Deposit Operations Representative

Forte Bank•Hartford, WI

3d•Onsite

About The Position

Forte Bank is hiring an on-site Deposit Operations Representative in Hartford, Wisconsin. The role executes back-office functions for customer deposit accounts, including transaction processing, account record maintenance, discrepancy resolution, and compliance with banking regulations. Responsibilities cover account opening review and maintenance, as well as deposit-related issues involving checking, savings, and CD/IRA accounts. Accuracy and attention to detail are essential. The representative provides professional service to customers and employees, researches and resolves inquiries, supports Business Online Banking services, and helps detect and manage fraud. The role also monitors deposit compliance, gathers information for audits and examinations, maintains customer confidentiality, and follows established policies and procedures. The position follows a rotating Monday-to-Friday schedule, with scheduled hours 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.
Attention to detail.
Strong critical-thinking and problem-solving skills.
Computer literacy, including experience with Office Suite, MS Word, MS Excel, and other computer software.
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 a team across departments and branches.
Ability to analyze data and use resources to help 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.
Handle complex customer and employee inquiries by telephone or email.
Process deposits and exception items, review account maintenance files, manage incoming and outgoing wire transfers, and approve mobile deposit items.
Reconcile daily ATM and debit card transactions, process Regulation E items, administer levies and garnishments, and balance the general ledger and internal bank checking accounts.
Set up and manage changes to Business Online Banking services, including Remote Deposit Capture, ACH, and Positive Pay.
Provide training on Business Online Banking services to customers and front-line staff.
Conduct research as needed.
Monitor accounts for deposit compliance requirements and gather and review information for audits and examinations.
Maintain confidentiality of customer account information and follow established policies and procedures when responding to inquiries and requests.
Investigate and manage debit card, online banking, and check fraud.
Assist employees with questions and concerns relating to 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.