peapackgladstonefinancial.com
The Preferred Banker provides exceptional service to existing and potential clients, managing the overall client experience by identifying cross-sell opportunities and presenting referrals to partnering business lines. This role involves developing and expanding consumer and business account relationships, overseeing client onboarding processes, and processing various transactions to meet daily client needs. The position also includes assisting with branch operations, reporting, and cash management tasks.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for peapackgladstonefinancial.com.
5% below the average for this role