Top 64 Bank officer Jobs in New Jersey

Client Service Officer II – Family Office Services Team
Peapack Private Bank & Trust —Morristown, NJ
- $72,653 - $98,816 a year
- 5 years
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
12d
BSA Officer
OceanFirst Bank —Red Bank, NJ
- Computer literacy
- Office
- Finance
- Tuition reimbursement
- Employee discount
Technical Information Security Officer(Global Security)
Royal Bank of Canada —Jersey City, NJ
- $160,000 - $275,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
Treasury Management Officer I
PNC Financial Services Group —East Brunswick, NJ
- $103,500 - $172,500 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health savings account
5d
Client Service Officer II
Peapack Private Bank & Trust —Bedminster, NJ
- $72,653 - $83,000 a year
- 5 years
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
Fund Accounting & Administration, Officer
State Street —Clifton, NJ
- $65,000 - $106,250 a year
- Full-time
- Mid-level
- Office
- Accounting
- Disability insurance
- Health insurance
Branch Security Officer - Red Bank, NJ
Tiffany & Co. —Red Bank, NJ
- $19.13 - $25.88 an hour
- Weekends as needed
- Computer literacy
- High school diploma or GED
- US work authorization
SBA Workout Officer II
TD Bank —Mount Laurel, NJ
- $91,000 - $136,240 a year
- Full-time
- Writing skills
- Basic math
- Data analysis skills
- Health insurance
- Paid time off
15h
Senior Trust Officer
Bank of America —Paramus, NJ
- $98,100 - $210,000 a year
- Full-time
- CPA
- Office
- High school diploma or GED
Mortgage Loan Officer
PNC Financial Services Group —Manasquan, NJ
- $37,440 a year
- Full-time
- Customer service
- Data analysis skills
- Mid-level
- Wellness program
- Health savings account
11d
Mortgage Loan Officer
PNC Financial Services Group —Freehold, NJ
- $37,440 a year
- Full-time
- Customer service
- Data analysis skills
- Mid-level
- Wellness program
- Health savings account
Trust Officer I (TO I), Private Bank
Bank of America —Florham Park, NJ
- $84,300 - $123,300 a year
- Full-time
- Bachelor of Science
- 3 years
- High school diploma or GED
4d
Data Privacy Officer
Valley National Bank —Morristown, NJ
- $146,500 - $262,300 a year
- Computer science
- Computer Science
- Databases
Quick Apply
1d
Associate Director, Deputy to the BSA AML Officer, RBC Capital Markets, LLC & RBC CMA, Ltd - U.S. Financial Crimes
Royal Bank of Canada —Jersey City, NJ
- $120,000 - $200,000 a year
- Full-time
- Office
- Analysis skills
- Experience equivalent to degree accepted
- Disability insurance
- Health insurance
13d
Portfolio Officer - CBG
Bank of Hope —Fort Lee, NJ
- $85,000 - $90,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
Loan Officer II
Bank of Hope —Fort Lee, NJ
- $85,000 - $95,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
4d
Business Information Security Officer (Global Security)
Royal Bank of Canada —Jersey City, NJ
- $160,000 - $275,000 a year
- Full-time
- Office
- 3 years
- Analysis skills
- Disability insurance
- Health insurance
Quantitative Risk Officer and Risk Model Developer
State Street —Clifton, NJ
- $75,000 - $123,750 a year
- Full-time
- Office
- SQL
- Analysis skills
- Disability insurance
- Health insurance
AVP Loan Workout Officer & Portfolio Manager
Spencer Savings Bank —Elmwood Park, NJ
- $124,698 - $155,873 a year
- Hybrid work
- 5 years
- Finance
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
1st VP, Commercial Credit Officer
Columbia Bank —Woodbridge, NJ
- $170,000 - $194,000 a year
- Full-time
- 7 years
- Office
- Microsoft Office
- AD&D insurance
- Paid holidays
Quick Apply
8d

I want to receive the latest job alert for bank officer in new jersey

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Service Officer II – Family Office Services Team

Peapack Private Bank & Trust -
Morristown, NJ

Apply Now

Job Details

$72,653 - $98,816 a year
12 days ago

Benefits

Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching

Qualifications

KYC
Opening bank accounts
Customer communication
Investment advisory support
Retirement account customer support
Correspondence management
Financial services customer support
Customer relationship building
Account maintenance
5 years
Bachelor's degree in finance
Investment operations
AI tools proficiency
Bachelor's degree in business
Filing
Money transfers
Client file management
Scanning
Mid-level
Finance
Trust administration
Managing clients in a customer support role
Client database systems
Data integrity and documentation
Bachelor's degree
Internal employee customer service
Managing clients in a finance role
Data management
Continuous improvement
Decision making

Full Job Description

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.

Department Overview:

Peapack private wealth management includes investment management services provided for individual and institutions, personal trust services, (including services as executor trustee administrator custodian and guardian), and other financial planning tax preparation and advisory services. Officers from Peapack private wealth management division are available to provide wealth management and trust and investment services at the bank’s headquarters in Bedminster and at all private banking locations.

As our wealth division continues to grow, we have several open roles and are excited to connect talented professionals with opportunities to be part of a team recognized as a Top Private Banking and Wealth Management Firm. https://www.linkedin.com/feed/update/urn:li:activity:7475604976455647232 . (https://www.linkedin.com/feed/update/urn:li:activity:7475604976455647232)

Position Summary:

The Client Service Officer II (“CSO II”) provides Wealth Advisors, Trust Officers, Portfolio Managers, and other Wealth staff along with their clients, outstanding and responsive support for all issues. Performs client onboarding and manages the day-to-day, ongoing service of client relationships. The CSO II also serves as a subject matter expert in wealth processes, systems, products, and services.

The position is responsible for maintaining the highest quality service to clients, prospects, as well as internal partners, ensuring the accuracy of client account administrative activities and developing collaborative relationships with clients.

Responsibilities:

Client Service: Accurate and timely processing of new account openings, account transfers, account maintenance (i.e., address and beneficiary changes), money movement transactions (deposits & withdrawals), and IRA contributions and distributions. Also, promptly field questions from clients and internal team members as well as provide proactive communication and information as appropriate.

On-Boarding: Responsible for entire process of opening and funding new accounts, which includes preparing Know Your Client (KYC) documentation, drafting comprehensive client on-boarding documents (both internal and third-party custodian), submitting to custodians, and ensuring account(s) are opened correctly and are fully funded. Also responsible for setting up new clients/accounts in Tamarac and setting new clients up on the Tamarac Client Portal.

CRM & Portfolio Management System Data Maintenance: Maintain all client data in the CRM, ensuring accuracy and consistency. In PMS, maintain accounts, households, reporting groups, and billing for 3rd party custodian accounts.

Administrative/Compliance: Including, but not limited to, completing Initial and Annual Admin Reviews, scanning, and filing of client correspondence and paperwork, answering phones, processing incoming and outgoing mail, and completing New and Closed Account forms.

Projects: Participate in projects and/or initiatives as assigned, with the intent of continual improvement in processes, client experience, efficiency, etc.

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 or equivalent work experience
Minimum of 5 years of experience in Client Service in wealth management, financial services or a similar industry preferred.
Proficient in Microsoft® Office.
Excellent verbal and written communication skills.
Detail oriented with strong organizational skills.
Must have exceptional critical thinking skills.
Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.
Demonstrated integrity and ability to maintain confidentiality.

Desired:

Previous experience working with Separately Managed Accounts (“SMA’s”) or Unified Managed Accounts (“UMA’s”).
Previous experience using Client Relationship Management (“CRM”) system and Portfolio Management system (“PMS”) a plus.
Previous experience with Fidelity Investments, Charles Schwab and/or BNY.
Previous experience opening and servicing trust accounts.

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 $72,653 to $98,816, 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

bank officer jobs in new jersey

Client Service Officer II – Family Office Services Team

BSA Officer

Technical Information Security Officer(Global Security)

Treasury Management Officer I

Client Service Officer II

Fund Accounting & Administration, Officer

Branch Security Officer - Red Bank, NJ

SBA Workout Officer II

Senior Trust Officer

Mortgage Loan Officer

Mortgage Loan Officer

Trust Officer I (TO I), Private Bank

Data Privacy Officer

Associate Director, Deputy to the BSA AML Officer, RBC Capital Markets, LLC & RBC CMA, Ltd - U.S. Financial Crimes

Portfolio Officer - CBG

Loan Officer II

Business Information Security Officer (Global Security)

Quantitative Risk Officer and Risk Model Developer

AVP Loan Workout Officer & Portfolio Manager

1st VP, Commercial Credit Officer

I want to receive the latest job alert for bank officer in new jersey

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected