Retail Client Experience Manager (Assistant Branch Manager)

Retail Client Experience Manager (Assistant Branch Manager)

Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions. At Peapack Private, our clients are cared for by a single point of contact and are served by empowered employees who consistently go above and beyond to provide exceptional service and offer a boutique private banking experience.

What makes Peapack Private different? We are an institution 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 seventh consecutive year by American Banker as one of the "Best Banks to Work For" across the nation. In addition, we were selected as Crain's Best Places to work in NYC for our inaugural year, 2024. Our secret sauce in one word is our 'culture'.

At Peapack Private, we value a diverse and inclusive workspace, deeply committed to growing leaders at all levels of the organization thorough mentorship, career pathing, and professional development. There are multiple ways to build relationships and get involved - from joining our Cultural Ambassador Committee focused on areas like Wellness, Fun, Inclusion, or Environmental Awareness - to involvement in community service activities through Volunteerism. Said quite simply, the culture and the people who work here are amazing!

Position Overview : Assists the Retail Private Banker in the day-to-day operation of the Branch and manages the insides sales process. In the Retail Private Banker's absence, runs the branch, manages sales and ensures staff is current with compliance of internal and external policy and regulations. Leads staff with regard to providing exceptional service to clients.

Responsibilities :

• 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.

Qualifications Required :

Desired :

Benefits Overview :

We offer a competitive compensation package, 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 and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.

The approximate pay range for this position is $59,720 to $70,000 USD plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Note : Incentives and / or benefits packages may vary depending on the position.