Lead Client Service Representative

Description

• Paid vacation available at start
• 5 PTO Days
• Paid Holidays
• Monday - Friday 8:45 am to 5:15 pm, rotating Saturdays 8:45 am to 12:15 pm

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 headquartered in Tiffin, Ohio. Old Fort Bank is known for our strong relationships with our clients and communities we serve. We have:

• More than 100 associates
• Approximately 27,541 clients
• 10 financial centers located in Bettsville, Clyde, Findlay, Fostoria, Fremont, Old Fort, Sugarcreek Township, Tiffin and Xenia.

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 sponsor ships and involvement at local events, we take the time to help our communities thrive. Because when they succeed, we all do. It’s about more than banking to us — it’s about improving the places we call home.

We have established ourselves as a high‑performing community bank, measured in terms of our reputation for extraordinary client service, our ability to attract and retain the best and brightest people, and for the superior financial results we produce.

At OFBC we are focused on our client relationships. As a Lead CSR, you report to the Financial Center Manager and are the initial contact for our clients. You are 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. You are responsible for accurately handling all banking needs of our clients, including deposits, withdrawals, cashier’s checks, and foreign exchange.

In addition, Lead CSR’s, through their conversations with the clients, listen to uncover financial needs and transition clients to a banker to further assist, you act as a resource in identifying and resolving client servicing issues through strong client relationship skills.

• 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.
• Coaches, mentors and leads CSRs by example in adhering to all policies and procedures, demonstrating sound judgment within established limits.
• 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.
• Remain compliant with bank guidelines, policies, procedures, regulatory and BSA requirements.
• Reasonable accommodation will be provided to qualified individuals with disabilities.
• Other job duties as assigned.

• 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