Personal Banking Training & Support 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

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page.

Personal Banking Training & Support Specialist

Locations

Showing 1 location

Bedminster, NJ 07921, USA

• On-site
• Retail
• Full-Time
• Requisition #: PERSO002316

Description

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking.

What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation’s "Best Banks to Work For." Our secret sauce, in a word, is our culture.

We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness.

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Simply put, our culture is amazing.

Key Responsibilities:

Training Design and Delivery

• Develop, deliver and continuously improve engaging training for Personal Banking systems, products, policies, procedures, transaction processing and consultative service.
• Facilitate classroom, virtual and on-the-job learning for new and existing Bankers, adapting content to audience needs and business priorities.
• Partner with Personal Banking Administration and subject-matter experts on programs covering KYC, business entities, trusts, IRAs, lending and client experience.
• Create and maintain clear job aids, reference materials, refresher courses and communications for process or regulatory updates.

Onboarding, Records and Program Management

• Coordinate new-hire training schedules and placements with designated training branches and maintain the onboarding checklist.
• Evaluate learner progress, provide timely updates to the Retail Training Manager and Personal Banking Administration, and confirm readiness before program completion.
• Maintain accurate training transcripts and monitor completion of required onboarding, regulatory and career-development learning.
• Assess program effectiveness and update content, delivery methods and schedules to support Personal Banking goals.

Operational Support and Partnership

• Provide knowledgeable support to Financial Center colleagues on core banking systems, transaction processing and operational discrepancies, including scanning, cash and bond differences.
• Coach Bankers on consistent execution, effective client conversations and personalized, white-glove service.
• Stay current on Personal Banking procedures, products, technology and regulatory requirements and translate changes into practical guidance.
• Follow all Bank policies, internal controls and applicable regulations, including BSA/AML, privacy, security and customer-identification requirements.
• Operate with agility and adaptability, responding effectively to changing priorities and business needs
• Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow
• Utilize AI and technology tools responsibly to enhance productivity and decision-making
• Show ownership and critical thinking, using sound judgment to solve problems and deliver results
• Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction

Qualifications

• Bachelor's degree and at least three years of banking or related experience, or a high school diploma or equivalent and five to seven years of banking experience.
• Training, facilitation or coaching experience in a group, customer-service or retail environment.
• Strong knowledge of Personal Banking operations, systems, products, policies and regulatory requirements.
• Excellent verbal, written, presentation and interpersonal skills, with the ability to engage learners and communicate with colleagues at all levels.
• Strong organizational, follow-up, listening, problem-solving and analytical skills.
• Proficiency with Microsoft Word, Excel, PowerPoint and related tools used to create training materials, reports and completion tracking.
• Ability to manage multiple priorities, meet established timelines and adapt content in a changing environment.
• Ability to work flexible hours and travel to Financial Center locations as needed.

Benefits Overview

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

The approximate pay range for this position is $68,456 to $87,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.