Client Service & Quality Assurance 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!

The Customer Service & Quality Assurance Officer is responsible for ensuring the accuracy, completeness, and compliance of new account onboarding processes across the Bank. The role reviews client files, required documentation, and data entry within the account opening platform to verify adherence to internal policies, regulatory requirements (such as KYC/AML), and quality standards.

Candidates for this role must have strong communication skills, be enthusiastic, technologically savvy, able to recognize small errors by having high attention to detail. Willing to exceed our internal white glove experience. They must adopt and live our core principles and display actions reflecting "One Team" principles daily while maintaining all KYC and documentation standards required by bank policies.

Position Responsibilities

• Conduct quality control of client's new accounts' documentation to ensure it conforms to the bank's policies and procedures.
• Always maintain the confidentiality of the Bank and its
• Utilize the current bank technology and encourage Banking Teams to adopt the new technology offered.
• Responsible for reviewing and compiling daily work with comprehensive referencing of documents which must be acceptable for review by examiners to current BSA
• Verify the completeness of required new account Bank Forms and ensure all signatures are captured.
• Recommends changes and upgrades of internal quality assurance procedures based on research and findings during account reviews.
• Follow-up with the banking teams via emails, meetings and phone calls to obtain the missing information and incomplete documentation.
• Must remain current in all bank policies and applicable
• Special projects as required.

Required Qualifications:

• College Degree or equivalent banking experience and/or
• Ability to interact effectively and tactfully with all Bank personnel from other departments both in person, over the telephone and email.
• Working knowledge of Microsoft Outlook, Word, Excel, and Microsoft Edge
• Excellent oral and written communication
• Must be an organized, independent, and detail-minded individual
• Highly detail-oriented
• Knowledge of KYC/BSA/Anti-money laundering
• Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.

Desired

• Previous experience using Vikar systems and
• Prior experience with Silverlake and Xperience systems using Jack Henry & Associates
• Previous experience with creating custom designed reports to satisfy business

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.

Salary: $65,000 - $80,000, plus incentives