Client Experience Associate – Banking (Mon-Fri, PTO/Holidays)

Old Fort Banking Company; Xenia (OH); Vor Ort; USD 32.000 - 42.000; Vollzeit

Benefits dieser Stelle

Paid vacation at start

5 PTO Days

Paid Holidays

Zusammenfassung

The Old Fort Banking Company is seeking a Customer Service Representative in Ohio to be the first point of contact for clients. You will handle deposits, withdrawals, and basic banking transactions, offering a friendly, professional experience.

Based in Ohio, the role emphasizes accuracy, confidentiality, and strong communication. You’ll work Monday–Friday, with paid vacation and holidays, supporting a community-focused bank that values its people and relationships.

Qualifikationen

• Excellent client service and communication skills.
• Cash handling experience is beneficial.
• Proficient computer skills and basic bank systems access.
• Ability to manage multiple priorities in a fast-paced environment.
• Commitment to accuracy, timeliness, and confidentiality.
• Follow policies and instructions from the manager.

Aufgaben

• 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 efficiently and accurately.
• Handles transactions accurately by 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.

Kenntnisse

Client service

Cash handling

Computer skills

Multitasking

Policy adherence

Confidentiality

Jobbeschreibung

The Old Fort Banking Company is seeking a Customer Service Representative in Ohio to be the first point of contact for clients. You will handle deposits, withdrawals, and basic banking transactions, offering a friendly, professional experience.

Based in Ohio, the role emphasizes accuracy, confidentiality, and strong communication. You’ll work Monday–Friday, with paid vacation and holidays, supporting a community-focused bank that values its people and relationships.