Client Services Specialist - Banking

Old Fort Banking Co; Walnut Hills (OH); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid vacation at start

5 PTO Days

Paid Holidays

Mon-Fri 8:45am-5:15pm

Job summary

Old Fort Banking Company is seeking a Customer Service Representative (CSR) to serve clients with courtesy and accuracy in our Ohio branch. You will handle deposits, withdrawals, money orders, and basic banking transactions, while guiding customers to the appropriate banker for complex needs.

We value confidentiality, strong communication, and the ability to manage multiple tasks in a fast-paced environment.

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 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

• 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.

Skills

Customer service

Communication

Computer skills

Attention to detail

Job description

Old Fort Banking Company is seeking a Customer Service Representative (CSR) to serve clients with courtesy and accuracy in our Ohio branch. You will handle deposits, withdrawals, money orders, and basic banking transactions, while guiding customers to the appropriate banker for complex needs.

We value confidentiality, strong communication, and the ability to manage multiple tasks in a fast-paced environment.