Private Banking Client Experience Specialist

Accounts; Clinton (NJ); On-site; USD 41,556 - 48,000; Full time

Benefits offered by this job

401K with generous match

Employee Stock Purchase Program

Paid time off

Job summary

Peapack Private Bank & Trust seeks a customer-focused Retail Associate in Clinton, NJ. The role delivers exceptional service to clients, identifies cross-sell opportunities and supports branch operations in a fast-paced environment.

You will learn and promote our technology tools, maintain confidentiality, and work within flexible hours to meet customer needs. The position is full-time, on-site, with a compensation range aligned to hourly targets and internal pay scales.

Qualifications

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

Responsibilities

• Provide exceptional service to all existing and potential clients.
• Identify cross-sell opportunities and referrals to partnering lines.
• Educate clients on branch technology and banking tools.
• Assist with daily branch operations, including audits and end-of-day processes.
• Maintain confidentiality and deliver white-glove hospitality in every interaction.

Skills

Customer experience

Banking experience

Education

High School diploma, GED or equivalent

Notary Public commission

Job description

Peapack Private Bank & Trust seeks a customer-focused Retail Associate in Clinton, NJ. The role delivers exceptional service to clients, identifies cross-sell opportunities and supports branch operations in a fast-paced environment.

You will learn and promote our technology tools, maintain confidentiality, and work within flexible hours to meet customer needs. The position is full-time, on-site, with a compensation range aligned to hourly targets and internal pay scales.