Bank First

Deposit Ops Specialist - Account Review

Bank First  •  Manitowoc, WI (Onsite)  •  4 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Job Location: Bank First Ops Center - Manitowoc, WI 54220

Position Summary:   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.
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

QualificationsCompetencies:
- Honesty, Integrity and Ethics – honesty and integrity is the ability to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company’s accepted principles of moral conduct.
- Accountability – the extent to which an individual is willing to accept responsibility.
- Adaptability – the extent to which an individual can fit into a changing working environment.
- Decision Making – the ability to select an effective course of action while controlling resources and expenditures.
- Interpersonal / Customer Oriented – the ability to develop and maintain relationships with others.  The desire to serve both external and internal clients by focusing effort on meeting the client’s needs, understanding their concerns and seeking to build trust.
- Time Management – the ability to effectively utilize available time for the completion of necessary job tasks.
- Detail Oriented – the ability to pay meticulous attention to all aspects of a situation or task, regardless of how small or unimportant the detail may seem.
- Self Motivated – the ability to reach a goal or perform a task with little supervision or direction.
- Team Builder - at the ability to help ensure that team members are invested in team activities and decisions, and that the team works together to achieve a goal.
- Innovative- to go beyond the conventional, a willingness to try different solutions, and to encourage new ideas
Skills/Knowledge/Abilities:
- 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
This job description does not constitute an exhaustive list of responsibilities and management may revise at any time.
Bank First

About Bank First

Bank First is headquartered in Manitowoc, Wisconsin. Through a combination of acquisitions and de novo offices, our Bank has expanded to serve the financial needs of those throughout Wisconsin. Our growth has been achieved through our relationship-based model of banking. We take pride in knowing our customers on a personal level and working together to create value for themselves, their families, and the communities in which we live.

As a result of our growth throughout the State of Wisconsin, our valued customers have access to an increased lending capacity, a wider range of products and services, an expanded branch network, and a larger team of bankers dedicated to providing superior financial solutions that are value driven. Bank First employs over 300 full-time equivalent staff and has been consistently named one of the best banks to work by American Banker.

At Bank First, we strive for excellence, not only for our customers, but for our employees, community, and shareholders as well. Our focus on excellence has resulted in Bank First being recognized as one of the top performing banks in the United States. We are one of 26 banks in the country to be awarded the Raymond James Community Bankers Cup. The award recognizes the top 10% of community banks in the nation based on profitability, operational efficiency, and balance sheet metrics. Additionally, we have been recognized on the Keefe, Bruyette & Woods Bank Honor Roll.

As Bank First looks to the future, we will continue to focus on our relationship-based model of banking and expanding our reach throughout the State of Wisconsin. Bank First will continue to expand through organic growth and in the form of de novo branches and strategic acquisitions in the coming years and is excited for the opportunity to provide superior products and services to a larger base.

Member FDIC | Equal Housing Lender.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Manitowoc, WI
Year Founded
1894
Social Media