Client Service Representative - Float

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Old Fort Banking Co

Posted 2 months ago

Full Time

Tiffin, Ohio

In Person

Smart Summary

Responsibilities

The Client Service Representative acts as the primary point of contact for clients, handling retail and commercial banking transactions such as deposits and withdrawals. They are also responsible for identifying client financial needs and making appropriate referrals to bankers while maintaining branch operational efficiency.

Qualifications

You have excellent client service and communication skills, with the ability to interact with a variety of bank clients. You are proficient with computers and can manage multiple priorities in a fast-paced environment, maintaining accuracy and confidentiality.

Must Have Skills for ATS

Cash handling

Computer proficiency

Keyboarding

Ten-key pad

Retail banking transactions

Commercial banking transactions

Deposits

Withdrawals

Cashier's checks

Foreign exchange

Loan payments

Money orders

Traveler checks

U.S. Savings Bonds

Confidentiality

Job Description

Description

  • Paid vacation available at start  
  • 5 PTO Days 
  • Paid Holidays
  • Monday - Friday 8:45 am to 5:15 pm, rotating Saturdays 8:45 am to 12:15 pm 

The Old Fort Banking Company

The Old Fort Banking Company is an employee-owned and operated financial institution, and a privately held subsidiary of Gillmor Financial Services, Inc. Established in 1916, the

bank is headquartered in Tiffin, Ohio. Old Fort Bank is known for our strong relationships with our clients and communities we serve. We have:

  •  More than 95 associates
  •  Approximately 27,541 clients
  •  10 financial centers located in Bettsville,

Clyde, Findlay, Fostoria, Fremont, Old Fort, Sugarcreek Township, Tiffin and Xenia.

Our Community is Our Cause

As a community-first bank, Old Fort Banking Company is proud to be a resource for local groups, organizations, and businesses. From charitable donations to sponsorships and involvement at local events, we take the time to help our communities thrive. Because when they succeed, we all do. It's about more than banking to us — it's about improving the places we call home.

We have established ourselves as a high performing community bank, measured in terms of our reputation for extraordinary client service, our ability to attract and retain the best and brightest people, and for the superior financial results we produce.

Client Focused 

At OFBC we are focused on our client relationships. As a CSR, you report to the Financial Center Manager and are the initial contact for our clients. You are client focused, ensuring all visitors feel welcome the moment they walk in the door by helping clients with all their retail and commercial banking transactions. You are responsible for accurately handling all banking needs of our clients, including deposits, withdrawals, cashier’s checks, and foreign exchange. In addition, CSR’s, through their conversations with the clients, listen to uncover financial needs and transition clients to a banker to further assist, you act as a resource in identifying and resolving client servicing issues through strong client relationship skills.

Your Role

  • Delivers a unique client experience aimed at improving client financial wellbeing and creating loyalty
  • Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner
  • Handles transactions efficiently and accurately by accepting account deposits and withdrawals, verifying cash and endorsements of checks.
  • Accepts loan payments, issues money orders, cashier checks, traveler checks, foreign currency, cash advances and U.S. Savings Bonds.
  • Processes all transactions within authorized limits, which includes check-cashing limits - obtains manager approval on all required transactions.
  • Identifies opportunities through meaningful conversations with clients, making appropriate referrals to consumer and commercial bankers. 

Requirements

  • Excellent client service and communication skills, with the ability to interact with a variety of bank clients.
  • Previous cash handling experience is beneficial.
  • Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.
  • Effectively manage multiple priorities, work in a fast paced, changing environment and maintain a commitment to accuracy and timeliness.
  • Follow policies, procedures and written instructions, as well as verbal instructions or directions from his/her manager. 
  • Ability to maintain confidentiality

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Old Fort Banking Co

The Old Fort Banking Company is a locally owned and operated financial institution. Founded in 1916, by the citizens of the village of Old Fort, the Bank continues to build on a strong foundation of excellence. Privacy Policy: https://www.oldfortbank.com/privacy-policy.html Headquartered in Tiffin, Ohio, The Old Fort Bank is an independent bank that operates through a community banking model that is the foundation for local decision making and provides the basis for client service that is reliable, responsive, competent and empathetic. Since opening its doors for business, The Old Fort Banking Company has had one mission...to provide its clients with value-based products and services, delivered with a personal touch by knowledgeable staff members. The Old Fort Banking Company proudly serves Allen, Greene, Hancock, Sandusky, Seneca and Wood Counties, with financial centers in Bettsville, Clyde, Findlay, Fostoria, Fremont, Old Fort, Tiffin and Sugarcreek Township. Old Fort Bank also operates a mortgage loan production facility in Xenia and a commercial loan product office in Lima. Old Fort is a recognized leader in community banking throughout the area in assisting members of the community, including local businesses and corporations. At Old Fort Bank, we have spent nearly 100 years sharing our knowledge and experience with our clients. By offering personal attention and sound advice, we assist our clients in making informed choices as they set a course to obtain their long-term financial goals and manage their day-to-day finances. Member FDIC. Equal Housing Lender. Old Fort Bank NMLS 631428
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