About this opportunity
The Judge Group lists this Personal Banker opportunity in palm beach, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Personal Banker / Banking Operations Specialist (Contract-to-Hire)
Location: Palm Beach, FL
Ready to make your application Please do read through the description at least once before clicking on Apply.
Employment Type: 4 month Contract-to-Hire
Pay: 20/hour W2
Job Summary
We are seeking an experienced Senior Personal Banker / Banking Operations Specialist to provide client service, account servicing, and operational support within a banking and wealth management environment. This role requires a strong understanding of banking operations, excellent client relationship skills, and the ability to manage multiple priorities while maintaining accuracy and compliance.
The successful candidate will support clients and internal partners by processing account requests, handling money movement transactions, maintaining documentation, resolving service issues, and ensuring adherence to operational and regulatory requirements.
Key Responsibilities
Deliver exceptional service to clients through in-person, telephone, and email interactions.
Respond to client inquiries and provide information regarding banking products and services.
Process account servicing requests accurately and within established service-level expectations.
Support new account openings, account maintenance activities, and account closures.
Prepare and submit wire transfers, fund transfers, and other money movement transactions.
Maintain complete and accurate account records and supporting documentation.
Research and assist in resolving account-related and client-service issues.
Handle paying and receiving activities, including cash transactions and daily balancing.
Partner with Relationship Managers and internal support teams to complete client requests efficiently.
Follow established banking procedures, operational controls, and compliance requirements.
Escalate operational, documentation, risk, or compliance concerns when appropriate.
Monitor reports and assist with audits and operational reviews as directed.
Develop expertise in banking systems, servicing tools, and operational processes.
Support safe deposit box servicing activities when required.
Maintain knowledge of banking products, services, and regulatory requirements.
Required Qualifications
Experience in banking operations, personal banking, private banking, wealth management, or financial services support.
Strong client service and relationship management skills.
Experience supporting account servicing activities in a banking environment.
Excellent verbal and written communication skills.
Strong attention to detail and organizational skills.
Ability to manage multiple competing priorities and deadlines.
Strong analytical, problem-solving, and critical-thinking abilities.
Ability to work independently and collaboratively within a team environment.
Preferred Qualifications
Experience processing wire transfers, fund transfers, and other money movement requests.
Experience supporting account openings, maintenance, and closures.
Familiarity with banking documentation, controls, compliance requirements, and risk management practices.
Experience supporting high-net-worth, private banking, or wealth management clients.
Interest in transitioning into a permanent position following the contract assignment. xhqgsiq
Candidates with experience in the following roles are encouraged to apply:
Senior Personal Banker
Personal Banker
Private Banking Associate
Private Banking Client Service Associate
Banking Operations Specialist
Client Service Associate
Wealth Management Associate
Deposit Operations Specialist
Relationship Banking Associate
Financial Services Representative
Skills
Banking Operations
Personal Banking
Private Banking
Wealth Management
Client Service
Account Servicing
Account Maintenance
New Account Opening
Wire Transfers
Cash Management
Deposit Operations
Relationship Management
Risk Management
Compliance
Financial Services
This opportunity is ideal for banking professionals who enjoy client interaction, operational excellence, and working in a high-touch service environment with the potential to convert into a long-term career opportunity.
Worksite address
palm beach, FL, 33480, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.