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 Summary:

Position works collaboratively with one or more client advisors of Peapack Private to provide a white glove experience to our client base.

Position Responsibilities:

• Responsible for articulating the value proposition and delivering our capabilities including investments, trust and fiduciary services, financial planning, deposits and loans to our high- net worth client base.
• Assist wealth advisors with handling client needs in person and via phone.
• Assist clients with general questions, and interface with portfolio mgrs., financial planners, and trust officers as needed.
• Prepare client meeting materials (pitchbooks and e-money), liaise with financial planners, and participate in select client meetings.
• Assist with the establishment of Investment Credit Lines for clients, including line sizing, deal screen memos, approvals, credit track/opportunity management.
• Assist with overseeing/reviewing/requesting documentation of ICLs with loan operations.
• Assist with ICL closings via zoom/ notary is helpful.
• Assist with booking, collateral feeds, borrowing requests, paydown requests.
• Assist with past dues, ad hoc reports, learn margin call process.
• Work with CSO to assist with account openings for deposits relationships, deposit rate changes, and collaborate with Treasury as needed.
• Assist with special projects as needed.
• Develop new client relationships.

Essential Skills and Experience:

• Bachelor's degree required and 3-5 years client facing experience preferred.
• Client friendly attitude, good communication skills, manages expectations.
• Ability to multi-task, handle pressure and deadlines.
• Attention to detail required.
• Prior credit analysis skills are a plus.
• Experience with CRM systems a plus

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:

• Physical Demands: While performing the duties of this job, the employee is required to walk; sit; stand; use hands; fingers; reach with hands and arms; stoop; talk or hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distant vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
• Work Environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.

General Sign-Off:

• The employee is expected to adhere to all Bank policies.
• Adhere to policies and procedures relating to compliance with BSA laws and regulations, including, but not limited to: 1) Obtaining and maintaining information necessary to accurately complete a Currency Transaction Report (CTR) or Suspicious Activity Report (SAR) and 2) Observe, record and report suspicious and potentially suspicious transactions to his/her supervisor and the BSA Officer
• This job description is not an employment agreement or contract. Management has the exclusive right to alter this job description at any time without notice.

Benefits

Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.