Client Service Representative - Float

Client Services Representative – Full‑time

Work Hours:

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

Benefits:
Paid vacation available at start, 5 PTO days, paid holidays.

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, it is headquartered in Tiffin, Ohio. We have more than 100 associates, 27,541 clients, and 10 financial centers in Bettsville, Clyde, Findlay, Fostoria, Fremont, Old Fort, Sugarcreek Township, Tiffin and Xenia.

As a community‑first bank we support local groups, organizations, and businesses, believing that when our communities succeed, we all do. We are known for exceptional client service and for attracting top talent.

As a CSR, you report to the Financial Center Manager and are the initial contact for our clients. You ensure all visitors feel welcome and help clients with retail and commercial banking transactions, including deposits, withdrawals, cashier’s checks, and foreign exchange. Through conversation you uncover client needs and refer to bankers, acting as a resource for client service issues.

• Deliver a unique client experience aimed at improving client financial wellbeing and creating loyalty.
• Ensure teller and branch daily operations and maintenance transactions are completed efficiently and accurately.
• Handle transactions efficiently and accurately by accepting account deposits and withdrawals, verifying cash and endorsements of checks.
• Accept loan payments, issue money orders, cashier checks, traveler checks, foreign currency, cash advances, and U.S. Savings Bonds.
• Process all transactions within authorized limits, including check-cashing limits, obtaining manager approval when required.
• Identify opportunities through meaningful conversations with clients, making appropriate referrals to consumer and commercial bankers.

• 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 keyboard use, ten‑key pad, and basic ability to access information in 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 from manager.
• Maintain confidentiality.

Entry level

Full‑time

Other

Employment Industry: Banking

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