Onsite Banking Client Services Specialist

Prairie Consulting Services

Town of Florida (NY)

On-site

USD 42,000 - 56,000

Full time

13 days ago
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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

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.

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