Client Services Representative (Banking) jobs in Ohio

Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Lead Client Service Representative
  • Old Fort Banking Co
  • Tiffin, OH FULL_TIME
  • Description

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

    The Old Fort Banking Company

    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.


    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. 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.


    Client Focused

    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.



    Requirements

    Your Role

    • 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. 


    Your Knowledge and Experience


    • 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


  • 12 Days Ago

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Client Service Representative Part-Time Float
  • Old Fort Banking Co
  • Old Fort, OH PART_TIME
  • DescriptionThe Old Fort Banking CompanyThe Old Fort Banking Company is an employee-owned and operated financial institution, and a privately held subsidiary of Gillmor Financial Services, Inc. Establi...
  • 15 Days Ago

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Specialist, Bundled Client Services
  • Nationwide Private Client
  • Remote, OH FULL_TIME
  • Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be th...
  • 1 Month Ago

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Client Services Representative
  • L&E Research
  • Cincinnati, OH PART_TIME
  • L&E Research is looking for folks with great people skills in the Cincinnati, Ohio area. This is a part time position in which employees work an average of 10-25 hours per week hosting our marketing r...
  • Just Posted

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Client Services Representative
  • FlightSafety International Inc
  • Columbus, OH FULL_TIME
  • About FlightSafety InternationalFlightSafety International is the world's premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, g...
  • 2 Days Ago

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Client Services Representative
  • McGowan and Company
  • Cleveland, OH FULL_TIME
  • Summary: The Insurance Client Service Representative is responsible for providing critical support to the Client Services Manager and National Program Manager. They will be an expert on system accurac...
  • 3 Days Ago

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Client Service Officer - Assistant Vice President
  • Deutsche Bank
  • Jacksonville, FL
  • Job Description: Job Title Client Service Officer Corporate Title Assistance Vice President Location Jacksonville, FL Ov...
  • 3/28/2024 12:00:00 AM

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Client Relations Representative
  • Prominence Enterprise
  • Columbus, OH
  • At Prominence Enterprise, we value our partnered clients and share their vision of growth. Our success in creating these...
  • 3/28/2024 12:00:00 AM

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Client Relations Representative
  • RSP Events
  • Philadelphia, PA
  • Job Description Job Description We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marke...
  • 3/27/2024 12:00:00 AM

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Client Relations Representative
  • North Inc
  • Saint Louis, MO
  • Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committe...
  • 3/26/2024 12:00:00 AM

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Client Relations Representative
  • VISTA CHICAGO INC
  • Franklin Park, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 3/26/2024 12:00:00 AM

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Client Relations Representative
  • NSD NEWCO
  • Boca Raton, FL
  • Description Description: The Client Relations Representative position is responsible for investigating and resolving com...
  • 3/25/2024 12:00:00 AM

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Client Relations Representative
  • VISTA CHICAGO INC
  • Oak Brook, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 3/25/2024 12:00:00 AM

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Client Relations Representative
  • Mid Atlantic Marketing
  • Fredericksburg, VA
  • Job Description Job Description We are seeking a Client Relations Representative to join our team! You will be responsib...
  • 3/25/2024 12:00:00 AM

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$38,991 to $51,831