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 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!
Treasury Management Sales Officer Overview:
The Treasury Management Sales Officer is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service.
This position contacts prospective customers to develop new treasury management business. Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business. Prepares sales presentations, explains services offered, and recommends services which would benefit clients. Identifies opportunities to cross-sell other products and services. Assists management in developing a market strategy and in setting sales objectives. Meets or exceeds set deposit goals. Assists in the design and ensures the proper installation of treasury management services. Assists management in the development of new services or the modification of existing services.
Must be a team player, have the ability to work under pressure, have a professional image and be able to resolve problems and conflicts. Must possess strong and advanced business communications skills such as advanced writing, listening, delivering sales proposals, and have basic office and mathematics skills, and customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required.
The successful candidate will be able to:
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Cash and Receipts Management Skill
Cash Management Skill
Treasury Management Sales Consultant
Wells Fargo, New York, NY
Treasury Management Sales Consultant
Wells Fargo, New York, NY