Platinum Client Service Officer

Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking. What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by American Banker for the eighth consecutive year as one of the nation's "Best Banks to Work For." Our secret sauce, in a word, is our culture . We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness. There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Simply put, our culture is amazing. Position provides support to the Platinum Service Team, including, but not limited to: the Senior Managing Director, the Team's clients, and the Partners and Wealth Officers on new business prospecting, onboarding and maintaining relationships, and branch functions. Partners with Deposit Services, Loan Operations, Treasury Operations and Sales, Escrow, Compliance and Risk, and Branch Admin. Tasked with producing necessary reports to different divisions and executive managers, and the occasional special project.

Position Responsibilities:

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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 t...