Personal Banking Training & Onboarding Specialist

Peapack Private Bank & Trust; Bedminster Township (NJ); On-site; USD 68,000 - 87,000; Full time

Benefits offered by this job

Competitive compensation

Employee Stock Purchase Program

401K with match

Job summary

Peapack Private Bank & Trust in Bedminster, NJ is seeking a Personal Banking Training & Support Specialist to design, deliver and improve training for our private banking systems, products and policies. You will onboard new hires, track progress, and ensure regulatory and career development requirements are met, while partnering with branches to provide practical guidance and white-glove service.

This role requires a Bachelor's degree or equivalent experience, strong presentation skills, and the

Qualifications

• Bachelor's degree or higher required; or 5+ years banking experience with equivalent training background.
• Experience in training, facilitation or coaching in retail or customer-service settings.
• Strong knowledge of Personal Banking operations and regulatory requirements.
• Excellent communication and presentation abilities.
• Proficiency with MS Office and training materials tools.

Responsibilities

• Design, deliver and improve training for Personal Banking systems, products, policies and procedures.
• Coordinate onboarding schedules and track learner progress.
• Provide operational support and guidance to Financial Center colleagues.
• Maintain training transcripts and update content as needed.
• Ensure compliance with BSA/AML, privacy and regulatory requirements.

Skills

Training Facilitation

Coaching

Group Training

Customer Service

Verbal Communication

Written Communication

Interpersonal Skills

Presentation Skills

Organizational Skills

Time Management

Adaptability

Education

Bachelor's degree

High School Diploma

Tools

Microsoft Word

Excel

PowerPoint

Job description

Peapack Private Bank & Trust in Bedminster, NJ is seeking a Personal Banking Training & Support Specialist to design, deliver and improve training for our private banking systems, products and policies. You will onboard new hires, track progress, and ensure regulatory and career development requirements are met, while partnering with branches to provide practical guidance and white-glove service.

This role requires a Bachelor's degree or equivalent experience, strong presentation skills, and the