Client Service Representative at Old Fort Banking Co

Xenia, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

03 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Communication Skills, Cash Handling, Computer Skills, Keyboard Proficiency, Ten-Key Pad Usage, Accuracy, Timeliness, Confidentiality, Relationship Building, Transaction Processing, Problem Solving

Industry

Banking

Description

Description Paid vacation available at start 5 PTO Days Paid Holidays Monday - Friday 8:45 am to 5:15 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

Responsibilities

The Client Service Representative acts as the initial contact for clients, welcoming them and accurately handling all retail and commercial banking transactions, including deposits, withdrawals, and check processing. This role also involves identifying client financial needs through conversation and making appropriate referrals to bankers for further assistance.