Peapack-Gladstone Bank - Bedminster, NJ
posted 5 months ago
Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank that has been a leader in wealth, lending, and deposit solutions for over 100 years. The bank prides itself on its innovative approach to private banking, helping clients establish, maintain, and expand their legacy. The culture at Peapack-Gladstone Bank is centered around the well-being and needs of both employees and clients, which has earned the institution recognition as one of the ‘Best Banks to Work For’ by American Banker for six consecutive years. The bank values a diverse, equitable, inclusive, and safe workspace, fostering a one-team culture that emphasizes communication, respect, and feedback across all levels of the organization. The CRM Administrator will play a crucial role in the Peapack Wealth Management team, collaborating with Information Technology and the Project Management Office. This position is responsible for the implementation and execution of the day-to-day configuration, support, maintenance, and improvement of the CRM platform. The CRM Administrator will ensure optimal performance and utilization of the system while supporting users in leveraging the platform effectively. This role requires a strong understanding of CRM best practices and functionality, as well as the ability to manage user accounts, reports, dashboards, and other administrative functions. In addition to technical responsibilities, the CRM Administrator will work closely with management and business line owners to establish suitable processes that support administrative, development, and operational activities. The role also involves training new and existing users, growing the CRM skill set across the organization, and coordinating with vendors and other stakeholders to evaluate and implement new development requests. This position is essential for ensuring that the CRM system meets the evolving needs of the bank and its clients.