Assistant Branch Manager NY

Peapack Private Bank & Trust
New York, NY

:

Peapack Private Bank & Trust 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 Private different from our competition? We are an institution that's over 100 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 sixth 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 (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!

Description

Position Overview

The Assistant Branch Manager supports the Retail Private Banker in the leading a team and the daily operations of the branch. In the Retail Private Banker's absence, the Assistant Branch Manager takes charge of the branch, manages sales, and ensures staff adherence to both internal and external policies and regulations. Additionally, the Assistant Branch Manager leads the team in delivering exceptional client service.

Responsibilities

  • Assists the Retail Private Banker in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer needs for financial products and services.
  • Identify additional potential opportunities and develop action plans to expand relationships; utilize sales programs to acquire new relationships.
  • Identify and refer business opportunities to partners across the bank including wealth, lending and financial services.
  • Assist staff to promoting the sale of the bank products and services by cross training the team on policies & procedures to increase their knowledge and productivity.
  • Assist the Branch Manager in administering Bank security policies and procedures.
  • Conducts branch audits on a routine basis
  • Prepares and reviews daily, weekly and monthly branch reports as required
  • Perform teller duties, prove the main cash vault, the ATM's and coin machines, when needed and to ensure that work is processed, and daily proof is performed in accordance with bank policies.
  • Ensure compliance with all established internal policies and external regulations and suitability of the branch environment for business. Keeps 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.

Qualifications

  • High School Diploma or GED required, College Degree in a related field preferred.
  • 2 years + of leadership and coaching experience required
  • Working knowledge of bank products & services
  • Ability to model cross-selling techniques & close sales
  • 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 build relationships with internal and external networks
  • Ability to act with integrity; demonstrate adaptability; work commitment; maintain a positive performance in all situations

Salary: $80,000 to $115,000 plus incentive

Benefits

Peapack Private Bank & Trust 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)

Posted 2026-03-31

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