Lead Client Service Representative

1 day ago

Fremont OH USA, United States Old Fort Banking Co Full time
About Us

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 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.

Client Focused

At 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.
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.

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