Treasury Management Sales Officer

About the Role

Peapack Private Bank & Trust, a high-performing boutique bank with over 100 years of history, is seeking a Treasury Management Sales Officer to join our team. Recognized as one of the nation’s “Best Banks to Work For” by American Banker for eight consecutive years, we pride ourselves on our culture of diversity, equity, inclusion, and genuine human kindness. This role is responsible for selling the Bank's depository and treasury management services to existing and prospective clients, achieving deposit and fee income goals, and solidifying customer retention through superior relationship management and service.

Responsibilities

• Achieve/exceed key objectives in business development, client retention, deposit growth, fee income, cross-sales, referrals, and client satisfaction.
• Develop and close new treasury management sales, meeting annual objectives for cash management sales goals and fee income generation.
• Proactively review client bases to identify deposit and cash management solutions, cross-sale opportunities, and complete sales.
• Engage business partners (e.g., commercial lending, branches, wealth management) as appropriate.
• Prepare sales proposals and pricing pro formas for prospective and existing clients.
• Conduct annual cash management reviews for top-tier commercial clients.
• Maintain up-to-date knowledge of cash management products, services, and regulatory requirements.
• Ensure compliance with applicable laws, policies, and procedures.
• Provide exceptional service to internal and external customers.
• Assess customer needs and translate them into sales deliverables across cash management products and technologies.
• Develop and maintain positive relationships with management, partners, customers, and coworkers.

Qualifications

• Proven track record in developing and closing sales, achieving annual objectives.
• Detailed knowledge of cash management services, documentation, and internet technologies.
• In-depth working knowledge of banking products, services, and programs.
• Strong ability to manage difficult situations and gain trust and respect.
• Excellent listening, verbal, written, and business communication skills.
• Demonstrated organizational and time management skills.
• Ability to work independently with limited supervision.
• Unquestionable integrity and ability to maintain confidentiality.

Skills

• Advanced PC skills in MS Office (Word, Excel, Outlook, Adobe).
• Ability to adapt to new products and technologies quickly.
• Strong business communication and presentation skills.
• Report writing and basic statistics proficiency.
• Creative and problem-solving abilities.

Key Behavioral Expectations

• Operate with agility and adaptability, responding to changing priorities.
• Demonstrate curiosity and a learning mindset.
• Utilize AI and technology tools responsibly to enhance productivity.
• Show ownership and critical thinking in problem-solving.
• Deliver white-glove hospitality with personalized service.

Benefits

• Competitive compensation package.
• Generous paid time off program.
• Comprehensive medical, dental, and vision coverage.
• Maternity/paternity leave.
• Education reimbursement.
• Wellness programs.
• Employee Stock Purchase Program.
• 401K with a generous match.

Pay

The approximate pay range for this position is $97,700 to $135,000, plus performance-based incentives. Final compensation may vary based on factors including knowledge, skills, abilities, and geographic location.