Retail Private Banking Experience Lead

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

Benefits offered by this job

Competitive compensation

Generous paid time off

Medical, dental and vision coverage

Maternity/paternity leave

Education reimbursement

Wellness programs

Employee Stock Purchase Program

401K with employer match

Job summary

Peapack Private Bank & Trust seeks a Retail Client Experience Manager I in Califon, NJ to run daily branch operations and lead the sales team. You will identify opportunities, coach staff, and ensure service excellence while maintaining strict compliance with policies and regulations.

The role requires at least two years in branch banking, a high school diploma or GED, and strong customer service and communication skills. On-site duties include teller tasks and opening/closing accounts.

Qualifications

• High School diploma or GED.
• Minimum of two years’ experience in branch banking.
• Ability to meet/exceed customer service needs and prospecting clients.
• Working knowledge of bank products & services, letters of credit, sweep accounts, zero balance accounts, cash management.
• Ability to model cross-selling techniques & close sales.
• Ability to resolve customer questions or complaints.
• Ability to manage staff and resolve conflicts.
• Ability to read, write and speak English clearly.
• Notary Public commission.

Responsibilities

• Identify and refer business to all lines including wealth, lending and financial services.
• Cross-trains branch staff in current or revised policies and procedures.
• Actively participates in ongoing training and regular sales meetings.
• Assists Retail Private Banker in enforcing Bank security policies and procedures.
• Leads staff with regard to providing exceptional service to clients.
• Prepares and reviews daily, weekly and monthly branch reports as required.
• Opens and closes accounts and solves daily client needs.
• Perform teller duties when needed and ensure cash vault and ATMs are balanced.
• Ensure compliance with internal policies and external regulations.
• Lead with agility, adaptability, and continuous learning, leveraging AI and technology.

Skills

Customer service

Sales skills

Communication

Education

High School diploma or GED

Tools

Microsoft Excel

Microsoft Word

Microsoft Access

Microsoft Outlook

Notary Public commission

Job description

Peapack Private Bank & Trust seeks a Retail Client Experience Manager I in Califon, NJ to run daily branch operations and lead the sales team. You will identify opportunities, coach staff, and ensure service excellence while maintaining strict compliance with policies and regulations.

The role requires at least two years in branch banking, a high school diploma or GED, and strong customer service and communication skills. On-site duties include teller tasks and opening/closing accounts.