Retail Private Banker Ii - Gladstone, United States - Peapack-Gladstone Bank

Peapack-Gladstone Bank

Verified Company

Gladstone, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Description:

Position Overview
Manages and drives all aspects of sales development, operations and customer service activities within the branch.

Delivers financial service products to current and potential customers while meeting established sales and deposit goals and objectives as well as ensuring regulatory compliance within the assigned branch.

Responsibilities

1.
50%
Lead outside calling efforts as part of the growth and development of deposits, loans and wealth prospects.

As needed partnering with Relationship Bankers to help aid in the growth of overall market share within the assigned market.

A leader in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer wealth needs for financial products.

Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships.

Deliver business plan growth and income objectives; manage, coach and support all branch employees on sales aiding in the developing, managing and growing profitable customers relationships.

Monitor and control branch income and expense accounts, emphasizing error and loss containment.

Ensure that products and services recommended are an appropriate fit for the client. Cross-sell as appropriate and utilize sales programs like CRM, to acquire new relationships.

2.
20%
Participate in community organizations and activities to enhance the Bank's image and develop additional business and referral sources.

Measure service levels against customer expectations; identify quality gaps and follow-up with action plans to address these. Resolve complex servicing problems, particularly for most profitable relationships.

3.
10%
Ensure compliance with all established internal policies and external regulations and suitability of the branch environment for business.

Ability to handle large amounts of cash.

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.

4.
20%

Work closely with Retail Client Experience Manager to ensure all team members are coached in the areas of service, sales and policy.

Management team is responsible for hiring selection and development of branch staff. Oversees the daily operations of the branch and review the work of the Retail Client Experience Manager.

Supervision

Direct Reports:

Indirect Reports:

External and Vendor Relationships:

Qualifications

Required

High School diploma or GED
Minimum of five to ten years experience in retail banking
Solid sales skills and possess the ability to effectively negotiate, communicate and educate our clients and prospects of retail products, services and the PGB brand.
Ability to model crossselling techniques & close sales using client profiling skills
Ability to resolve customer questions or complaints
Ability to manage staff and resolve conflicts
Ability to foster open communications; deliver presentations; demonstrate listening, speaking and written communication skills and translate technical materials
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
Strong communication skills, enthusiastic, and be willing to exceed our clients and prospects expectations with every interaction.

Desired

Maintain customer files
Assists Business Development Officer and Commercial Loan Officers on business calls to existing and potential new clients

Special Position Requirements
List working conditions associated with this position

Sitting for prolonged periods
Bending/Standing for prolonged periods
Walking for prolonged periods
Reading small print
Carrying up to
25 lbs.
Lift up to
25 lbs.
Push/Pull up to
25 lbs.
Telephone for prolonged periods
Computer for prolonged periods

-
Count and handle large amounts of cash
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation in