Old Fort Banking Company
The Client Service Representative serves as the initial point of contact for clients at The Old Fort Banking Company, ensuring a welcoming experience and handling retail and commercial banking transactions. This role focuses on delivering exceptional client service while accurately processing deposits, withdrawals, and other financial needs. The position also involves identifying client financial needs and transitioning them to bankers for further assistance.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Old Fort Banking Company.
Old Fort Banking Company didn’t post a salary, so this is our estimate from similar listings.
22% below the average for this role