Financial Operations Assistant

Citizens State Bank; La Crosse, Northern (WI, KY); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Benefits package

Job summary

Citizens State Bank in La Crosse, WI, seeks a Financial Operations Assistant to support morning processing in Customer Care. You will handle daily wire transfers, account maintenance, and reconciliations, working closely with compliance and finance to ensure accurate transactions.

The role emphasizes attention to detail, confidentiality, and strong customer service in a dynamic banking environment with competitive salary and benefits.

Qualifications

• Previous experience in banking operations, accounting support, bookkeeping, payroll processing, or similar numbers-focused roles is desirable.
• Excellent attention to detail and accuracy with multiple tasks.
• Proficiency with banking software and Microsoft Office.
• Strong communication and confidentiality in handling customer data.

Responsibilities

• Process wire transfers and account maintenance per policy.
• Perform daily reconciliations of deposit accounts.
• Assist customers with deposit/loan inquiries and banking services.
• Collaborate with compliance and finance for seamless operations.
• Provide debit card support and online banking assistance.
• Escalate deposit operations and wire-related issues as primary contact.
• Ensure compliance with bank policies and regulations.

Skills

Attention to detail

Banking operations

Accounting support

Payroll processing

Microsoft Office

Problem-solving

Tools

Banking software

Job description

Description

Are you a motivated, detail-oriented individual who enjoys working with numbers and ensuring accuracy? Do you like analytical work, problem-solving, and behind-the-scenes processing that keeps an organization running smoothly? Want to build your professional skill set at a top community bank that invests in its employees? If you are willing to learn, we are willing to train you!

Citizens State Bank is a top-performing, community-focused financial institution with a strong commitment to serving our customers’ banking needs. With a history spanning 116 years, we take pride in providing personalized financial solutions and exceptional service. We are currently seeking a Financial Operations Assistant to support morning operations processing within our Customer Care Department.

This position supports daily bank operations with a focus on daily processing activities, including transaction processing, account maintenance, reconciliations, and operational support. The role is well suited for individuals with experience or interest in accounting support, bookkeeping, payroll, banking operations, or other numbers-based administrative work. You will work closely with internal teams to ensure transactions are processed accurately and in accordance with bank policies and procedures.

Key Responsibilities:

• Process both incoming and outgoing wire transfers in accordance with bank policy and procedures.
• Process account maintenance.
• Perform daily reconciliations of deposit accounts to ensure accuracy and resolve discrepancies in a timely manner.
• Assist customers with inquiries related to deposit and loan accounts, transactions, and general banking services.
• Collaborate with other departments, such as compliance and finance, to ensure seamless operations and exceptional customer experiences.
• Provide support to staff as a primary point of contact for escalation of deposit operations and wire-related issues.
• Provide debit card support to staff and customers, including basic card maintenance (limits, travel notices, disputes, and hot-card requests).
• Provide customer support for Online Banking and Mobile Banking applications, including enrollments, access maintenance, and basic troubleshooting.
• Ensure compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations (including BSA/OFAC, Regulation E, Regulation GG, and ACH Rules).

Qualifications:

• Previous experience in banking operations, accounting support, bookkeeping, payroll processing, or a similar numbers-focused role is highly desirable
• Excellent attention to detail and accuracy, with the ability to manage multiple tasks and priorities effectively.
• Proficiency in using banking software, Microsoft Office Suite, and other relevant technology platforms.
• Exceptional interpersonal and communication skills to interact with customers and colleagues in a professional and courteous manner.
• Strong problem-solving abilities and a proactive approach to resolving issues.
• Commitment to maintaining confidentiality and security of customer information.

Citizens State Bank offers an excellent salary and benefits package and a dynamic culture unlike any other. Candidates interested in working in a fun, high-energy organization named one of the top Community Banks in the nation and American Banker’s “Best Banks to Work For” should visit our employment opportunities page.