Platinum Client Service Officer

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 sixth 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 provides support to the Platinum Service Team, including, but not limited to: the Senior Managing Director, the Team's clients, and the Partners and Wealth Officers on new business prospecting, onboarding and maintaining relationships, and branch functions. Partners with Deposit Services, Loan Operations, Treasury Operations and Sales, Escrow, Compliance and Risk, and Branch Admin. Tasked with producing necessary reports to different divisions and executive managers, and the occasional special project.

Position 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.

Essential Skills and Experience:

• 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

Peapack Private Bank & Trust offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.