Client Service Representative - Float

Old Fort Banking Co•Tiffin, OH

11h•Onsite

About The Position

The Old Fort Banking Company is an employee-owned and operated financial institution, a privately held subsidiary of Gillmor Financial Services, Inc., established in 1916 and headquartered in Tiffin, Ohio. Known for strong client and community relationships, the bank has over 95 associates and approximately 27,541 clients across 10 financial centers. As a community-first bank, Old Fort Banking Company actively supports local groups, organizations, and businesses through donations, sponsorships, and event involvement, aiming to improve the communities it serves. The bank prides itself on extraordinary client service, attracting and retaining top talent, and achieving superior financial results. As a Client Service Representative (CSR), you will report to the Financial Center Manager and serve as the initial client contact, ensuring a welcoming experience. You will handle all retail and commercial banking transactions accurately, including deposits, withdrawals, cashier’s checks, and foreign exchange. CSRs are also expected to identify client financial needs through conversations and refer them to bankers, acting as a resource for resolving client servicing issues.

Requirements

Excellent client service and communication skills, with the ability to interact with a variety of bank clients.
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.

Nice To Haves

Previous cash handling experience is beneficial.

Responsibilities

Deliver a unique client experience aimed at improving client financial wellbeing and creating loyalty.
Ensure teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
Handle transactions efficiently and accurately by accepting account deposits and withdrawals, verifying cash and endorsements of checks.
Accept loan payments, issue money orders, cashier checks, traveler checks, foreign currency, cash advances and U.S. Savings Bonds.
Process all transactions within authorized limits, which includes check-cashing limits - obtain manager approval on all required transactions.
Identify opportunities through meaningful conversations with clients, making appropriate referrals to consumer and commercial bankers.
Help clients with all their retail and commercial banking transactions.
Accurately handle all banking needs of clients, including deposits, withdrawals, cashier’s checks, and foreign exchange.
Act as a resource in identifying and resolving client servicing issues through strong client relationship skills.