Retail Client Experience Manager I

Peapack Private Bank & Trust; Califon (NJ); On-site; USD 51,000 - 63,000; Full time

Benefits offered by this job

Competitive compensation package

Paid time off

401K with match

Employee Stock Purchase Program

Education reimbursement

Job summary

Peapack Private Bank & Trust is seeking a Retail Client Experience Manager I to support the Retail Private Banker in a full-time on-site capacity in Califon, NJ. You will manage day-to-day branch operations, drive sales, and ensure staff compliance while delivering high-touch client service.

Responsibilities include expanding consumer and business relationships, promoting the bank’s products, and leading staff through training and coaching. Notary public certification is required.

Qualifications

• High School diploma or GED.
• Minimum of two years’ experience in branch banking.
• Ability to meet/exceed customer service needs and identify customer needs.
• Knowledge of bank products and services, including cash management and related services.
• Notary Public commission.

Responsibilities

• Assist Retail Private Banker in developing, expanding and managing consumer and business relationships within a branch.
• Lead staff in sales and ensure compliance with internal/external policies and regulations.
• Open/close accounts and perform teller duties when needed; handle daily client needs and branch operations.
• Prepare and review daily, weekly and monthly branch reports; conduct branch audits and ensure security policies.

Skills

Branch banking experience

Customer service

Notary Public

Education

High School diploma or GED

Tools

Microsoft Excel

Microsoft Word

Microsoft Access

Microsoft Outlook

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.

Retail Client Experience Manager I

Locations

Showing 1 location

Califon, NJ 07830, USA

• On-site
• Retail
• Full-Time
• Requisition #: RETAI002334

Description

Description

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients’ needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack Private different from our competition? We are an institution that’s over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the eight consecutive year, by American Banker as one of the ‘Best Bank to Work For’ across the nation. Our secret sauce in one word is our ‘culture’. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involv... (s contains ")

Position Overview:

Assists the Retail Private Banker in the day-to-day operation of the Branch and manages the insides sales process. In the Retail Private Banker’s absence, runs the branch, manages sales and ensures staff is current compliance of internal and external policy and regulations. Leads staff with regard to providing exceptional service to clients.

Key Responsibilities:

Assists the Retail Private Banker in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer needs for financial products and services. Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships.

• Identify and refer business to all lines including wealth, lending and financial services. Assist staff with promoting the sale of the bank’s products and services
• Cross-trains branch staff in current or revised policies and procedures to increase their knowledge and productivity. Acts as a role model and provide coaching and training to employees to help improve both sales and operational performance and to prepare for additional responsibilities.
• Actively participates in ongoing training and regular sales meetings
• Assists Retail Private Banker in enforcing Bank security policies and procedures. Conducts branch audits on a regular basis
• Is a leader in assisting staff with resolving operating and servicing issues
• Prepares and reviews daily, weekly and monthly branch reports as required
• Opens and closes accounts and solves daily client needs
• Must be able to perform teller duties, prove the main cash vault, the ATM’s and coin machines, when needed and to ensure that teller work is processed and daily proof is performed in accordance with bank policies.
• Ensure compliance with all established internal policies and external regulations and suitability of the business environment. Keeps current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc.
• Serves as a role model for staff, provides guidance on appearance and dress, as needed.
• Lead with agility and strategic adaptability, navigating complexity and driving clarity in a changing environment
• Champion a culture of intellectual curiosity and continuous learning, challenging assumptions and fostering innovation
• Leverage AI and emerging technologies to drive efficiency, insight, and competitive advantage while ensuring responsible use
• Demonstrate enterprise-wide thinking and sound judgment, applying data-driven, risk-aware decision-making
• Model and instill white-glove hospitality, setting the standard for personalized, proactive, and high‑touch client and colleague experiences

Qualifications:

• High School diploma or GED
• Minimum of two years’ experience in branch banking
• Ability to meet/exceed customer service needs, identify customers/project needs and prospecting clients
• Working knowledge of bank’s products & services, letters of credit, sweep accounts, zero balance accounts, concepts & techniques, and cash management services
• Ability to model cross-selling techniques & close sales
• Ability to resolve customer questions or complaints
• Ability to manage staff and resolve conflicts
• Ability to foster open communications; deliver presentations; demonstrate listening, speaking and written communication skills and translate technical materials
• Ability to answer questions effectively; build relationships; build internal and external networks
• Ability to act with integrity; demonstrate adaptability; work commitment; maintain a positive performance in all situations
• Working knowledge of Microsoft Excel, Word, Access and Outlook. Ability to interact effectively and tactfully with all levels of the Bank
• Ability to read, write and speak English clearly
• Notary Public commission
• Assists Head Teller in ATM proofs, running of teller proof work as needed
• Works as a Teller if required
• Assist customers requesting assistance to safe deposit area in accordance with established security procedures
• Participate in community organizations and activities to enhance the Bank’s image and develop additional business and referral sources
• Performs all other duties as assigned

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 $50,800 to $63,000, 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.