Peapack Private Bank & Trust · 2 days ago
Platinum Client Service Officer
Bedminster, NJ
Full-time
Onsite
New Grad, Entry Level
$51K/yr - $68K/yrPeapack Private Bank & Trust is a well-recognized boutique bank that excels in wealth, lending, and deposit solutions. The Platinum Client Service Officer supports the Platinum Service Team by managing client relationships, onboarding clients, and coordinating with various bank departments to ensure excellent service delivery.
AdviceFinancial ServicesWealth Management
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
Qualification
Required
College Degree required
If degree is not in Finance or related field, previous customer service experience is required
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
Preferred
Internship or previous corporate experience in field of Finance is preferred
Previous customer service experience is also preferred
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
Competitive compensation package
Generous paid time off program
Comprehensive medical, dental and vision coverage
Maternity/paternity leave
Education reimbursement
Wellness programs
Participation in an Employee Stock Purchase Program
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
201-500 employees
Funding
Current Stage
Growth StageRecent News
2025-10-04
2025-07-22
Company data provided by crunchbase