Universal Banker II
Company: Peapack-Gladstone Financial
Posted on: November 26, 2022
Responsible for providing exceptional service to all existing and
potential clients. Will manage the full client experience
efficiently by identifying cross-sell opportunities, making
referrals to partnering business lines, executing service requests
and transactions. Assume management responsibilities within
approved limits in the absence of the Retail Private Banker and
Retail Client Experience Manager. Candidates for this role must
have strong communication skills, be enthusiastic, technologically
savvy, able to recognize sales and deposit growth opportunities and
be willing to exceed our clients and prospects expectations in
every interaction. They must adopt and live our core principals and
display actions reflecting "Clients First" and "One Team"
Must learn to deliver service to clients in the manner they want to
be treated while demonstrating all required service protocols and
Effectively learn the most current branch technology and can
encourage clients to use the technology offered. Must learn to
introduce clients to the available technology and educate them on
the ease of usage.
Develop, expand and manage consumer and business account
relationships, concentrating efforts in meeting client needs for
financial products. Identify clients with additional profit
potential and develop action plans to expand these
Actively participate in ongoing training and regular sales
Understand partner's roles and all products and services PGB offers
to help uncover the expressed and unexpressed needs of our client's
Proficiently open all products offered such as checking, money
market, CDs, IRAs, Netteller, Debit Cards and complete credit card
and loan applications.
Process a variety of transactions such as deposits, withdrawals,
transfers, loan payment processing, IRAs, CDs, closing and
maintenance to accounts to solve the daily needs of our
Provide supervisory overrides and review of transactions in the
absence of the Retail Private Banker and Retail Client Experience
Assists with the daily operation of the branch including reporting,
audits, proving the main cash vault, preparing cash for shipments
and ordering coin and currency for the branch as needed.
Ensure all work is processed and in proof at days end.
Maintain the confidentiality of the Bank and its clients at all
times while providing courteous and efficient client service.
Strive to provide exemplary service by anticipating client needs
when promoting the banks products and services
Ability to apply critical thinking by using logic and reasoning to
identify solutions, conclusions and approaches to problem
Must comply with all internal policies and external regulations.
Demonstrate knowledge of policies and procedures with the ability
to apply this knowledge in real situations.
Stay 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.
Universal Banker I
- High School diploma or GED
- Minimum of three to five years retail banking experience
- Ability to meet/exceed customer service needs
- Working knowledge of bank's products & services
- Ability to cross-sell & close sales
- Ability to resolve customer questions or complaints
- Strong team player
- 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
- Ability to interact effectively and tactfully with all levels
of the Bank
- Ability to read, write and speak English clearly
- Maintain customer files
- Notary Public commission
- Assists Branch Management, Community Bankers and Commercial
Loan Officers on business calls to existing and potential new
---Sitting for prolonged periods
--'Bending/Standing for prolonged periods
---Walking for prolonged periods
- Reading small print
- Lift up to 25 lbs.
- Push/Pull up to 25 lbs.
- Filing for prolonged periods
- Telephone for prolonged periods
--'Computer for prolonged periods
Keywords: Peapack-Gladstone Financial, Newark , Universal Banker II, Other , Bedminster, New Jersey
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