Old Fort Banking Company
The Client Service Representative at Old Fort Banking Company serves as the initial contact for clients, ensuring a welcoming experience while handling retail and commercial banking transactions. This role focuses on building strong client relationships, identifying financial needs, and transitioning clients to bankers for further assistance. The position requires accuracy in processing transactions and maintaining confidentiality in a fast-paced environment.
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.