Client Service Representative - Float

Old Fort Banking Company; Tiffin (OH); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Paid vacation available at start

5 PTO Days

Paid Holidays

Job summary

Old Fort Banking Company based in Tiffin, Ohio is seeking a Client Service Representative to enhance client experiences and manage daily banking operations. The role includes handling transactions, keeping precise records, and fostering strong client relationships. Candidates should possess excellent client service skills, cash handling experience, and proficient computer skills. This position is a great opportunity to join a community-focused financial institution dedicated to improving the lives of its clients.

Qualifications

• 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 system access.
• Ability to effectively manage multiple priorities in a changing environment.
• Follow policies and maintain confidentiality.

Responsibilities

• Deliver a unique client experience aimed at improving financial wellbeing.
• Ensure teller and branch daily operations are completed efficiently.
• Handle transactions including deposits and withdrawals accurately.
• Identify opportunities through meaningful conversations with clients.

Skills

Excellent client service and communication skills

Previous cash handling experience

Proficient computer skills

Ability to manage multiple priorities

Ability to maintain confidentiality

Job description

Description

• Monday - Friday 8:45 am to 5:15 pm, rotating Saturdays 8:45 am to 12:15 pm

• Paid vacation available at start


• 5 PTO Days


• Paid Holidays

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 the communities we serve. We have more than 95 associates, approximately 27,541 clients, and 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.

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, cashiers checks, and foreign exchange. In addition, you listen to uncover financial needs and transition clients to a banker to further assist, acting 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 efficiently and accurately


• 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