Universal Banker I Full Time
Company: Peapack-Gladstone Bank
Location: Califon
Posted on: May 27, 2023
|
|
|
Job Description:
Peapack-Gladstone Bank 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-Gladstone Bank 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 fifth
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 (an committee focused on enriching the lives of women -
Leading Inspiring Females Together). Said quite simply, the culture
is amazing!
Position Overview
Responsible for providing exceptional service to all existing and
potential clients. Will manage the full client experience
efficiently by identifying cross-sell opportunities, making
referrals to partnering business lines and executing service
requests and transactions. Candidates for this role must have
strong communication skills, be enthusiastic, technologically
savvy, able to recognize sales and deposit growth opportunities and
be willing to exceed our clients and prospects expectations in
every interaction. They must adopt and live our core principals and
display actions reflecting "Clients First" and "One Team"
principles daily.
Responsibilities
1. 30%
Must learn to deliver service to clients in the manner they want to
be treated while demonstrating all required service protocols and
best practices.
Effectively learn the most current branch technology and can
encourage clients to use the technology offered. Must learn to
introduce clients to the available technology and educate them on
the ease of usage.
2. 20%
Actively participate in ongoing training and regular sales
meetings.
Understand partner's roles and all products and services PGB offers
to help uncover the expressed and unexpressed needs of our clients
and prospects.
3. 30%
Process a variety of transactions such as deposits, withdrawals,
transfers, loan payment processing, IRAs, CDs, closing and
maintenance to accounts to solve the daily needs of our
clients.
Assists with the daily operation of the branch including reporting,
audits, proving the main cash vault, preparing cash for shipments
and ordering coin and currency for the branch as needed.
Ensure all work is processed and in proof at days end.
4. 10%
Maintain the confidentiality of the Bank and its clients at all
times, while providing courteous and efficient client service.
Strive to provide exemplary service by anticipating client needs
when promoting the banks products and services.
Ability to apply critical thinking by using logic and reasoning to
identify solutions, conclusions and approaches to problem
solving.
5. 10%
Must comply with all internal policies and external regulations.
Demonstrate knowledge of policies and procedures with the ability
to apply this knowledge in real situations.
Stay 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
Qualifications
Qualifications
Required
--- Maintain customer files
--- Notary Public commission
--- Assists Branch Management, Community Bankers and Commercial
Loan Officers on business calls to existing and potential new
clients
Desired
---Sitting for prolonged periods
--'Bending/Standing for prolonged periods
---Walking for prolonged periods
--'Reading small print
--' Lift up to 25 lbs.
--' Push/Pull up to 25 lbs.
--- Filing for prolonged periods
---Telephone for prolonged periods
---Computer for prolonged periods
Benefits
Peapack-Gladstone Bank offers medical, dental, and vision coverage
to full-time employees, in addition to a competitive PTO package
and 401k match.
Equal Opportunity Employer/Protected Veterans/Individuals with
Disabilities
The contractor will not discharge or in any other manner
discriminate against employees or applicants because they have
inquired about, discussed, or disclosed their own pay or the pay of
another employee or applicant. However, employees who have access
to the compensation information of other employees or applicants as
a part of their essential job functions cannot disclose the pay of
other employees or applicants to individuals who do not otherwise
have access to compensation information, unless the disclosure is
(a) in response to a formal complaint or charge, (b) in furtherance
of an investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractor's legal duty to furnish information. 41 CFR
60-1.35(c)
Keywords: Peapack-Gladstone Bank, Trenton , Universal Banker I Full Time, Other , Califon, New Jersey
|
Click
here to apply!
|
