Client Service Representative Part-Time Float jobs in United States
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Old Fort Banking Company ยท 1 month ago

Client Service Representative Part-Time Float

Old Fort Banking Company is an employee-owned financial institution focused on strong client relationships and community involvement. They are seeking a part-time Client Service Representative who will be the initial contact for clients, assisting with various banking transactions and ensuring a welcoming experience.

BankingFinancial ServicesMortgage

Responsibilities

Delivers a unique client experience aimed at improving client financial wellbeing and creating loyalty
Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner
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
Identifies opportunities through meaningful conversations with clients, making appropriate referrals to consumer and commercial bankers

Qualification

Client service skillsCash handling experienceComputer proficiencyMulti-taskingCommunication skillsConfidentiality

Required

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

Company

Old Fort Banking Company

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The Old Fort Banking Company is a locally owned and operated financial institution.

Funding

Current Stage
Growth Stage

Leadership Team

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Mike Spragg
President & CEO
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Michael Daniel
Chief Financial Officer and Chief Operations Officer
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Company data provided by crunchbase