Inclusion, Environmental Awareness, and through community service activities. We also have LIFT, a group dedicated to empowering women—Leading Inspiring Females Together. Our culture is truly exceptional!

The role involves acting as a liaison between Private Bankers and clients, assisting with financial needs, and supporting Private Bankers with their duties.

Position Responsibilities

• Support Private Bankers with Salentica (CRM) & Credit Track: management, maintenance, pipeline reporting, and report generation.
• Prepare Pitch Books for Private Bankers.
• Research industries, analyze company backgrounds, values, strategic priorities, and prepare peer analyses.
• Prepare term sheets, market research materials, and RFPs.
• Contact clients pre-loan closings and attend closings to assist with opening depository accounts.
• Provide excellent client service, coordinate service delivery, and resolve issues.
• Identify cross-sale opportunities and coordinate follow-up with relevant departments.
• Communicate with clients, prospects, referral sources, and internal teams.
• Assist in training Client Service Officers.
• Participate in special projects and other duties as assigned.

Required Qualifications

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

Desired

• Availability to attend special 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 will be notified of their rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor.