Private Banking Client Service Lead

Peapack Private Bank & Trust; New York (NY); On-site; USD 80,000 - 87,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid time off

Medical, dental, vision coverage

Maternity/paternity leave

Education reimbursement

Wellness programs

Employee Stock Purchase Program

401K with generous match

Job summary

Peapack Private Bank & Trust is seeking a Client Service Officer NYC to manage complex client relationships for high-net-worth individuals and their businesses. The role emphasizes delivering customized financial solutions with independent judgment in a private banking setting.

The CSO partners within the Commercial Banking team, onboarding clients and guiding them through product choices while maintaining strict risk and compliance standards.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• 3-5 years of relevant experience.
• Advanced knowledge of banking operations and products.
• General understanding of CRM system.

Responsibilities

• Serve as an advisor and escalation point for HNW clients.
• Onboards clients and ensures a white glove experience.
• Exercise discretion in prioritizing client requests and resolving complex issues.
• Provide guidance on banking products and service approaches.
• Identify and mitigate operational and compliance risks.
• Make determinations on escalation and exception handling.
• Serve as a subject matter expert on KYC/AML.
• Assists group directors with other tasks as needed.
• Operate with agility and adaptability, responding to changing priorities.
• Demonstrate curiosity and a learning mindset.

Skills

CRM experience

Advanced banking operations

Analytical skills

Microsoft Office

Education

Bachelor’s degree in Finance or related field

Tools

CRM system

Microsoft Office (Outlook/Word/Excel)

Job description

Peapack Private Bank & Trust is seeking a Client Service Officer NYC to manage complex client relationships for high-net-worth individuals and their businesses. The role emphasizes delivering customized financial solutions with independent judgment in a private banking setting.

The CSO partners within the Commercial Banking team, onboarding clients and guiding them through product choices while maintaining strict risk and compliance standards.