Universal Banker at Peapack Private Bank & Trust
Summit, NJ 07902
About the Job
Peapack Private Bank & Trust is immediately seeking Passionate Employees to provide a boutique Peapack Private experience!
APPLY NOW
The Universal Banker is responsible for providing exceptional boutique service experience to all existing & potential clients. They will manage the full client experience efficiently by identifying cross-sell opportunities, making referrals to partnering business lines, & executing service requests and transactions. This exciting role will have the opportunity to assume limited management responsibilities in the absence of the Retail Private Banker & Retail Client Experience Manager. We are looking for those unique individuals who have strong communication skills, are enthusiastic, technologically savvy, able to recognize sales & deposit growth opportunities, & passionate about exceeding our clients/prospects expectations in every interaction. They must adopt & live our core principals & display actions reflecting “Clients First” & “One Team” principles daily.
If you are passionate about providing unparalleled service by enhancing the lives of customers through products & services that meet their needs and growing a career with a trusted institution that values, not only our customers, but our stellar team as well, then we want to speak with YOU!
Universal Banker Benefits:
- Competitive Compensation w/ quarterly incentive potential!
- Very Lucrative Referral Bonuses
- Outstanding Benefits for Full Time Employees (Medical, Dental, Vision, Disability, Life)
- 401k w/ match
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Competitive PTO package
- Tuition Reimbursement
- Mental Healthcare
- AND MORE!
Full & Part Time Universal Banker Qualifications:
- Must have High School diploma or GED
- Must be flexible to work within our banking hours (M, T, W, F - 8:30am-5pm/ Th - 8:30am-6pm/ Sat - 8:30am-12pm)
- Previous Customer Service/Sales Experience in Retail Hospitality preferred but NOT required
- Previous Banking/Financial Service Experience a PLUS but NOT required
- Must prioritize being in-service to others (internally & externally) w/ ability to “go the extra mile” in fulfilling client needs
- Proactively takes initiative to improve the customer experience & team efficiency
- Builds strong relationships (internally & externally) w/ ability to effectively interact with all organization levels
- Operates with integrity; demonstrates adaptability, work commitment, & positive performance in all situations
- Willing to dress & behave in a professional manner
- Ability to read, write, & speak clearly in English (Fluency in other languages a PLUS but NOT required)
At Peapack Private Bank & Trust we are a high-performing boutique private 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. We are looking for passionate employees who embrace different ways of thinking and have a strong need to provide clients with an exceptional, memorable, service experience-one we like to call the “Peapack Private Experience.”
Why work with Peapack Private Bank & Trust? 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.