Lead Client Service Representative

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Schedule:

Monday – Friday 8:45 am to 5:15 pm, rotating Saturdays 8:45 am to 12:15 pm.

• Paid vacation available at start
• 5 PTO Days
• Paid Holidays

Old Fort Banking Company is an employee-owned, privately held subsidiary of Gillmor Financial Services, Inc. Established in 1916, the bank is headquartered in Tiffin, Ohio. We have more than 100 associates, approximately 27,541 clients, and 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 help our communities thrive. We are a high-performing community bank known for extraordinary client service and superior financial results.

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 immediately by helping with all retail and commercial banking transactions. You are responsible for accurately handling deposits, withdrawals, cashier’s checks, and foreign exchange, among other banking needs.

You also listen to uncover financial needs and transition clients to a banker, acting as a resource for resolving client service issues through strong relationship skills.

• Coach, mentor, and lead CSRs by example to deliver a unique client experience aimed at improving client financial wellbeing and creating loyalty.
• Coach and mentor tellers by example in identifying opportunities through meaningful conversations, making appropriate referrals to retail bankers and business partners.
• Lead CSRs with clear communication skills, transaction handling, and problem resolution processes.
• Lead CSRs by example in adhering to all policies and procedures, demonstrating sound judgment within established limits.
• Ensure CSR branch daily operations and transaction maintenance are completed efficiently and accurately, including vault and ATM operations.
• Handle transactions efficiently and accurately by accepting account deposits and withdrawals, verifying cash, and endorsing checks.
• Accept loan payments, issue money orders, cashier’s checks, traveler’s checks, foreign currency, cash advances, and U.S. Savings Bonds.
• Process all transactions within authorized limits, including check‑cash limits, obtaining manager approval for 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, including the ability to use a keyboard, ten‑key pad, and basic capability to access information 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 manager.
• Ability to maintain confidentiality.

• Mid‑Senior level

• Full‑time

• Other
• Banking

Referrals increase your chances of interviewing at Old Fort Banking Company by 2x

Apply BELOW