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Universal Banker II

Company: Peapack-Gladstone Bank
Location: Gladstone
Posted on: February 9, 2024

Job Description:

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 Overview

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" principles daily



Must learn to deliver service to clients in the manner they want to be treated while demonstrating all required service protocols and best practices.

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 relationships.

Actively participate in ongoing training and regular sales meetings.

Understand partner's roles and all products and services PGB offers to help uncover the expressed and unexpressed needs of our client's and prospects.


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 clients.

Provide supervisory overrides and review of transactions in the absence of the Retail Private Banker and Retail Client Experience Manager.

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 solving.


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.


Indirect Reports:

Universal Banker I



  • High School diploma or GED
  • Customer experience in Retail or Hospitality preferred, Banking experience a plus
  • 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 the 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
  • Willing to dress and behave in a professional manner
  • Ability to read, write and speak English clearly. Fluency in other languages is a plus.


    ---Maintain customer files

    ---Notary Public commission

    ---Assists Branch Management, Community Bankers and Commercial Loan Officers on business calls to existing and potential new clients


    Sitting for prolonged periods

    Bending/Standing for prolonged periods

    Walking for prolonged periods

    Reading small print

    Lift up to25 lbs.

    Push/Pull up to25 lbs.

    Filing for prolonged periods

    Telephone for prolonged periods

    Computer for prolonged periods


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

    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 information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Peapack-Gladstone Bank, Plainfield , Universal Banker II, Other , Gladstone, New Jersey

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