peapackgladstonefinancial.com
The Retail Client Experience Manager I assists the Retail Private Banker in the day-to-day operations of the branch and manages the inside sales process. In the Retail Private Banker's absence, this role runs the branch, manages sales, and ensures staff compliance with internal and external policies. The position focuses on building client relationships, driving sales, and providing exceptional service to meet customer financial needs.
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.
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