Deposit Operations Representative

Fortebankwi; Town of Hartford (WI); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Competitive Pay

Health, dental, vision

Very Generous PTO

401(k) with company match up to 4%

Profit sharing

Employee Stock Ownership Program

Employee Celebrations and events

Logo Apparel

Job summary

Forte Bank in Hartford, WI seeks a Deposit Operations Representative to join our team on-site. This role handles back-office deposit processing, account maintenance, and regulatory adherence, with responsibilities across checking, savings, and CD/IRA accounts.

We value relationships, accuracy, and teamwork, with a rotating schedule Monday to Friday from 7:30 am to 5:00 pm. Strong attention to detail and customer service mindset are essential.

Qualifications

• High school diploma or equivalent required.
• One to three years banking experience required.
• Professional demeanor.
• Detail oriented.
• Strong critical thinking and problem-solving skills.
• Computer literacy including MS Word and MS Excel.

Responsibilities

• Provides excellent customer service in a friendly and professional manner.
• Professionally handle complex customer inquiries via telephone or email.
• Oversee and execute all operations related to deposit processing, including exception items, account maintenance, wire transfers, and reconciliations.
• Set up and manage changes for Business Online Banking services including Remote Deposit Capture, ACH and Positive Pay.
• Perform research as needed.
• Monitor accounts for deposit compliance requirements and assist with audits/exams.

Skills

Banking experience

Attention to detail

Problem-solving

Communication skills

Computer literacy

Education

High school diploma or equivalent

Tools

MS Word

MS Excel

Office Suite

Job description

Join Forte Bank - Where We Put Relationships First

At Forte Bank, banking is about more than transactions - it's about people, trust, and strengthening the communities we serve.

We treat our customers like friends and family - and we do the same for our team.

We currently have an opening for Deposit Operations Representative to join our team. This position is on-site in Hartford, WI. Interested candidates must be able to work a rotating schedule Monday to Friday. You will be scheduled between the hours of 7:30 am - 5:00 pm Monday to Friday.

Who Thrives at Forte Bank?

The most successful team members at Forte Bank are people who genuinely care about others, take ownership of their work, and bring positive energy to every interaction.

You’ll thrive here if you:

• Naturally build relationships and enjoy helping people
• Take initiative and follow through on commitments
• Bring accountability and integrity to your work
• Take pride in delivering exceptional customer/employee experiences
• Enjoy working collaboratively as part of a supportive team
• Value community involvement and relationship-driven service
• Maintain professionalism and confidentiality
• Adapt well in a fast-paced environment while maintaining attention to detail

The Deposit Operations Representative is responsible for executing a range of back-office functions associated with customer deposit accounts. This includes processing transactions, maintaining account records, resolving discrepancies, and ensuring adherence to banking regulations. The role's focus includes account opening review, account maintenance, and addressing deposit-related issues across various account types, including checking, savings, CD/IRAs. A strong emphasis on accuracy and attention to detail is essential in this position.

Duties and Responsibilities:

• Provides excellent customer service in a friendly and professional manner.
• Professionally handle complex customer and employee inquiries that require telephone or email responses.
• Oversee and execute all operations related to deposit processing, including the handling of exception items, reviewing account maintenance files, managing incoming and outgoing wire transfers, approving mobile deposit items, reconciling daily ATM and debit card transactions, processing Regulation E items, administering levies and garnishments, as well as balancing the general ledger and internal bank checking accounts.
• Complete set up and manage changes for all Business Online Banking services including Remote Deposit Capture, ACH and Positive Pay. Provide necessary training for both customers and front-line staff.
• Perform research as needed.
• Monitor accounts for deposit compliance requirements. Gather and review information for audits and exams.
• Maintain confidentiality of customer account information and follow established policies and procedures in responding to inquiries and requests.
• Investigate and Manage Debit Card, Online Banking, and Check Fraud.

Additional Duties and Responsibilities:

• Assist employees with questions and concerns relating to internal bank operations.
• Develop professionally on a continuing basis. Participate in internal and external training as required.
• Perform other duties necessary to fulfill the responsibilities of this role.

Knowledge, Skills, and Abilities:

• High school diploma or equivalent required.
• One to three years banking experience required. Experience in opening new deposit accounts and running teller transactions is preferred.
• Professional demeanor.
• Detail oriented.
• Strong critical thinking and problem-solving skills.
• Computer literacy including experience with Office Suite, MS Word, MS Excel, and other computer software products.
• Understanding of bank products and services, including the rules, regulations, policies and procedures.
• Ability to plan and prioritize work, exercise good judgment in all areas of responsibility, and work effectively under pressure and deadlines.
• Good communication skills are necessary to adequately address customer inquiries and efficiently resolve issues. Role requires collaboration and teamwork amongst departments and branches.
• Ability to analyze data, utilize resources to help detect potentially fraudulent situations, and minimize risk to the Bank.

Benefits of Choosing to work at Forte Bank:

• Competitive Pay
• Health, dental, vision, Company paid Life, Long term disability
• Very Generous PTO plan, PTO at 30 days!
• 401(k) with company match up to 4% (immediate vesting!)
• Profit sharing
• Employee Stock Ownership Program
• Employee Celebrations and events
• Logo Apparel

Check out our website www.forte.bank or our Facebook page to learn more about our AMAZING organization and culture!

Forte Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discriminations and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement and promotion.

All individuals will be required to consent to and pass a credit check and criminal background check - POST OFFER.