Client Service Officer NYC

Client Service Officer

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. What makes Peapack Private different from our competition? 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. Simply put, our culture is amazing.

Position Overview: 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.

Key Responsibilities:

• Serve as an advisor and escalation point for HNW clients
• Onboards clients and ensures 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
• Assists group directors with other tasks as needed

Key Behavioral Expectations:

• Operate with agility and adaptability, responding effectively to changing priorities and business needs
• Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow
• Utilize AI and technology tools responsibly to enhance productivity and decision-making
• Show ownership and critical thinking, using sound judgment to solve problems and deliver results
• Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• 3-5 years of relevant experience.
• 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.

Benefits Overview: We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match. The approximate pay range for this position is $79,918 to $87,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.