Universal Banker II

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

Benefits offered by this job

Competitive compensation package

Paid time off

Medical, dental, vision coverage

401K with match

Employee Stock Purchase Program

Job summary

Peapack Private Bank & Trust is seeking a Retail Private Banker in Summit, NJ to deliver exceptional service to existing and prospective clients. You will manage the full client experience, identify cross-sell opportunities, and coordinate with partner lines to fulfill client needs.

The role requires strong communication, a service mindset, and a willingness to work within branch hours to support clients, drive deposit growth, and uphold our culture of hospitality and integrity.

Qualifications

• High School diploma, GED or equivalent required.
• Notary Public commission required.
• Bilingual proficiency in English and Spanish is highly preferred to support diverse client base.

Responsibilities

• Provide exceptional service to all clients, existing and prospective.
• Manage full client experience and identify cross-sell opportunities.
• Refer clients to partnering business lines and execute service requests and transactions.
• Assist with daily branch operations and compliance with policies.

Skills

Customer service

Bilingual English/Spanish

Education

High School diploma or GED

Notary Public

Job 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.

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 involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women – Leading Inspiring Females Together). Said quite simply, the culture is amazing!

Position Overview

Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and Retail Client Experience Manager. Candidates for this role must have strong communication skills, be enthusiastic, technologically savvy, able to recognize sales and deposit growth opportunities and be willing to exceed our clients and prospects’ expectations in every interaction. They must adopt and live our core principals and display actions reflecting “Clients First” and “One Team” principles daily.

Key Responsibilities

• Must learn to deliver service to clients in the manner they want to be treated while demonstrating all required service protocols and best practices.
• Effectively learn the most current branch technology and can encourage clients to use the technology offered. Must learn to introduce clients to the available technology and educate them on the ease of usage.
• Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Identify clients with additional profit potential and develop action plans to expand these relationships.
• Actively participate in ongoing training and regular sales meetings.
• Understand partner’s roles and all products and services PGB offers to help uncover the expressed and unexpressed needs of our client’s and prospects.
• Proficiently open all products offered such as checking, money market, CDs, IRAs, Netteller, Debit Cards and complete credit card and loan applications.
• Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.
• Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager.
• Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed.
• Ensure all work is processed and proof at days end.
• Maintain the confidentiality of the Bank and its clients at all times while providing courteous and efficient client service. Strive to provide exemplary service by anticipating client needs when promoting the bank’s products and services
• Ability to apply critical thinking by using logic and reasoning to identify solutions, conclusions and approaches to problem solving.
• Must comply with all internal policies and external regulations. Demonstrate knowledge of policies and procedures with the ability to apply this knowledge in real situations.
• Stay 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.

Key Behavioral Expectations

• Operate with agility and adaptability, responding effectively to changing priorities and business needs
• Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow
• Utilize AI and technology tools responsibly to enhance productivity and decision‑making
• Show ownership and critical thinking, using sound judgment to solve problems and deliver results
• Deliver white‑glove hospitality, providing thoughtful, proactive, and personalized service in every interaction

Qualifications

• High School diploma, GED or equivalent required
• Must be flexible to work within our banking hours:
  • M, T, W, F from 8:30am to 5pm
  • Th from 8:30am to 6pm
  • Sat from 8:30am to 12pm
• Customer experience in Retail or Hospitality preferred, Banking experience a plus
• Ability to go the extra mile to fulfill a clients’ needs
• Values being in-service to others, internally and externally and enjoys working with others to create a productive working environment
• Willing to grow and work in an environment where feedback is willingly given and received
• Proactively takes initiative to improve customer experience and team efficiency
• Builds strong relationships both internally and externally; ability to interact effectively with all levels throughout the organization
• Possesses intellectual curiosity to learn the Banks’ products, procedures and services
• Operates with integrity; demonstrates adaptability, work commitment, and a positive performance in all situations
• Willing to dress and behave in a professional manner

Required

• Maintain customer files
• Notary Public commission
• Assists Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients

Desired

• Bilingual proficiency in English and Spanish is highly preferred to support effective communication with our diverse client base.

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 $41,556 to $48,000, 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.

Note: Incentives and/or benefits packages may vary depending on the position.