Platinum Client Service Officer I

Peapack Private Bank & Trust is a well-recognized high-performing boutique bank and a leader in wealth lending and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish maintain and grow their legacy through an innovative approach to private banking.

What makes Peapack Private different from our competition As an institution with over 100 years of history we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by American Banker for the eighth consecutive year as one of the nations Best Banks to Work For. Our secret sauce in a word is our culture.

We value a diverse equitable inclusive and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner respect and consider feedback from all levels and operate with a philosophy grounded in hospitality and genuine human kindness.

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness Employee Fun Diversity & Inclusion or Environmental Awareness) to participating in community service activities through our Volunteerism outreach to joining LIFT (Leading Inspiring Females Together) a committee focused on enriching the lives of women. Simply put our culture is amazing.

Position Overview:

The Platinum Service Team currently consists of 8 individuals with varied banking experience. We open accounts for and service the banks high-net worth client base across all of the banks various divisions. Most of the relationships housed with Platinum are from the Commercial & Industrial banking group followed by Commercial Real Estate and Peapack Private Wealth Management. These relationships can be highly complex and the Team partners with all areas of the bank to setup and service the clients needs. The team also prepares various reports for the executive business line heads including a bi-weekly deposit pipeline.

Key Responsibilities:

• Client Service: Provides excellent service to clients & bank partners. Accept and process all client requests and work with other team members and departments to ensure positive resolution of all client needs. Provides general management of client relationships and coordinate service & product delivery from all other divisions of the Bank.
• Sales support/Client On-boarding support:Orchestrates client on-boarding including all necessary documentation for opening/closing accounts KYC funding and post close follow up. Supports Platinum team members and other internal team members as needed with sales service prospecting client or market research including preparing for new business appointments. Coordinate delivery of information and communication with clients prospects referral sources and internal partners. Assist internal partners and senior management with the coordination and marketing of client/prospecting functions as they pertain to C&I CRE and Wealth.
• Written verbal and in person interaction with high-net-worth & business clients on a regular basis.
• Input and approval of client transfers and a full range of maintenance on the Silverlake OnBoard & Jack Henry Xperience systems.
• Responsible for day-to-day activity in the service center which includes phone coverage client interaction during on site meetings and assist with office supply management.
• Reporting duties:Prepare custom reporting for senior executives as needed including deposit pipeline report and end of month/quarter line of business production reports. Create and customize reports as needed for Senior Management Platinum Service Team as well as other areas of the bank utilizing Salesforce (Pardot) Excel Microsoft Power BI and any other necessary systems.
• Within 6 months proficiency needed in Microsoft Power BI and internal bank executive reporting.
• General understanding of CRM functionality and enough working knowledge to troubleshoot and self-direct and problem solve for unexpected issues.
• Special projects as assigned.

Qualifications:

• College Degree required.
• If degree is not in Finance or related field previous customer service experience is required.

• Internship or previous corporate experience in field of Finance is preferred. Previous customer service experience is also preferred.
• Ability to interact effectively and tactfully with all clients and Bank personnel from other departments both in person or over the telephone
• Working knowledge of Microsoft Access Outlook Word Excel and Internet Explorer
• Excellent oral and written communication skills
• Must be an organized independent and detail-minded individual
• Must be proficient in gathering financial and KYC information from client and inputting data in order to open and service deposit accounts.
• Knowledge of KYC/BSA/Anti-money laundering regulations.
• Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.

Nonessential Skills and Experience:

• Previous experience using Salesforce or another Client Relationship Management system
• Prior experience using Silverlake or the Xperience system
• Previous experience with creating custom designed reports tailored to the needs and preferences of bank executives.

Benefits Overview:

We offer a competitive compensation package a generous paid time off program comprehensive medical dental and vision coverage maternity/paternity leaveeducation 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 $55000 to $60000 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.

Required Experience:

Unclear Seniority