Client Service Representative Part-Time Float

Old Fort Banking CoTiffin, OH
Hybrid

About The Position

The Old Fort Banking Company is an employee-owned and operated financial institution, established in 1916 and headquartered in Tiffin, Ohio. Known for strong client and community relationships, the bank has over 100 associates, approximately 27,541 clients, and 10 financial centers. As a community-first bank, Old Fort Banking Company is dedicated to supporting local groups and improving the places they call home. They have established themselves as a high-performing community bank, recognized for extraordinary client service, attracting and retaining top talent, and producing superior financial results. At OFBC, the focus is on client relationships. As a CSR, you report to the Financial Center Manager and are the initial contact for clients, ensuring they feel welcome and assisting with retail and commercial banking transactions. You are responsible for accurately handling all banking needs, including deposits, withdrawals, cashier’s checks, and foreign exchange. CSRs also listen to uncover financial needs and transition clients to a banker for further assistance, acting as a resource to identify and resolve client servicing issues through strong client relationship skills.

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

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.
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