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About the Role
The Client Service Officer (CSO) serves as a partner within the Commercial Banking team, responsible for managing complex client relationships and exercising independent judgment in the delivery of customized financial solutions for high-net-worth (HNW) clients, and their business.
Responsibilities
- Serve as an advisor and escalation point for HNW clients
- Onboard clients and ensure a white glove experience
- Exercise discretion in prioritizing client requests and resolving complex issues
- Provide guidance on banking products and service approaches
- Identify and mitigate operational and compliance risks
- Make determinations on escalation and exception handling
- Serve as a subject matter expert on KYC/AML
- Assist group directors with other tasks as needed
Requirements
- Advanced knowledge of banking operations and products
- General understanding of CRM system
- Ability to interact professionally with all levels of management and external clients
- Strong decision-making and analytical skills
- Working knowledge of Microsoft Outlook, Word, Excel, and Internet Explorer
Skills
- AI and technology tools
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Internet Explorer
Experience Level
- 3-5 years of relevant experience
Education Level
- Bachelor’s degree in Finance, Business, Economics, or related field preferred
Salary/Compensations
- $79,918 to $87,000
- Opportunity to earn performance-based incentives
Benefits
- Competitive compensation package
- Generous paid time off program
- Comprehensive medical, dental and vision coverage
- Maternity/paternity leave
- Education reimbursement
- Wellness programs
- Employee Stock Purchase Program
- 401K with a generous match
About the Company
- 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.
- 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.