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Peapack Private Bank & TrustPosted 1 week ago

Universal Banker II Part Time

$41,556–$48,000 year

On-siteBedminster, New Jersey, United States

Part TimeStartup

Job Summary

Deliver exceptional service to existing and potential clients by managing the full client experience, identifying cross-sell opportunities, and executing service requests within approved limits. Process transactions including deposits, withdrawals, transfers, and loan applications while providing supervisory overrides and reviewing work at day's end. Maintain consumer and business account relationships by developing action plans to expand profit potential and educating clients on available technology. Assist branch management and commercial loan officers on business calls, open products such as CDs and IRAs, and ensure compliance with all internal policies and regulations like BSA and FDIC. Maintain client file confidentiality while operating with agility to solve problems and deliver white-glove hospitality.

Required Qualifications

  • High School diploma, GED or equivalent
  • Must be flexible to work approximately 25 hours per week within our banking hours: M, T, W, F from 8:30am to 5pm, Th from 8:30am to 6pm, Sat from 8:30am to 12pm
  • Notary Public commission
  • Maintain customer files
  • Willing to dress and behave in a professional manner

Desired Qualifications

  • Customer experience in Retail or Hospitality
  • Banking experience
  • Ability to go the extra mile to fulfill a clients' needs
  • Values being in-service to others, internally and externally and enjoys working with others to create a productive working environment
  • Willing to grow and work in an environment where feedback is willingly given and received
  • Proactively takes initiative to improve customer experience and team efficiency
  • Builds strong relationships both internally and externally; ability to interact effectively with all levels throughout the organization
  • Possesses intellectual curiosity to learn the Banks' products, procedures and services
  • Operates with integrity; demonstrates adaptability, work commitment, and a positive performance in all situations
  • Must be able to effectively lead and coach others
  • Strong attention to detail
  • Excellent verbal and written communication skills
  • Demonstrated leadership in cross-functional teams
  • Must be able to lift 50 lbs

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