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Peapack Private Bank & Trust · 4 months ago

Retail Client Experience Manager (Assistant Branch Manager)

Bedminster, NJ

Full-time

Hybrid

Mid, Senior Level

$60K/yr - $70K/yr

5+ years exp

Peapack Private Bank & Trust is a leader in wealth, lending, and deposit solutions, recognized for its exceptional employee and client care. The Retail Client Experience Manager (Assistant Branch Manager) assists the Retail Private Banker in managing branch operations, sales processes, and staff training to ensure compliance and exceptional service delivery.

AdviceFinancial ServicesWealth Management

Responsibilities

Assists the Retail Private Banker in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer needs for financial products and services

Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships

Identify and refer business to all lines including wealth, lending and financial services. Assist staff with promoting the sale of the banks products and services

Cross-trains branch staff in current or revised policies and procedures to increase their knowledge and productivity. Acts as a role model and provide coaching and training to employee’s to help improve both sales and operational performance and to prepare for additional responsibilities

Actively participates in ongoing training and regular sales meetings

Assists Retail Private Banker in enforcing Bank security policies and procedures. Conducts branch audits on a regular basis

Is a leader in assisting staff with resolving operating and servicing issues

Prepares and reviews daily, weekly and monthly branch reports as required

Opens and closes accounts and solves daily client needs

Must be able to perform teller duties, prove the main cash vault, the ATM’s and coin machines, when needed and to ensure that teller work is processed and daily proof is performed in accordance with bank policies

Ensure compliance with all established internal policies and external regulations and suitability of the branch environment for business. Keeps 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

Serves as a role model for staff, provides guidance on appearance and dress, as needed

Qualification

Branch banking experienceCustomer service skillsSales techniquesBank products knowledgeMicrosoft Office proficiencyCommunity involvementNotary Public commissionConflict resolutionEffective communicationTeam managementIntegrityAdaptability

Required

High School diploma or GED

Minimum of five years' experience in branch banking

Ability to meet/exceed customer service needs, identify customers/project needs and prospecting clients

Working knowledge of bank's products & services, letters of credit, sweep accounts, zero balance accounts, concepts & techniques, and cash management services

Ability to model cross-selling techniques & close sales

Ability to resolve customer questions or complaints

Ability to manage staff and resolve conflicts

Ability to foster open communications; deliver presentations; demonstrate listening, speaking and written communication skills and translate technical materials

Ability to answer questions effectively; build relationships; build internal and external networks

Ability to act with integrity; demonstrate adaptability; work commitment; maintain a positive performance in all situations

Working knowledge of Microsoft Excel, Word, Access and Outlook

Ability to interact effectively and tactfully with all levels of the Bank

Ability to read, write and speak English clearly

Preferred

Notary Public commission

Assists Head Teller in ATM proofs, running of teller proof work as needed

Works as a Teller if required

Assist customers requesting assistance to safe deposit area in accordance with established security procedures

Participate in community organizations and activities to enhance the Bank's image and develop additional business and referral sources

Performs all other duties as assigned

Benefits

A generous paid time off program

Comprehensive medical, dental and vision coverage

Maternity/paternity leave

A hybrid work environment (for most roles)

Education reimbursement

Wellness programs

Participation in an Employee Stock Purchase Program

A 401K with a generous match

Company

Peapack Private Bank & Trust

Founded in 1921, Peapack Private Bank & Trust is a commercial bank that offers a client-centric approach to banking, providing high-quality products along with customized and innovative wealth management*, investment banking, commercial and personal solutions.

Founded in 1921

Bedminster, New Jersey, USA

201-500 employees