Peapack-Gladstone Financial - Bedminster, NJ
posted 3 days ago
About the position
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 ways 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!
Responsibilities
- Spread and analyze business and personal financial statements; evaluate the information and prepare written presentations using current financial information and all other pertinent information
- Perform due diligence on prospective clients in order to obtain information used in the preparation of analysis
- Conduct industry analysis, risk grading and stress testing in the preparation of written credit analysis
- Attend meetings to discuss, as necessary, commercial credit proposals being presented by Loan Officers
- Inform Loan Officers when up-to-date financial statements are needed on a commercial account
- Work reviewed and monitored by senior team members
Requirements
- Bachelor's Degree in business, finance or accounting or equivalent experience
- Ability to analyze balance sheets, income statements, and cash flow information
- Ability to analyze personal financial information as presented by Credit Bureaus
- Working knowledge of Microsoft Access & Outlook, Word, Excel, Co-Star, and Moody's
- Excellent verbal, written communication, and interpersonal skills
- Able to read, write, and speak English well
- Able to deal effectively, tactfully, and courteously with customers, visitors, and the personnel of other departments
- Ability to meet deadlines
- Ability to maintain confidentiality of information
Nice-to-haves
- Assume additional responsibilities as assigned
- Maintain a neat and orderly work area
Benefits
- medical coverage
- dental coverage
- vision coverage
- competitive PTO package
- 401k match
