Peapack-Gladstone Financial Promotes Carlos A. Pacheco to Senior Vice President, Director of Enterprise Client Experience

By Trinzik

TL;DR

Carlos A. Pacheco's promotion to Director of Enterprise Client Experience at Peapack-Gladstone Financial Corporation gives him a strategic advantage.

Carlos will enhance client interactions through surveys, AI initiatives, and process improvements at Peapack Private Bank & Trust.

Carlos's focus on positive client experiences aims to improve satisfaction and align strategies with client needs, fostering a collaborative environment.

Carlos's extensive banking experience and commitment to enhancing client interactions make his promotion impactful and noteworthy in the industry.

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Peapack-Gladstone Financial Promotes Carlos A. Pacheco to Senior Vice President, Director of Enterprise Client Experience

Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack Private Bank & Trust announced the promotion of Carlos A. Pacheco to Senior Vice President, Director of Enterprise Client Experience. This appointment reflects the organization's intensified focus on optimizing client interactions and satisfaction across all touchpoints. Pacheco will develop and implement strategies to ensure every client engagement is positive and impactful, positioning the bank to better meet evolving customer expectations in the competitive financial services landscape.

In his new role, Pacheco assumes responsibility for leading the bank's client relationship surveys to drive improvements and implementing transformative changes across the organization's client contact center. His mandate includes driving the adoption of artificial intelligence initiatives aimed at enhancing client interactions, spearheading bank-wide process improvements, and executing experience management strategies to continuously improve client satisfaction. This comprehensive approach underscores the bank's recognition that superior client experience has become a critical differentiator in the banking industry.

Pacheco brings substantial expertise to this position, having been with Peapack Private since 2018 where he successfully managed the deposit operations and electronic banking divisions. During his tenure, he placed strong emphasis on process automation and the organization's digital banking strategy, experience that will prove valuable in his new role focused on modernizing client interactions. His 25 years of extensive experience in banking and operations, including previous leadership positions at New Jersey Community Bank as head of operations and as retail operations manager at 1st Constitution Bank, provides him with deep industry knowledge and practical insights into client service optimization.

The promotion comes as Peapack-Gladstone Financial Corporation, with total assets of $7.0 billion and assets under management and/or administration of $11.9 billion as of December 31, 2024, continues to strengthen its market position. The bank's commitment to a client-centric approach to banking, providing high-quality products along with customized and innovative wealth management, investment banking, commercial and personal banking solutions, is further reinforced through this strategic appointment. More information about the organization's services can be found at https://www.peapackprivate.com.

Pacheco's educational background includes attendance at The College of Staten Island (CUNY), completion of coursework with the Center for Financial Training (CFT), and comprehensive training through Community Bankers Financial Education (CBFE) programs covering Bank Secrecy Act, Bank Security, and Retail Banking. This combination of practical experience and formal training positions him to effectively lead the bank's client experience initiatives during a period of rapid technological change and increasing customer expectations in the financial services sector.

Curated from NewMediaWire

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Trinzik

Trinzik

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Trinzik AI is an Austin, Texas-based agency dedicated to equipping businesses with the intelligence, infrastructure, and expertise needed for the "AI-First Web." The company offers a suite of services designed to drive revenue and operational efficiency, including private and secure LLM hosting, custom AI model fine-tuning, and bespoke automation workflows that eliminate repetitive tasks. Beyond infrastructure, Trinzik specializes in Generative Engine Optimization (GEO) to ensure brands are discoverable and cited by major AI systems like ChatGPT and Gemini, while also deploying intelligent chatbots to engage customers 24/7.