Deposit Operations Specialist: Account & Service Expert

Bank-First; Manitowoc (WI); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank First in Manitowoc, WI is seeking a Deposit Ops Specialist - Account Review to handle daily deposit operations, verify customer data, and support tellers across locations. You will review new and closed deposit accounts and process essential banking tasks with accuracy and adherence to procedures.

The role emphasizes data integrity, regulatory awareness, and teamwork. Strong Excel/Word skills, and a customer-service mindset are essential for success in this position.

Qualifications

• 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
• Manage 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

Skills

Banking knowledge

Excel

Word

Databases

Education

Associate degree in business or accounting

Job description

Bank First in Manitowoc, WI is seeking a Deposit Ops Specialist - Account Review to handle daily deposit operations, verify customer data, and support tellers across locations. You will review new and closed deposit accounts and process essential banking tasks with accuracy and adherence to procedures.

The role emphasizes data integrity, regulatory awareness, and teamwork. Strong Excel/Word skills, and a customer-service mindset are essential for success in this position.