Deposit Ops Specialist - Account Review

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

Job Details

Job Location: Bank First Manitowoc - Manitowoc, WI 54220

Why Work at Bank First

At Bank First, we’re not just a bank—we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the \u201CBest Banks to Work For\u201D. We combine professional excellence with a culture that truly values people. When you join Bank First, you’re joining a team that invests in your growth, supports your well-being, and celebrates your contributions.

Why You’ll Love Working Here

Imagine a workplace where:

• Your 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
• You’re part of a culture built on respect, collaboration, and empowerment

At Bank First, you don’t just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.

About the Role: Deposit Ops Specialist - Account Review

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.

Key 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

Qualifications

What We’re Looking For

• 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

About Bank First

Headquartered in Manitowoc, Wisconsin, Bank First serves communities across Wisconsin and the Illinois Stateline region. Our growth is built on relationship-based banking—getting to know our guests personally and helping them create lasting value.

Our Culture & Vision

We foster curiosity, creativity, and responsiveness while embracing individual differences. Employees are empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.

Our Values

• Relationship Based
• Community Focused
• Innovative Solutions
• Value Driven

Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.