Deposit Operations Representative

Forte Bank • Hartford, WI

1d • Onsite

About The Position

Forte Bank is seeking an on-site Deposit Operations Representative in Hartford, Wisconsin. The role performs back-office functions for customer deposit accounts, including transaction processing, account-record maintenance, discrepancy resolution, and compliance with banking regulations. Its focus includes reviewing account openings, maintaining accounts, and resolving deposit-related issues for checking, savings, CD, and IRA accounts. Accuracy and attention to detail are essential.

The representative provides professional service to customers and employees, handles complex inquiries by phone or email, and works collaboratively across departments and branches. The role also supports internal staff, participates in required training, continues professional development, and performs other duties necessary to fulfill its responsibilities.

The schedule rotates Monday through Friday, with shifts scheduled between 7:30 a.m. and 5:00 p.m. Candidates must consent to and pass a credit check and criminal background check after an offer.

Requirements

• High school diploma or equivalent.
• One to three years of banking experience.
• Professional demeanor and attention to detail.
• Strong critical-thinking and problem-solving skills.
• Computer literacy, including experience with Office Suite, Microsoft Word, Microsoft Excel, and other software products.
• Understanding of bank products and services, including applicable rules, regulations, policies, and procedures.
• Ability to plan and prioritize work, exercise good judgment, and work effectively under pressure and deadlines.
• Good communication skills to address customer inquiries and resolve issues.
• Ability to collaborate and work as part of a team across departments and branches.
• Ability to analyze data and use resources to detect potentially fraudulent situations and minimize risk to the Bank.
• Ability to work a rotating Monday-to-Friday schedule, with scheduled hours between 7:30 a.m. and 5:00 p.m.
• Consent to and pass a post-offer credit check and criminal background check.

Nice To Haves

• Experience opening new deposit accounts.
• Experience running teller transactions.

Responsibilities

• Provide friendly, professional customer service and respond to complex customer and employee inquiries by telephone or email.
• Process deposit operations, including exception items and account-maintenance files.
• Manage incoming and outgoing wire transfers and approve mobile deposit items.
• Reconcile daily ATM and debit card transactions and process Regulation E items.
• Administer levies and garnishments, and balance the general ledger and internal bank checking accounts.
• Set up and manage Business Online Banking services, including Remote Deposit Capture, ACH, and Positive Pay.
• Provide training to customers and front-line staff.
• Conduct research and monitor accounts for deposit compliance requirements.
• Gather and review information for audits and examinations.
• Maintain confidentiality of customer account information and follow established policies and procedures.
• Investigate and manage debit card, online banking, and check fraud.
• Assist employees with questions and concerns about internal bank operations.
• Develop professionally and participate in internal and external training as required.
• Perform other duties necessary to fulfill the responsibilities of the role.

Benefits

• Competitive pay.
• Health, dental, and vision coverage.
• Company-paid life insurance and long-term disability coverage.
• Generous paid time off, available after 30 days.
• 401(k) with company match up to 4% and immediate vesting.
• Profit sharing.
• Employee Stock Ownership Program.
• Employee celebrations and events.
• Logo apparel.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED