Lead Client Service Representative
1 day ago
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.
Our Community is Our CauseAs 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.
Client FocusedAt OFBC, we are focused on our client relationships. As a Lead CSR, you will report to the Financial Center Manager and be the initial contact for our clients. You will be 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.
Key Responsibilities- Coaches, mentors, and leads CSRs by example to deliver a unique client experience aimed at improving client financial wellbeing and creating loyalty.
- Coaches, mentors, and leads tellers by example in identifying opportunities through meaningful conversations with customers, making appropriate referrals to retail bankers and business partners.
- Coaches, mentors, and leads CSRs by example with clear communication skills, transaction handling, and problem resolution processes.
- Ensures CSR branch daily operation maintenance transactions are completed in an efficient and accurate manner, including vault and ATM operations.
- 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.
- Remains compliant with bank guidelines, policies, procedures, regulatory, and BSA 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 manages multiple priorities, works in a fast-paced, changing environment, and maintains a commitment to accuracy and timeliness.
- Follows policies, procedures, and written instructions, as well as verbal instructions or directions from his/her manager.
- Ability to maintain confidentiality.
-
Lead Client Service Representative
4 days ago
Fremont, OH , USA, United States Old Fort Banking Co Full timeAbout UsAt Old Fort Banking Company, we're committed to delivering exceptional client service and building strong relationships with our communities. As a community-first bank, we take pride in being a resource for local groups, organizations, and businesses.Job SummaryWe're seeking a highly skilled Lead Client Service Representative to join our team. In...
-
Lead Client Service Representative
2 weeks ago
Fremont, United States Old Fort Banking Company Full timePaid vacation available at start 5 PTO Days. Paid Holidays. Monday - Friday 8:15 am to 5:15 pm, rotating Saturdays 8:15 am to 12:15 pm. The Old Fort Banking Company. The Old Fort Banking Company is an employee-owned and operated financial institution Client Service, Representative, Lead, Service, Client Relations, Financial
-
Lead Client Service Representative
1 week ago
Fremont, United States Old Fort Banking Co Full timePaid vacation available at start5 PTO DaysPaid HolidaysMonday - Friday 8:15 am to 5:15 pm, rotating Saturdays 8:15 am to 12:15 pmThe Old Fort Banking CompanyThe 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, thebank is headquartered in...
-
Lead Client Service Representative
3 weeks ago
Fremont, United States Old Fort Banking Co Full timePaid vacation available at start 5 PTO Days Paid Holidays Monday - Friday 8:15 am to 5:15 pm, rotating Saturdays 8:15 am to 12:15 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...
-
Lead Client Service Representative
4 days ago
Fremont, United States Old Fort Banking Co Full timeAbout Old Fort Banking CompanyOld 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.Our Community is Our CauseWe are a community-first bank, proud to be a resource for local groups, organizations, and...
-
Client Service Representative
3 months ago
Fremont, United States VetnCare Full time**Client Service Representative** Fremont, CA / Irvington Pet Hospital / Full-Time or Part-Time We're seeking a Customer Service Representative to join our team! In this role, you'll use your skills to provide the highest level of care for our patients. **To thrive in this role, you'll have:** + strong verbal and written communication skills, including phone...
-
Client Service Representative
1 month ago
Fremont, United States VetnCare Full timeDescriptionWho We Are: VetnCare is a clinically led community of AAHA-accredited hospitals within Northern California. We believe the best quality veterinary care comes from locally managed hospitals and are committed to putting leadership back into the hands of veterinarians. With our comprehensive clinical approach, which we call "Advanced General...
-
Veterinary Client Service Representative
3 weeks ago
Fremont, California, United States VetnCare Full timeClient Service RepresentativeWe're seeking a skilled Client Service Representative to provide exceptional care to our patients and clients. As a key member of our team, you'll be responsible for delivering top-notch service, ensuring seamless communication, and maintaining a positive experience for all.Key Responsibilities:Greet clients and ensure a warm...
-
Veterinary Client Services Representative
3 weeks ago
Fremont, California, United States Beacon Veterinary Specialists Full timeAbout Our Veterinary Specialty PracticeAt Beacon Veterinary Specialists, we're dedicated to providing exceptional care to our patients and their families. Our team of specialists is committed to delivering the highest level of service and expertise in our state-of-the-art facilities.We're seeking a compassionate and detail-oriented Client Services...
-
Client Services Representative
4 days ago
Birmingham, AL, USA, United States PathGroup Full timeJob Title: Client Services Representative IIJob Summary:The Client Services Representative II plays a vital role in ensuring exceptional customer satisfaction by providing top-notch support to clients, physicians, and colleagues. This position requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced...
-
Client Services Representative
4 weeks ago
Mather, CA, USA, United States Bell Bros Full timeJob SummaryBell Brothers is seeking a highly skilled Client Services Representative to join our team in our fast-paced call center. As a Client Services Representative, you will be responsible for providing exceptional customer service to our clients, resolving issues, and ensuring customer satisfaction.Key ResponsibilitiesManage a high volume of inbound...
-
Client Services Representative
4 days ago
Birmingham, AL, USA, United States PathGroup Full timeJob Title: Client Services Representative IIJob Summary:The Client Services Representative II is a key member of the PathGroup team, responsible for providing exceptional customer service to external and internal clients. This role involves answering telephone calls, email, and fax inquiries, as well as training new employees and providing support to...
-
Client Services Representative
4 weeks ago
Birmingham, AL, USA, United States PathGroup Full timeJob Title: Client Services RepresentativePathGroup is seeking a highly skilled Client Services Representative to join our team. As a Client Services Representative, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Respond to client inquiries via phone, email, and...
-
Client Service Representative
1 month ago
Fremont, California, United States Banfield Pet Hospital Full timeAbout the RoleAt Banfield Pet Hospital, we're committed to delivering exceptional care to our furry friends and their human families. As a Client Service Coordinator, you'll play a vital role in ensuring our clients receive the highest level of service and care.Key ResponsibilitiesClient Communication: Provide exceptional communication with clients, ensuring...
-
Client Service Representative
4 weeks ago
St. Louis, MO, USA, United States Allworth Financial Full timeAbout Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...
-
Client Service Representative
4 weeks ago
Bothell, WA , USA, United States Banfield Full timeJob SummaryWe are seeking a highly skilled and compassionate Client Service Representative to join our team at Banfield Pet Hospital. As a Client Service Representative, you will play a vital role in delivering exceptional client service and ensuring the smooth flow of clients and pets through our hospital.Key ResponsibilitiesProvide professional and...
-
Client Service Representative
4 weeks ago
St. Louis, MO, USA, United States Parmele Law Firm, P.C. Full time{"h1": "Client Service Representative", "p": "At Parmele Law Firm, we are passionate about making a positive difference in our community. We are seeking a Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients. You will be the first point of contact...
-
Client Service Representative
3 weeks ago
Long Beach, CA, USA, United States Advanced Medical Manage Full timeJob Title: Client Service RepresentativeAt Advanced Medical Manage, we are seeking a highly skilled and motivated Client Service Representative to join our team.Job Summary:The Client Service Representative will be responsible for providing exceptional customer service to our clients, patients, and internal departments through inbound and outbound calls,...
-
Client Services Representative
3 weeks ago
St. Petersburg, FL, USA, United States WEBULL Full timeClient Services Analyst/AssociateAt Webull, we're committed to delivering exceptional client experiences. As a Client Services Analyst/Associate, you'll play a vital role in helping us achieve this goal.Key Responsibilities:Act as the primary point of contact for clients, providing timely and effective support for account-related inquiries and trading...
-
Client Service Representative
3 weeks ago
New Haven, OH, United States Heartland Veterinary Partners LLC Full timePractice: Harrison Animal Hospital takes great pride in being a part of this community and working closely with our clients and their pets. Our veterinary team take a hands-on approach to veterinary medicine – we’re down to earth and practical but with all the technology and skill required for a state-of-the-art practice. Position Purpose:...