Deposit Ops Specialist - Account Review
Summary
Daily deposit operations role at a community bank, handling account reviews, lockbox processing, cash balancing, and customer account maintenance using core banking systems.
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 “Best Banks to Work For”. 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
#INDBF