Client Services Representative-Banking

Prairie Consulting Services; Town of Florida (NY); On-site; USD 42,000 - 56,000; Full time

Job summary

Prairie Consulting Services is seeking a Personal Banker with 2–5 years of banking experience to join our client’s team in Palm Beach, FL. This onsite role requires strong customer service skills and attention to detail to handle cash transactions, new accounts, and maintenance tasks.

The ideal candidate understands money movement, wires, and risk controls, with comfort in documentation and compliance. Onsite work hours align with standard banking shifts in a local branch.

Qualifications

• 2–5 years of banking operations, teller, or client service experience.
• Experience with cash transactions/draws, new account opening, account maintenance & closing.
• Understanding of money movement and wire transfers.
• Strong documentation and attention to detail.
• Exposure to risk controls, audit, or compliance reviews is a plus.
• Strong client-service and communication skills.

Responsibilities

• Handle daily banking operations for customers.
• Assist with cash transactions and account maintenance.
• Educate customers on products and services and refer as appropriate.
• Adhere to bank policies and comply with regulatory requirements.

Skills

Banking operations

Cash handling

New accounts

Wire transfers

Documentation

Client service

Job description

We’re looking for a Personal Banked with 2–5 years of banking experience to join our direct client's team in Palm Beach, FL.

What we’re looking for:

• 2–5 years of experience in banking operations, teller, or client service
• Experience with cash transactions/draws, new account opening, account maintenance & closing
• Understanding of money movement and wire transfers
• Strong documentation and attention to detail
• Exposure to risk controls, audit, or compliance reviews is a plus
• Strong client-service and communication skills

Location: Palm Beach, FL – 100% onsite

Hours: Monday–Friday | 8:15 AM–4:45 PM