Lead Client Service Representative

Job Title

Lead Client Services Representative (CSR)

The Old Fort Banking Company – an employee‑owned subsidiary of Gillmor Financial Services, Inc., headquartered in Tiffin, Ohio

Old Fort Banking Company is an employee‑owned financial institution with more than 100 associates and 27,541 clients across ten financial centers, including Bettsville, Clyde, Findlay, Fostoria, Fremont, Old Fort, Sugarcreek Township, Tiffin and Xenia.

• 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

• 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.
• Remains 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 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.

Relevant experience and skills as indicated above.

Mid‑Senior level

Full‑time

Other

Banking

Norwalk, OH – $44,720.00‑$57,500.00

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