Client Services - Client Service Representative

Senior Personal Banker

Apex Systems is seeking a Senior Personal Banker to provide administrative, operational, and client-service support within a banking environment. This is a client-facing, contract-to-hire opportunity requiring strong banking operations experience, attention to detail, sound judgment, and the ability to accurately manage multiple service requests within established service levels.

The ideal candidate will possess a strong understanding of banking operations, client servicing, account maintenance, and regulatory requirements while delivering a high-touch client experience.

Key Responsibilities

• Deliver exceptional client service through in-person, phone, and email interactions.
• Execute and process client account servicing requests within established service-level expectations.
• Prepare and submit wire transfers, fund transfers, and other money movement requests.
• Support account opening, maintenance, and closure activities.
• Maintain complete and accurate account records and supporting documentation.
• Research and resolve client inquiries, account issues, and operational requests.
• Process paying and receiving activities, including cash transactions and daily balancing activities.
• Ensure all banking activities comply with established operational, risk, and compliance procedures.
• Coordinate with relationship managers and internal service teams to gather information required to complete client requests.
• Develop expertise in banking products, operational procedures, documentation requirements, and approval workflows.
• Monitor banking reports and assist with internal audits and operational reviews as needed.
• Escalate operational, compliance, risk, or documentation concerns to leadership in a timely manner.
• Utilize internal banking systems and tools to support client servicing activities.
• Remain current on platform enhancements, technology updates, and procedural changes affecting client service.
• Assist with safe deposit box maintenance and servicing activities where applicable.

Required Qualifications

• Experience in banking operations, personal banking, private banking, wealth management, retail banking, or financial services client support.
• Strong understanding of banking products, services, operational processes, and client servicing activities.
• Experience supporting: account opening, account maintenance, account closures, wire transfers, funds movement, account servicing requests.
• Strong client service orientation and relationship management skills.
• Excellent verbal and written communication skills.
• Strong organizational skills with exceptional attention to detail.
• Analytical and problem-solving abilities with the capacity to research and resolve client requests independently.
• Ability to manage multiple priorities while maintaining accuracy and meeting deadlines.
• Strong critical thinking and decision-making skills.
• Ability to work independently and as part of a collaborative team environment.
• Comfortable interacting directly with clients in person, by phone, and through email correspondence.

Preferred Qualifications

• Previous experience in wealth management, private banking, retail banking operations, client service associate roles, financial services operations.
• Knowledge of banking regulations, risk management practices, banking controls and compliance requirements, operational audit processes.
• Experience supporting high-net-worth or affluent clients.
• Experience working within highly regulated financial services environments.

Ideal Candidate Profile

• Hands-on banking operations and account servicing experience.
• Experience processing wires, transfers, account openings, account maintenance, and account closures.
• Strong customer-facing experience within a banking or financial services environment.
• Familiarity with banking documentation, risk management, controls, and compliance requirements.
• Excellent professionalism, communication skills, and attention to detail.
• Interest in transitioning into a long-term or permanent opportunity following a successful contract period.

Work Environment

• Client-facing banking environment
• Fast-paced, detail-oriented setting
• Collaborative team atmosphere
• Opportunity for contract-to-hire conversion based on performance and business needs

This role is ideal for a banking professional who enjoys client interaction, operational problem solving, and supporting customers through a wide variety of banking and account servicing activities.