Client Service Representative - Float

Client Focused

At OFBC we are focused on our client relationships. As a 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, CSR’s, through their conversations with the clients, listen to uncover financial needs and transition clients to a banker to further assist.

Your Role

• 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
• 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