Client Service Representative

Old Fort Banking Company; Dayton (OH); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid vacation

5 PTO days

Paid holidays

Job summary

Old Fort Banking Company in Ohio is seeking a customer-focused CSR to greet clients, handle retail and commercial banking transactions, and resolve servicing issues. The role emphasizes accurate deposits, withdrawals, and currency handling while guiding clients to appropriate banking solutions.

The CSR reports to the Financial Center Manager and works Monday to Friday, 8:45 am–5:15 pm, at our Dayton-area location. Prior cash handling and strong confidentiality are valued assets.

Qualifications

• Excellent client service and communication skills.
• Cash handling experience is beneficial.
• Proficient computer skills with basic banking systems access.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to maintain confidentiality.
• Follow policies, procedures and directions from management.

Responsibilities

• Delivers a unique client experience aimed at improving client financial wellbeing and loyalty.
• Ensures teller and branch operations and maintenance transactions are completed efficiently and accurately.
• Handles transactions including deposits, withdrawals, cashier’s checks, and foreign exchange.
• 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, with manager approval when required.
• Identifies opportunities through client conversations and refers to a banker for further assistance.

Skills

Customer service

Cash handling

Computer skills

Multitasking

Confidentiality

Job 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 90 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