Private Banking Associate — Client Growth & Service

Peapack Private Bank & Trust; Summit (NJ); On-site; USD 42,000 - 48,000; Full time

Benefits offered by this job

401K with generous match

Employee stock purchase program

Paid time off

Medical/dental/vision coverage

Job summary

Peapack Private Bank & Trust is seeking a customer-focused branch associate in Summit, NJ. You will deliver exceptional service, manage client interactions, and identify opportunities to cross-sell banking products to both existing and new clients.

The role requires Notary Public commission, strong communication, and a willingness to learn branch technology while maintaining compliance and confidentiality. Competitive pay and benefits accompany this position.

Qualifications

• Customer experience in Retail or Hospitality preferred.
• Banking experience a plus.
• Notary Public commission required.

Responsibilities

• Provide exceptional service to existing and prospective clients and manage the client experience.
• Identify cross-sell opportunities and refer to partnering lines.
• Process transactions, maintain accuracy, and uphold privacy and security.
• Assist branch management and maintain compliance with bank policies.
• Cultivate relationships and promote banking products to meet client needs.

Skills

Customer service

Communication

Banking knowledge

Education

High School diploma or GED

Notary Public commission

Job description

Peapack Private Bank & Trust is seeking a customer-focused branch associate in Summit, NJ. You will deliver exceptional service, manage client interactions, and identify opportunities to cross-sell banking products to both existing and new clients.

The role requires Notary Public commission, strong communication, and a willingness to learn branch technology while maintaining compliance and confidentiality. Competitive pay and benefits accompany this position.