Deposit Ops Specialist - Account Review

BANK FIRST • Manitowoc, WI

8d • Onsite

About The Position

This position is responsible for a range of duties related to the daily deposit operations of the bank, including core system functions, information verification, and customer service.

Requirements

• Associates degree in business or accounting and banking experience preferred.
• A thorough knowledge of bank products and services
• Proficient use of computers, spreadsheets and various database systems.
• Strong Word and Excel knowledge
• Knowledge or ability to learn applicable banking and/or regulatory policies and procedures
• Effective verbal and written communication skills
• Strong interpersonal skills
• Excellent organizational skills
• Proven analytical and customer service skills
• Effective problem solving and decision making skills
• Ability to handle self professionally
• Strong ethical focus

Responsibilities

• Process Non-Post and EIM items daily
• Lockbox payment processing
• Balance teller cash daily
• Review all new and closed deposit accounts
• Verify customer and account information maintenance
• Mange deposit scan folder (archive to Director)
• Complete account maintenance (product changes, E-statements vs paper, rate changes)
• Complete Customer maintenance (1099, verify address)
• Provide support to Tellers and Customer Services Representatives at all Bank First locations
• Be knowledgeable regarding end-of year tasks and forms; create corrected tax forms
• Balance general ledger accounts to core system applications; research out of balance items
• Manage Teslar exceptions new/approved/delete
• Follow procedures and share knowledge with others
• Look for efficiencies in all tasks completed
• Accept and provide assistance for special projects as needed
• Provide assistance to other Deposit Ops teams as needed

Benefits

• career growth is supported through training, mentoring, and advancement opportunities
• Flexibility allows you to balance work and life without compromise
• Your contributions directly impact guests and communities you care about
• part of a culture built on respect, collaboration, and empowerment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree