Job Title: Universal Banker I (Part-Time) Location: Long Valley, NJ FLSA Status: Non-Exempt Department: Branch Administration Job Grade: 12
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 our clients' needs.
Key responsibilities: Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions.
Position Summary: Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all lines including wealth, lending and financial services.
Utilize sales programs to acquire new relationships. Actively participate in ongoing training and regular sales meetings. Willing to be cross trained to perform duties necessary to assist clients when management is not present.
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.
Participate in community organizations and activities to enhance the Bank's image and develop additional business and referral sources. Demonstrate a strong understanding of industry trends and how they impact the client.
Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers.
Ensure compliance with all established internal policies and external regulations. Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations.
Adhere strictly to compliance and operational risk controls in accordance with regulatory standards, policies and procedures. Complete regular reports as required
Keep 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: High School diploma or GED Minimum of one to three years retail banking experience Ability to meet/exceed customer service needs Working knowledge of bank's products & services Ability to cross-sell & close sales Ability to resolve customer questions or complaints Strong team player Ability to answer questions effectively; build relationships; build internal and external networks Ability to act with integrity; demonstrate adaptability; work commitment; maintain a positive performance in all situations Working knowledge of Microsoft Excel, Word, Access and Outlook Ability to interact effectively and tactfully with all levels of the Bank Ability to read, write and speak English clearly Must be able to drive a car
If you are ready to work at an organization where your knowledge and creative solutions are valued; where bureaucracy, red tape and endless layers of management are non-existent, Peapack-Gladstone Bank is the place for you.
It is Peapack-Gladstone Bank policy to provide equal employment opportunity for all persons by administering recruitment, hiring, training, promotion, compensation, benefits, and transfers, for all associates without discrimination because of race, color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity or any other legally protected status. Peapack-Gladstone Bank offers reasonable accommodation in the employment process for individuals with disabilities. If you need assi Associated topics: commercial loan, customer, loan, loan review, mortgage loan, mortgage loan officer, mortgage loan originator, mortgage underwriter, personal banker ii, personal banker iii
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.