Treasury and Client Service 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 Treasury Management Client Services Associate will serve as a key liaison, providing exceptional client service and operational support across the Treasury Management and Private Banking divisions. This role requires a high degree of organizational skills, analytical expertise, and the ability to coordinate multiple priorities in a fast-paced environment.

Position Responsibilities

Client Services & Relationship Management:

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  • Deliver a superior level of customer service to clients via phone, email and support ticket systems.
  • Assist clients with inquiries related to treasury management services, deposit accounts and other bank products.
  • Coordinate client service and product delivery across various Peapack Private Bank & Trust lines of business.
  • Identify cross-sell opportunities and facilitate referrals to appropriate departments (Wealth, Commercial/Consumer Loan, Retail, etc.)
  • Prepare and orchestrate Treasury client onboarding, including documents for accounts, treasury management services and other accounts.
  
  
  
  

Operational Support

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  • Manage BankSight platform: data maintenance, pipeline reporting, and other reporting.
  • Prepare pitch books, market research materials, and Requests for Proposals.
  • Research industries and analyze historical trends, strategic priorities, peer comparisons, and other key metrics.
  • Attend meetings to facilitate client onboarding and servicing.
  
  
  
  

Problem Solving and Team Collaboration

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  • Proactively recognize client needs and provide thoughtful solutions while maintaining professionalism under pressure
  • Support and train new team members, fostering a collaborative and high-performing team environment.
  • Contribute to special projects as assigned, ensuring accuracy, timeliness and attention to detail in all deliverables.
  
  
  
  

REQUIRED QUALIFICATIONS:

• Education:
  
  
  
  • Bachelor's degree or equivalent work experience
  
  
  
  
• Experience:
  
  
  
  • Minimum of 5 years of experience in a Treasury Management support role
  • Experience serving affluent customers
  
  
  
  
• Skills and Attributes:
  
  
  
  • Passion for delivering exceptional client service levels that go well beyond client expectations.
  • Strong organizational, interpersonal, and time-management skills.
  • High degree of accuracy, attention to detail, and problem-solving ability.
  • Excellent written, verbal, and listening communication skills.
  • Ability to work independently in a fast-paced environment and prioritize tasks effectively.
  • Sales and business acumen with an entrepreneurial spirit.
  • Expertise in Microsoft Power Point, Word, and Excel; ability to learn and navigate bank systems and tools.
  
  
  
  

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.