Deposit Ops Specialist - Account Review

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

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